Our Team


Experienced Professionals Dedicated to Your Needs

Jeff Zemito has assembled a dynamic team of strategic partners and support staff committed to putting your needs at the center of everything they do. These experienced specialists possess a vast knowledge of the industry to properly navigate you through any financial landscape.


MEET THE SUPPORT TEAM


CLIENT RELATIONS

 

 

Amy Ryan
Longtime Business Manager of Jeff committed to enhancing client service systems and the financial implementation process.

 

 

 

 

Angie Frank
Ensures the best possible client experience by managing operations and maximizing efficient business processes.

 

 

 

COMPLIANCE

 

 

Jennifer Hill
Oversees and enforces compliance procedures for the firm through various processes and systems.

 

 

 

 

 

Phylicia Prince
Manages compliance and investment submissions, as well as daily operational tasks.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck