Strategies for Wealth
Strategies for Wealth

Strategies for Wealth Information

Contact top employees from Strategies for Wealth

Summary

Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area. The firm was established 89 years ago ...Show more

Industries

Financial Services

Headquarters Location

Employees Size

200-500 employees

Specialties

Business and Estate Planning, Risk Management Analysis, Executive Compensation, Employee Benefits, Corporate Retirement Services, Business Succession Planning, Life Insurance, Investments, Corporate Financial Education Planning

Founded

1934

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Organization Website

Social Links

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Phone Number

(800) 848-2048

Employees Turnover 2 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Strategies for Wealth shows a diverse range of experience levels:
3% have been with the company for less than 1 year13% for 1–2 years5% for 3–4 years5% for 5–7 years11% for 8–10 years62% have over 11 years of service at Strategies for Wealth
Ex-employees positions
In Company
In New Company
Contact top employees from Strategies for Wealth
Monica Swinney
Financial Advisor
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Eric Hungerford
Executive Associate
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Mykole Santiago
Financial Representative
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Benjamin Del Mauro
Recruiting Director
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Diana Martinez
Financial Representative
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Connor Marrone
Financial Representative
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Ariel Rodriguez
NYC Case Manager
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Jeff Stern
Financial Professional
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Ben Rosen
Financial Professional
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Jeremy Martin
Financial Advisor
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Taylor Robinson
Financial Professional
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Pat OKeefe
Financial Professional
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Stephanie Fort
Financial Coach
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Anthony Paternostro
Field Representative
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Aaron Kohl
Investment Advisor Representative
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Kyle Kerrigan
Financial Representative
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Christopher Lantero
Registered Representative
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Ian Kansky
Certified Exit Planner, CExP™
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Julie Seabrook
Executive Assistant
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Andrew Shinn
Disability Underwriting Assistant
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Andrew Feinstein
Financial Representative
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Lisa Bruce
Client Relationship Manager
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Sabrina Meltz
Compliance and Operations Analyst
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Renee Montee
Administrative Assistant
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Raveen Battee
Administrative Assistant
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Christina Di Grandi
Marketing Coordinator
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Gregory Muller
Financial Representative
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