

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
Phone Number
(800) 848-2048
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
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 WealthEx-employees positions
In Company
In New Company
Contact top employees from
Strategies for Wealth
Monica Swinney
Financial Advisor
Eric Hungerford
Executive Associate
Victoria Gassmann
Accountant
Mykole Santiago
Financial Representative
Benjamin Del Mauro
Recruiting Director
Diana Martinez
Financial Representative
Connor Marrone
Financial Representative
Ariel Rodriguez
NYC Case Manager
Jeff Stern
Financial Professional
Jason Horowitz
Associate
Jeremy Martin
Financial Advisor
Taylor Robinson
Financial Professional
Pat OKeefe
Financial Professional
Stephanie Fort
Financial Coach
Anthony Paternostro
Field Representative
Aaron Kohl
Investment Advisor Representative
Kyle Kerrigan
Financial Representative
Christopher Lantero
Registered Representative
Ian Kansky
Certified Exit Planner, CExP™
Julie Seabrook
Executive Assistant
Andrew Shinn
Disability Underwriting Assistant
Jonathan Bookbinder
Associate
Andrew Feinstein
Financial Representative
Lisa Bruce
Client Relationship Manager
Sabrina Meltz
Compliance and Operations Analyst
Renee Montee
Administrative Assistant
Raveen Battee
Administrative Assistant
Christina Di Grandi
Marketing Coordinator
Gregory Muller
Financial Representative