Vittorio F. Pavia, C.T.F.A.
Bank of America

T.O.

Financial Planning Professional Group
Senior Vice President & Market Trust Director

360 Hamilton Avenue
White Plains, NY 10601

914-682-5552
E-mail

Julia A. Peloso-Barnes
Prism Planning and Solutions Group

CFP, ADPA, CRPC

Financial Planning Professional Group
CEO/Sr. Wealth Manager

Prism Planning and Solutions Group
777 Westchester Ave, Ste 101
White Plains, NY 10604

914-831-0636
E-mail

Anna Pennella
Citrin Cooperman Advisors LLC

Accountancy Group
Tax Director

538 Cross Hill Lane
Mahopac, 10541

914-644-9241
E-mail

Jennifer K Pitman
Doyle

Affiliated Professional Group
Business Development, Trust & Estates

175 East 87th Street
New York, 10128

212 427 4141 ext 208
E-mail

Pasquale Rafanelli
Legacy Valuation and Forensics

CPA/ABV, ASA, CVA/CBA/MAFF, CFE, CDFA(R), AEP(R)

Financial Planning Professional Group
Partner

800 Veterans Highway
Suite 302
Hauppauge, NY 11788

6317193222
E-mail

Jamie Robins
Beacon Financial Advisors

CFA, CFP

Financial Planning Professional Group
President

800 Westchester Ave
Suite N-641
Rye Brook, NY 10573

914-872-4040
E-mail

David Rooney
Empire Valuation Consultants

ASA, CPA

Affiliated Professional Group
Director

349 Fifth Avenue
5th Floor
New York, NY 10016

646-914-9955
E-mail

Michael K. Rosenman
Northwestern Mutual

CLU, ChFC, CASL, AEP, RICP, WMCP

Financial Planning Professional Group
Financial Advisor

333 Ludlow St South Tower 6th fl
Stamford, CT 06902

914-523-6075
E-mail

Joanna Rrezja

CFP®

Financial Planning Professional Group
Financial Advisor

Adam Rude, CFP®
Stratos Private Wealth

CIMA®

Financial Planning Professional Group
Principal

2900 Westchester Ave.
Suite 308
Purchase, NY 10577

9144286440
E-mail