The Milano Financial Group |
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Contact Us1602 Richmond Rd Fl 2 Office: 718-987-8000 Take the first stepAre you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives? Take The First Step
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AssociatesDouglas J AlexanderFinancial Representative Douglas is a Financial Representative with The Milano Financial Group where he specializes in helping successful individuals and small business owners achieve financial security. Douglas received his BA in Finance from Monmouth University in 2008 and his AA in Business Management from Brookdale College. He is a member of many local Chambers of Commerce including the Southern Monmouth and Howell Township Chambers. Doug serves on the Board of Directors of the Helping Hands Initiative while also volunteering his time at the American Cancer Society, the Annual Children’s Toy Drive and the Breast Cancer Walk. Gifford B Bowne IIFinancial Representative Gifford offers an energetic and enthusiastic approach to the financial services and life insurance industries by educating his clients about the financial products designed to help achieve their goals. As a member of NAIFA and appointed as the Government Relations Specialist, Gifford is actively engaged in advocating, educating and alerting Northwestern Mutual to pertinent issues that could have an effect on the financial industry. He has deep ties to his community through his involvement with the Ashley Lauren Foundation, Hope and Help for Children with Cancer and serves on the Board of Directors for the Colts Neck Polo Club. Gifford is a graduate of Seton Hall University where he majored in Finance and Marketing. Lisa FardellaOffice Coordinator Lisa joined The Milano Financial group in April 2012. Lisa excels in Business Administration while providing outstanding customer service. She previously worked as a Theater Administrator in non-profit professional theater for 15 years. During this time she was the recipient of the NJ Theatre Alliance Applause Award for her commitment and dedication to NJ Theaters. She serves on the Board of Directors for 180 Turning Lives Around and is an avid volunteer for several local charities. Lisa studied Business Management at Berkeley College of Business. Mark J Feldman, CFP®, CLTCFinancial Advisor Mark Feldman, CFP, CLTC, is a Financial Advisor that specializes in helping successful individuals and small business owners achieve financial security. The areas that he focuses on are life insurance, long term disability insurance, and long term care planning; retirement planning, education funding, asset allocation, estate planning, and employee benefits. At the center of his practice is a comprehensive process that he utilizes to assist his clients in identifying their financial objectives, prioritizing them, and finally to establish a systematic means to help clients achieve these goals. Steven D Giglio, BSCollege Unit Director Steven Giglio is a graduate of St. John's University. He currently lives in Staten Island and serves his clients in the 5 Boroughs and New Jersey. Steven's legal background and youthful energy allow him to provide top notch service to all of his clients. Lou GrippoFinancial Representative Semyon LeviCollege Unit Director Semyon Levi, is a Financial representative that specializes in helping successful individuals and small business owners achieve financial security. The areas that he focuses on are life insurance, long term disability insurance, long term care planning; retirement planning, education funding, asset allocation, estate planning, and employee benefits. At the center of his practice is a comprehensive process that he utilizes to assist his clients in identifying their financial objectives, prioritizing them, and finally to establish a systematic means to help clients achieve these goals. Semyon holds a bachelors degree in finance and investments from the Zicklin School of business at Baruch College. He also spends a considerable amount of time doing charity work with the UJA & annual children’s toy drive for Richmond University Medical center Janise LoretoFinancial Representative Working in FINRA’s member regulation and arbitration department for several years, Janise would hear firsthand accounts from investors who were misguided which led to significant loss of money. Janise decided she wanted to become a financial representative that people can trust to help them make the best decisions when it comes to their planning. Janise is highly committed to helping individuals and small business owners reach their financial goals. Whether it is providing financial security through risk management or creating tax deferred strategies for college funding and retirement, Janise is dedicated to the needs of her clients. Janise is a member of Executive Women’s Counsel of the Staten Island Economic Development Corporation. She received her B.S. from Brooklyn College. Jonathan ManiscalcoFinancial Representative Jonathan Maniscalco is an integral member of The Milano Financial Group who specializes in Risk Management. He brings with him his experience in Banking, Lending and Real Estate Sales. He has the unique capability of understanding what his clients needs are in every phase of their lives. He takes the time to get to know his clients and tends to become a trusted friend as well as Financial Representative. Zoe Elizabeth Mavridis, J.D., CLTC, CMFCFinancial Advisor Zoe Elizabeth Mavridis, JD, a former trial attorney, is proud of her work as a Financial Advisor with the Northwestern Mutual Financial Network. She specializes in educating her clients so that their financial and insurance decisions are informed and deliberate. A widow at a young age, she knows all too well how the death of a spouse can impact a family. Despite the incalculable loss of her husband, she raised two children who – with the help of substantial life insurance – went on to graduate from Tufts, Columbia Law, and NYU. Her daughter (her youngest child) will be attending Columbia graduate school in the Fall of 2010. Her life experience and education form the foundation of her work on behalf of her clients. Zoe graduated with a Bachelor’s Degree in Mathematics from Tufts University and a Juris Doctor degree from the University of Maryland Law School. She was Assistant Editor of Law Review. Zoe has worked in the financial and insurance arena for over ten years, and plans to work in this field for many many years to come. Michael MegillFinancial Advisor Michael Megill, Financial Advisor, joined the Northwestern Mutual Financial Network in the early 1990's. Attracted to the opportunity to offer his clients innovative solutions utilizing world-class insurance services and internatioinally recognized investment products. Michael enjoys the opportunity to meet with clients and develop Financial Security Plans that meet their specific goals and objectives. Joseph MilanoManaging Director Joe Milano is the newest Managing Director of The Olson Financial Group. He is leading a district office in his hometown of Staten Island, NY and recently took over another district network office in Shrewsbury, NJ. His offices are dedicated to serving the fast growing needs of individual and business owners. HISTORY: EDUCATION: ORGANIZATIONS:
Cheryl PedotaAssociate Financial Representative Cheryl Pedota is an Associate Financial Representative to Wealth Management Advisor, Mark Feldman, CFP, CLTC. Cheryl started with The Milano Financial Group in June 2007, out of the Staten Island office and is currently working out of the Shrewsbury, NJ location. Cheryl started as an Office Manager, and also has assisted with coaching and training and development for all new Financial Representatives in both locations of The Milano Financial Group. Cheryl obtained her Life and Health Insurance license in February of 2011. Cheryl moved from Staten Island, NY to Sayreville, NJ in 2009, where she currently resides with her husband, Dominick, and toddler son, Charlie. Sonja E RohrsSenior Financial Representative Sonja is a Senior Financial Representative specializing in the small business market. She is active in her local community and, prior to joining Northwestern Mutual, worked as a bilingual assistant to the president in an invesstment advisory firm in New York City. Walter E Rohrs, CLU®, ChFC®Senior Financial Representative Walt is a Senior Financial Representative helping his small business clients with their company benefits and business insurance planning. Prior to joining Northwestern Mutual, Walt was the Director of Employee Benefits for a large life insurance company in New York City. Alfonso SaverinoFinancial Representative Alfonso Saverino specializes insurance and investments to help his clients achieve their financial goals and dreams. Alfonso began his career with Northwestern Mutual as an analyst servicing and advising some of the top investment producing Financial Advisors in the Olson Financial Group. Alfonso has since moved on to start his own practice and is committed to providing solutions to help his clients prosper. Alfonso received his BA in History from Penn State University and is Red Bank Catholic Alum. Harold TepperFinancial Representative Harold was born and raised in Brooklyn, NY and attended the University of Missouri on a track scholarship. At Missouri, he received a B.S. degree in Electrical Engineering. Harold then attended CCNY in New York and received his MBA. After graduate school, he spent the next two years in the army and finished up as Chief Instructor in Basic Electronics at Ft. Sill, Oklahoma. Harold worked for several large companies before joining Northwestern Mutual in 1976. Harold is married for 42 years to Adrian and they have two grown children. He continues to run, but not competitively. Susan F TudorFinancial Representative Susan Tudor began working for Northwestern Mutual in 1984, after graduating from Georgetown University with her Masters. As she tailors an individual program for each client, she focuses on educating them about their options in the life, disability, and long term care arena. Susan specializes in working with attorneys, CPA's and small businesses. Susan lives in Fair Haven, NJ with her husband of 22 years, college age daughter and 2 spoiled dogs. In her spare time, she is an avid volunteer for Children's-Specialized Hospital. Maria WeikelMaria works with Mark Feldman, CFP, CLTC and Michael Megill in the Shrewsbury, NJ office. She handles all of the insurance applications, underwriting, investment operations and customer service for their clients. Maria can be reached directly at 732-544-2837 Monday – Friday between the hours of 9:00 am and 3:00 pm. |
