BIAGINI GRASSI - Key Persons

Job Titles:

• Co - Founder
• CEO and Co - Founder of BG Wealth Advisors
• Certified Wealth Strategist

Anthony Grassi, Jr. is the co-founder of BG Wealth Advisors and a financial advisor with more than two decades of experience. As a financial advisor specializing in wealth management and working with individuals and families in all financial stages of life, Anthony's goal is to help clients pursue financial independence and feel confident in their future. Early in his career, Anthony worked in the restaurant industry for a number of years. After working with a financial advisor, he was inspired to pursue a career in finance and help individuals just like him create a financial roadmap for the future. Prior to co-founding his firm with Mark V. Biagini, he worked as a financial advisor with American Express Financial Advisors for nearly a decade. Anthony holds securities registrations 7, 63, and 65, and is a Certified Wealth Strategist® and Certified Wealth Preservation Planner. He received his Bachelor of Science in Business Management from Saint Francis College., Anthony is married with one daughter, he and his wife enjoy traveling. He also enjoys baseball, movies, and classic cars. Anthony was a founding member of the Italian American Cultural Society of New Jersey, and he served as Vice President and President for four years. Anthony Grassi, Jr. is the CEO and Co-founder of BG Wealth Advisors and a financial advisor with more than two decades of experience. As a financial advisor specializing in wealth management and working with individuals and families in all financial stages of life, Anthony's goal is to help clients pursue financial independence and feel confident in their future. Anthony is a Certified Wealth Strategist®, a designation that recognizes advisors who have a thorough understanding of the issues surrounding effective wealth advising and can address clients' diverse wealth management needs.

Job Titles:

• Client Service Associate
• Client Services Associate

Caroline Roccasalvo is a Client Service Associates with BG Wealth Advisors. Great customer service and truly cares for all clients and assist them with all their needs. Caroline lives in Staten Island with her husband and two beautiful girls. She loves yoga, walks on the beach, travel, and spending quality time with her family.

Job Titles:

• Operations Manager
• Operations Manager With BG Wealth Advisors

Kim DeMarzio is the Operations Manager with BG Wealth Advisors. She specializes in all areas of small business management and has an extensive background in customer service. A self-proclaimed "people person," she cares deeply about the firm's clients and assists them with their needs. Kim also owns a pizzeria with her husband, which has helped her hone her customer service and small business management skills. A New York native, she enjoys traveling and spending time with her husband, Bobby, and her proudest accomplishment - twin boys, Robbie and Joe.

Job Titles:

• Co - Founder / Retired
• Retired Co - Founder of BG Wealth Advisors

Mark V. Biagini retired co-founder of BG Wealth Advisors. Mark began his career as a Euro Dollar trader with International Westminster Bank. For more than a decade, he worked as a trader focusing on Forward Foreign Currencies, working both with Bank of America International New York as Assistant Vice President and as Chief of Forward Foreign Currencies with Standard Chartered Bank. After spending 16 years as a trader, he transitioned into financial planning, working as a financial advisor with American Express. During his 12 years with American Express, he was recognized for his production and quality of advice, receiving Most Valuable Advisor (1995), Master Advisor (1996 and 1997), and President's Recognition Award for Quality of Advice (1998 and 2002), among other awards. He received his Bachelor of Science in Politics and Economics from the University of Bradford, England. Born and raised in Ayr, Scotland, Mark has lived in Staten Island for the past 30 years. He spends his free time with his wife and daughter and enjoys regular exercise, learning new concepts, baseball and is an avid soccer fan.

Job Titles:

• Financial Consultant

Bob works with individuals, families, and business owners to help them achieve their financial goals - so they can spend more time doing what makes them happiest. His mission is to help clients preserve the wealth that's taken a lifetime to build. Bob is married to his wife Nancy and has two grown children.