JOE BONFIGLIO - Key Persons
Job Titles:
- Wealth Management Advisor
Chris has an MBA from Fairleigh Dickinson University and a Bachelor's in Business Administration from Iona College. At Iona, Chris competed in the National College Fed Challenge, researching and presenting policy decisions of the Federal Reserve. He is securities and insurance licensed. Before joining the team, Chris was an equities and options trader at Advisor Group (formerly AIG) for 8 years. Advisor Group is one of the largest independent broker/dealer firms, and Chris brings extensive knowledge and experience of the financial advisory industry. He also worked in the banking industry. In addition to being a wealth management advisor, Chris's responsibilities include building and monitoring investment portfolio models that provide appropriate risk and reward profiles, with systematic review of investment selection and asset allocation. Chris is currently enrolled in the Certified Financial Planner® certification program at FDU.
Job Titles:
- Financial Services Assistant
Maggie was born and raised in Middlesex County, NJ and now resides in Atlantic Highlands with her husband and their dog. She attended Seminole State College in Florida. Her career started at Full Sail University where she worked in the Admissions, Financial Services and Veteran Affairs departments. Maggie joined our team in December of 2021. Her primary responsibilities are administrative and ensuring excellent client service, whether answering phones, scheduling meetings, maintaining client files and office equipment or supporting the team on various projects.
Stacey was born and raised in Monmouth County, NJ and resides in Hazlet with her husband and two children. After attending Mater Dei Prep High School in Middletown, she went on to earn a BA from Monmouth University in West Long Branch. Prior to joining the team Stacey was the post-closing coordinator in the mortgage area at First Interstate Financial. Stacey has been with the office since 2006. Her primary responsibilities include financial planning operations consisting of new account openings and brokerage and annuity account maintenance and service issues. Stacey also manages the office tax preparation software, client document handling systems, and communications.