LFA - Key Persons
Job Titles:
- Financial Planner
- PFS™, CFP®, CRPC
James A. Longo. Jr. is a registered representatives of Lincoln Financial Advisors Corp.
Job Titles:
- Director of Financial Advisory Services
Job Titles:
- Case Manager
- Manager for Jim Longo
Nicole Zabel, Case Manager for Jim Longo and Paramount Wealth Advisors, began her career in the field of Education. Throughout her life, Mathematics and Education have been two of her greatest passions. After teaching for 4 years, Nicole chose to apply her skills to a new vocation and joined Lincoln Financial Advisors. As PWA's Case Manager, she is able to make use of her analytical skill set to assist Jim in developing strategies for clients in order to enhance their financial lives.
Nicole graduated from the Saint Xavier University's Honors Program with her B.S. in Mathematics and Secondary Education and she holds her State Insurance License. Nicole plans to leverage her educational background to help clients understand the financial planning process and the value it provides them. As Nicole embarks upon her new career, she is fulfilling another passion - a passion to help people. She notes, "I am still using the skills that God gave me; now I use them to help a different group of people."
Nicole is married and lives in a Chicago suburb. She enjoys spending quality time with family and friends as well as experiencing life's adventures.
Job Titles:
- Executive Director, Sagemark Consulting Private Wealth Services