PERENNIS FINANCIAL PLANNING - Key Persons
Bernadette graduated with a Bachelor of Arts degree from Lycoming College and has over 20 years of marketing experience. Most of her marketing career was centered in the real estate industry, where she created and established marketing programs for luxury homes. She is well versed in both print and online marketing.
Bernadette has a variety of interests and activities, including spinning, the beach, traveling and spending time with friends and family. She enjoys concerts and sporting events, especially watching Notre Dame football.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Meet Your Advisor
- Registered Representative
Mary is a fee-based LPL Investment Advisor Representative and Wealth Manager with over 35 years of experience in the areas of investments and insurance. She guides clients through the process of financial planning for their retirement income, college funding and estate planning, recommending diversified strategies that fit their short-term and long-term goals. Mary implements those strategies along with sound investment alternatives that focus on the unique objectives of each client and their family. She then monitors the portfolios of her clients assuring that their diverse needs are pursued in the ever-changing global economic environment.
Mary is a CERTIFIED FINANCIAL PLANNER® Professional (CFP®) and Investment Advisor Representative with LPL Financial, which is an independent broker dealer based in Boston, Massachusetts. She currently holds Series 7, 63, and 65 securities registrations through LPL Financial, as well as a Life and Health Insurance License, and a Property & Casualty Insurance License.
Mary began her career at State Farm Insurance Company as a licensed Property and Casualty representative. She pursued her CFP® designation and has been assisting and advising clients with their Wealth Management needs for over 27 years.
Mary has been married to her husband Philip for over 39 years. Together, they have three lovely daughters and seven grandsons which they enjoy immensely. Mary volunteers at her parish church as a member of the finance committee and continues to participate in various ministries in the community. She actively supports the music programs at local Morris Knolls High School and has a special place in her heart for the marching band. In her spare time, she enjoys reading epic novels, writing, singing, following NFL football games and Syracuse University basketball.
Mary Pascarella is a Registered Representative with and to: Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Melissa graduated from William Paterson University and has over 15 years experience in the customer service industry. Melissa began her early career in Hotel Meeting Planning for Hilton and Westin Hotels and has been working in the financial industry for the last 9 years. Melissa works closely with Mary and her clients in order to maintain and implement financial recommendations. She provides exceptional service, ensuring all the details are handled in creating great customer experiences.
Melissa currently holds Series 6 securities through LPL Financial, as well as New Jersey Life and Health Insurance License.
In her spare time, Melissa is a dance teacher at a local dance studio. She has been teaching dance for nearly 20 years and enjoys seeing her student's progression throughout the years. She also enjoys traveling, baking, the beach and spending time with family and friends.
Wendy is involved in the daily asset management and product research for our clients. She comes to us with over 27 years of experience in the Financial Industry. She currently holds Series 7 and 63 securities registrations through LPL Financial, and well as Life and Health Insurance License.
Wendy has been married to her husband Jim for 31 years. They have two sons and a daughter. All of Wendy's family are involved with the Boonton Fire Department, Wendy volunteers with the Ladies Auxiliary. She also volunteers at her Parish Church as a member of the Finance Committee, a Eucharistic Minister and a member of the Funeral Team.
In her spare time, she enjoys spending time with her family and camping.