MSA WEALTH MANAGEMENT - Key Persons
Job Titles:
- Financial Advisor
- Senior Manager
Donna Dupre has been with MSA Wealth Management since 2006 and is Senior Manager of the firm. Whether meeting with a current client to review their accounts or meeting with a prospect to help guide them towards achieving their goals, Donna's professionalism and personal touch make the experience as welcoming and stress free as possible. Donna believes that true retirement planning, when done correctly, allows the client to live their life according to their aspirations.
Her personal commitment to her clients and staff are what make MSA Wealth Management daily operations run smoothly.
Donna holds insurance licenses in several states, as well as Series 7 and 66 securities licenses.
Donna is a Registered Representative offering securities through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.
JoAnne Stanton has been with MSA Wealth Management since 2010. She is the Executive Assistant to Mark Scordato but works closely with all of our advisors to facilitate all new business. JoAnne is the one to commend for making sure transactions go from start to finish seamlessly. Her follow through as well as her follow up are priceless qualities that are a "must" in this industry. JoAnne holds her Life and Annuity license as well as her Health Insurance license.
As a wealth of knowledge, JoAnne is the direct liaison between the many companies the advisors work with, the advisors themselves, and the clients. The close relationships she builds with our clients coupled with her independent work ethic and paying close attention to detail have contributed to her success. On top of her direct involvement with clients, JoAnne also coordinates our workshop events.
Mark describes JoAnne as the go to for everything revolving updates with company holdings, offers, and literature. JoAnne's knowledge and expertise are essential for the day-to-day operations at MSA Wealth Management which allows optimal ability for the advisors to directly manage the assets of the clients without interruption.
Job Titles:
- Client Relations Specialist
Joseph Zabar Has been with the firm since September 2023. He is the Client Relations Specialist His duties include Scheduling, Client Service, and Office Duties. He holds Finra Series 7,63 and NJ Insurance. Mr. Zabar has been in...
Joseph Zabar joined the firm in 2023. As MSA's Client Relations Specialist, some of his duties include scheduling, client service, and office duties.
Joe has been in the financial services industry for over 30 years and has held positions of Financial Advisor, Senior Business Banking Specialist and Team Leader to name a few.
He also has extensive experience with various banks which include Chase, Citibank, KeyBank and Sterling National Bank.
Mr. Zabar holds a NJ insurance license, as well as Finra Series 7 and 63 securities licenses.
Mr. Scordato is President of MSA Wealth Management, a Registered Investment Advisory firm headquartered in Parsippany, New Jersey. Much sought after as a speaker, with nearly 20 years of financial services experience, Mr. Scordato has taught retirement planning seminars throughout the country.
He is known for making complex retirement planning issues clear and easy to understand. He assists investors concerned with retirement planning issues to help preserve their capital, potentially increase their income, lessen the tax liability to their heirs and implement financial strategies that structure their investments more profitably. Our goal is, after working with him, they have moved significantly forward in their planning, simplifying their finances and obtaining more peace of mind about their financial future.
To his credit, Mark was featured in Forbes Magazine, January 2013. In addition, for the past 3 years, Mark has held the distinct honor of being named one of the top 100 financial advisors in the state of New Jersey by New Jersey Monthly magazine*. He was also recognized by Cambridge Who's Who for demonstrating dedication, leadership and excellence in business management.
Mr. Scordato holds insurance licenses in several states, as well as Series 7 and 66 securities licenses.
He is a Registered Representative offering securities through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.
Job Titles:
- Marketing and Communications Specialist
Tricia Kaminski is the Marketing and Communications Specialist at MSA Wealth Management. Joining us with over 15 years of combined experience in marketing, advertising, event management, and public affairs. She graduated with honors from TESU, majoring in communications.
Tricia brings enthusiasm to all that she creates. Whether she is devising a marketing strategy or drafting an event invitation, she leads all projects with a human-centered approach. Some of her other responsibilities in this role are developing an evolving multifaceted marketing and advertising campaign, executing and overseeing client engagement events, in addition to social media and website content. She strives to strengthen and grow the firm's name while effectively reinforcing the quality and value that her colleagues bring to their clients.