Our Qualifications

John P. Troiano has been helping clients manage their investments since 1984.  His clients are located throughout the United States.  He holds the Series 7, General Securities Representative; Series 63, Uniform Securities State Agent; and Series 8, General Securities Sales Supervisor licenses and has the Accreditied Investment Fiduciary (AIF®) certification.

Deanna M. St. Hilaire is a Registered Client Service Associate and has assisted John since 1995.  She holds the Series 7, General Securities Representative; Series 63, Uniform Securities State Agent; and Series 66, Investment Advisor Representative licenses.

William O'Malley has been a Financial Advisor since 2002.  He holds the Series 7, General Securities Representative; Series 63, Uniform Securities State Agent; Series 65, Investment Advisor Representative; and is has the Accredited Asset Management Specialist (AAMS®) certification.

Together, they take pride in the quality of service given to clients.