Broker Check

Leadership Team

Bobby Angel, RICP®

Managing Director

(212) 701-7973

(800) 848-2048

[email protected]

About Bobby:Bobby Angel, RICP®, is a Managing Director at Strategies for Wealth. He comes to Strategies for Wealth from a unique vantage point and with a fervent belief in the protection first perspective. Prior to joining the...

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Joseph Long

Managing Director

914-288-8849

914-288-8803

[email protected]

Inspiring others to accomplish something great exists as the primary mission of Joseph Long, a Managing Director at Strategies for Wealth. Whether it means giving clients the ability to say yes, or partnering with existing or potential...

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Joshua I. Gorra

Managing Director

401-228-8803

800-733-3818

[email protected]

Joshua I. Gorra is the Managing Director of Strategies for Wealth, New England. He works closely with the entire management team in growing the Strategies for Wealth New England firm. Originally from Massachusetts, Josh has lived in...

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Ed Ayala

Chief Development Officer

212-701-7907

800-848-2048

[email protected]

Ed Ayala is the Chief Operating Officer of Strategies for Wealth, one of the region’s premier financial services firms, with New York offices in Manhattan, Rye Brook, and Jericho, and New England offices in Providence, Rhode...

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Peter Adams, CLU®, ChFC®, RICP®

Director of Life Operations

(914) 288-8848

(914) 288-8803

[email protected]

Peter is the Director of Life Operations at Strategies for Wealth. He is responsible for the technical aspects of life insurance marketing, advanced sales and policy management for the firm’s associates and brokers. Peter also...

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Kelley Biondi

Director of Marketing

914-288-8867

914-288-8803

[email protected]

Kelley Biondi is the Director of Marketing for Strategies for Wealth. In her role, Kelley oversees all marketing activities for the firm and supports Financial Representatives with various marketing tactics including strategic...

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Jeffrey Gambuzza

Chief Compliance Officer & Agency Control Officer

914-288-8912

914-288-8803

[email protected]

Jeff joined Strategies for Wealth in 2011 as Chief Compliance Officer and Agency Control Officer after spending a majority of his career working in supervisory and management roles maintaining oversight for compliance areas at The...

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Karen Madsen

Director of New Business

(914) 288-8960

(914) 288-8803

[email protected]

Karen is the Director of New Business development for Strategies for Wealth; she joined our firm in 1996. Prior to that she was the New Business Manager for two other Top leading Guardian firms. She has a total of 39 years of...
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Scott Kaplan

Director, Investment Department

914-288-8939

914-288-8803

[email protected]

Scott Kaplan is the Director of Strategies for Wealth’s Investment Group since June of 2010. Strategies for Wealth, is one of the region’s premiere financial services firms, with offices in Manhattan, Rye Brook, and...

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Scott Frost

Investment Specialist

(914) 288-8874

(914) 288-8803

[email protected]

Scott Frost is the Managing Director of Strategies for Wealth’s Investment Group. Scott supports our Financial Representatives and clients from our offices in Manhattan, Rye Brook, Jericho, New York as well as Providence, Rhode...

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