Management Team

 

Ed Ayala

Ed Ayala is a Vice President of Strategies for Wealth, one of the region's premiere financial services firms, with offices in Manhattan, Rye Brook, and Jericho, New York. 

Ed is a Field Representative of The Guardian Life Insurance Company of America and has devoted his professional life to helping others achieve the highest possible levels of financial success and security.  He derives great personal satisfaction from his ability to positively impact the lives of those he works with and their families by coordinating and integrating the pieces of their economic world. 

Ed joined Strategies in 1988 and in addition to his work with clients, he plays an integral role in the firm’s overall success as a valuable member of the management team.  As a Career Development Supervisor, Ed has a direct and powerful impact on the cultivation of new associates, brokers, and high-performance sales teams.  As a Vice President of the firm Ed is involved in recruiting new agents to join the Strategies team.

Ed has achieved award-winning status within the organization for the past eight years in a row.  An exceptional presenter on financial topics, Ed is in high demand as a guest speaker at seminars including The GAMA International Conference, The LIMRA Recruiting and Retention Summit, and the London Life National Conference.
 
Born in New York City, Ed currently resides in Middletown, NY with his wife, Yvette, and their two children, Alex and Jessica.  He is currently an active board member of St. Joseph's School in Middletown, NY. Ed enjoys spending free time with his family and friends as well as indulging his passion for music and love of basketball.
 

Kelley Biondi

Kelley Biondi is the Marketing Director for Strategies for Wealth Creation & Protection.

In her role as Marketing Director Kelley oversees all marketing activities for the firm and supports Financial Representatives with various marketing tactics including strategic marketing plans, public relations, event planning and community affairs.

Kelley's positive impact on the firm was recognized by The Guardian when she was awarded the Agency Development Award in 2003.  Her strong sense of philanthropy is felt in our ongoing support of the Maria Fareri Children's Hospital at Westchester Medical Center.  Kelley is also a speaker for Student Assistance Services.

Prior to joing the firm in September of 2002 Kelley spend six years as an Account Manager with George Little Management, LLC a trade show management firm.  Kelley is a graduate of Pine Manor College in Boston.  She and husband Dr. Richard Biondi live in White Plains with their two sons, Jay and Christian.

 

Jeffrey M. Neeck

Jeffrey M. Neeck is a Vice-President and Career Development Supervisor for Strategies for Wealth. He joined the firm in 1997 to pursue a much-desired career in financial planning.  An award-winning associate by his third year, Jeff is active in the industry and serves as a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors.  He is well respected by his peers and has been interviewed by CNNFN on his extensive work with individuals from the technology sector.  Jeff has also made appearances on Good Day NY to help educate the public on sound financial strategies.

Jeff's financial planning knowledge and relationships with his clients are greatly enhanced by his richly diverse an well-rounded background.  And impressive ten-year career with several world-renowned dance companies took Jeff throughout the United States and Europe.  At the same time, Jeff maintained a keen interest in the world of finance.  Jeff remembers himself as "the dancer reading the Wall Street Journal in the wings."  Impressed by their comprehensive, holistic approach to planning and their use of a verifiable economic model, Jeff was thrilled to join our firm.

Jeff derives his greatest satisfaction from his ability to impact the lives of his clients and their families by coordinating and integrating the pieces of their financial world.  A firm believer in the power of positive business relationships and strategic alliances, he co-founded a networking group in downtown Manhattan.  In addition to his planning expertise, Jeff serves as a valuable resource to his clients through his wide circle of contacts.

Born in Omaha, Nebraska, Jeff lived in Manhattan for fifteen years and currently resides in Chappaqua, Westchester.  His time away from work is spent with his wife, Lynn, and their three children Aaron, Brandon and Natasha.  Occasionally, you can find Jeff out on the green with Tommy Aaron, 1973 Masters winner, and more importantly, his father-in-law.

Registered Representative and Financial Advisor of and offers securities products/services and advisory services through Park Avenue Securities LLC (PAS), a registered broker-dealer and investment advisor.  Strategies for Wealth is not an affiliate or subsidiary of PAS.
PAS is a member FINRA/SIPC. 

The Registered Representative is securities licensed in Arizona, Connecticut, Georgia, New Jersey and New York and the material is strictly intended for individuals residing in those states.  No offers may be made or accepted from any resident outside these specified states.

Adam Katzman

Adam Katzman is a Career Development Supervisor at Strategies for Wealth, one of the region's premiere financial services counseling firms, with offices in Manhattan, Rye Brook, and Jericho, New York. 

In addition to Adam's work with his clients, he is a vital member of the Strategies' management team and continues to contributed to their growth and success.  Adam works as as a Career Development Supervisor where his straight forward, hands on approach has contribute to the success of each new associate and has had a powerful impact on the ability of Strategies to attract highly qualified and successful people. 

Registered Representative and Financial Advisor of and offers securities products/services and advisory services through Park Avenue Securities LLC (PAS), a registered broker-dealer and investment advisor.  Strategies for Wealth is not an affiliate or subsidiary of PAS..
PAS is a member FINRA/SIPC. 

The Registered Representative is securities licensed in Connecticut, Florida, New Jersey, New York and Pennsylvania and the material is strictly intended for individuals residing in those states.  No offers may be made or accepted from any resident outside these specified states.

Gina Sacchetillo

Gina Sacchetillo joined the Strategies for Wealth team in 2005 as the Disability Income Insurance Specialist.  She is responsible for providing consultative support and service for individual and multi-life disability income insurance cases.  

Gina comes to the firm with over 10 years in the insurance industry.  She was most recently with UnumProvident as an Account Executive.  She holds a BA in Communication Arts and a MS in Corporate Communication from the College of New Rochelle.

Gina resides in Yonkers, New York.  She is a member of Delta Society Partners Program where she and her dog volunteer in their Animal Assisted Therapy program.

Tom Sherman

Tom Sherman is a Career Development Supervisor at Strategies for Wealth and is based out of our Rye Brook location. 

Tom joined Strategies for Wealth in 2003 following a successful career in Marketing, Public Relations and Advertising.

Registered Representative and Financial Advisor of and offers securities products/services and advisory services through Park Avenue Securities LLC (PAS), a registered broker-dealer and investment advisor.  Strategies for Wealth is not an affiliate or subsidiary of PAS..
PAS is a member FINRA/SIPC. 

The Registered Representative is securities licensed in Connecticut, Florida, New Jersey, New York and Pennsylvania and the material is strictly intended for individuals residing in those states.  No offers may be made or accepted from any resident outside these specified states.

© 2007 Strategies for Wealth