Broker Check

Leadership Team

Bobby Angel, RICP®

Associate General Agent

(212) 701-7973

(800) 848-2048

robert_angel@strategiesforwealth.com

I believe that everyone has a superpower. Mine is building strong connections with people of different personalities and backgrounds. My varied professional experiences in education, sports and financial planning and passion for sports...
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Joseph Long

Associate General Agent

914-288-8849

joseph_long@strategiesforwealth.com

“Helping inspire others to achieve greatness.” My mission in life is to help inspire others to take the actions necessary to create a better life. While the definition of success can vary, my role is to help the people...
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Andrew Harman

Managing Director

212-701-7977

800-848-2048

andrewharman@strategiesforwealth.com

Andrew Harman is a Managing Director at Strategies for Wealth. In an increasingly complex and fast-moving world, many have been left without the knowledge and tools they need to achieve true financial success, Andrew believes that...

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Peter J. Holmes, CLU®, ChFC®, RHU®, REBC®, CASL®, RICP®

Managing Director—Protection Specialist

508-728-1481

pholmes@strategiesforwealth.com

Peter is a graduate of Harvard University with a BA in Economics. He has over 31 years of field experience educating high net worth clients on how life insurance fits into their overall business, retirement, and estate plans. Prior to...

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Tracy Everett

Managing Director of Recruiting

914-288-8857

tracy.everett@strategiesforwealth.com

Tracy graduated from Rutgers University. She has a PHR (Professional HR) and is also a CIR (Certified Internet Recruiter) and CSSR (Certified Social Sourcing Recruiter). Tracy has spent the last 25+ years in Human Resources as a...

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Ben Del Mauro

Recruiting Director

908-930-3623

benjamin.delmauro@strategiesforwealth.com

Ben graduated from Rutgers University with a bachelor’s in Economics and Communications.Ben is a CDR (Certified Diversity Recruiter) and has over 11 years of experience in financial service recruiting. He started as an intern at...
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Austin Giorgio

Recruiting Director

914-430-0808

austin.giorgio@strategiesforwealth.com

Austin graduated from Ramapo College of New Jersey, where he played baseball and earned his bachelor's in Business Administration - Management. Austin started his career as a Technology Recruiter for Robert Half Technology. Most...
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Peter Adams, CLU®, ChFC®

Director of Life Operations

(914) 288-8848

peter_adams@glic.com

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

kbiondi@strategiesforwealth.com

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

jeffrey_gambuzza@strategiesforwealth.com

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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Scott Kaplan

Director of Investments

914-288-8839

skaplan@strategiesforwealth.com

My goal is to help people understand their complete financial picture so they can make the best possible decisions and achieve the highest levels of independence and confidence. Listening carefully to my clients’ needs, working at...
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Scott Frost

Director of Wealth Management

(914) 288-8874

scott_frost@strategiesforwealth.com

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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