Peter F. Florio, CFP, CLU, ChFC, CExP, CLTC
PeterFlorio has a passion for helping people to protect their families, their wealth and their businesses from life’s unforeseen pitfalls. As a financial educator, author, speaker and wealth planner for over 36 years, his advice...
Steven P. Florio, ChFC®, FSCP
Steven P. Florio joined Florio Wealth Management Group in mid-2012 after several years working as an operations manager for a boutique tour operator based in Queens, NY. Prior to joining the workforce, Steven attended Holy Trinity...
Jason Breit, Esq.
Director of Estate Planning
Jason's mission is to help clients pass on more than just their money and he encourages others to think of estate planning as the best way to live a full and meaningful life...
Beth Lamorgese
Director of Communications
516-758-2431
Beth Lamorgese joined Florio Wealth Management Group in 2020 after working for several years as a property manager at a real estate firm in NYC. She graduated from Hofstra University and holds a Bachelor of Business Administration with...
Steve Solano
Chief Compliance Officer
516-758-2431