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...
Shanna Wurth
Director of Operations
Shanna Wurth has over 35 years of experience in the insurance and financial services industry. As Director of Operations at Florio Wealth Management Group, she is responsible for the processing and servicing of all lines of business...
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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...
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Steve Solano
Chief Compliance Officer
516-758-2431
Steve Solano is the CCO at Florio Wealth Management Group and is a subject matter expert in compliance with more than thirty-six years of experience in consulting and industry roles. He has served in various consulting roles related to...
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