Meet the Team

For nearly four decades, we have been dedicated to improving outcomes for families and locally owned businesses. With the goal of improving upon traditional financial planning, which often leads with products, we developed and honed the Wealth with Peace™ process to put clients’ goals and values at the forefront of any planning that we do. Our in-house team of professionals, along with our many strategic partners, provide a one-stop-shop for comprehensive, integrated wealth management.

Peter F. Florio, CFP, CLU, ChFC, CExP, CLTC


Peter Florio 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...

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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...

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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...

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Beth Lamorgese

Content and Communications Manager



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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MaryAnne Schembri

Client Service and Operations Manager



MaryAnne Schembri holds a Bachelor of Science from Hofstra University’s Frank G. Zarb School of Business and has over 20 years of experience in the financial services industry. As Client Service and Operations Manager at Florio...

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Steve Solano

Chief Compliance Officer



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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