Meet The Team

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

516-758-2433

pflorio@floriowmg.com

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

516-758-2434

sflorio@floriowmg.com

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

516-391-0372

breitja2001@yahoo.com

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...

Shanna Wurth

Director of Operations

516-758-2432

swurth@floriowmg.com

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...

Beth Lamorgese

Director of Communications

516-508-3564

516-758-2431

blamorgese@floriowmg.com

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

516-286-6888

516-758-2431

ssolano@floriowmg.com

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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