At GM Advisory Group, Inc. our mission is to provide our clients with the most comprehensive, effective financial planning available.
Through our half-century in the industry, we've learned that a collaborative approach that capitalizes on the combined expertise of certified financial analysts, planners, and accountants is the optimal way to accomplish this. By delivering a coordinated effort that encompasses all aspects of successful wealth management, our clients receive the best opportunity to attain their financial goals, preserve their estate, and experience the broadest asset protection.
And it allows them to live without the burden of financial worry, and the freedom to focus on other matters.
We believe in a detailed, customized approach that targets each client's unique objectives, concerns, and risk tolerance. And we strongly feel that providing clients with ongoing support and consultation throughout the many stages of life is an essential part of successful wealth management.
But we also realize there's no substitute for caring and dedication. We're truly invested in each of our client's successes, and work tirelessly to help ensure our clients realize their financial aspirations.
Management Team
Frank P. Marzano
Managing Principal
Emily Alessio
Director of Operations
Danielle Siano
Office Manager
Investment Team
Edward L. Vallar
Director of Strategy and Research
Bruno J. Fellin
Director of Portfolio Management
Christopher A. Basta
Managing Director
Frank J. Lavrigata
Research Analyst
Brian Comiskey
Research Analyst
Client Service Team
Dorothy Piccirillo
Client Relationship Manager – Transition Management and Custodian Relations
Lyndsey Gorham
Client Relationship Manager
Kristine Boduch
Client Relationship Manager
Maureen Goff
Client Relationship Manager
Nellie Chu
Client Relationship Manager – Fund Services
Bryan J. Leone
Client Service Specialist
Suzanne D'Angelo
Controller
Dana Larson
Administrative Assistant