Francis Rizzo Email and Phone Number

Life, Health, Property and Casualty Insurance We represent all the very best insurance Company's, Chubb, Pure, AIG, etc. that have the highest ratings. I would love to have our team review your insurance program to ensure that you have all the protections that you need, and your value proposition is intact.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Aegis Wealth Partners is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. SCL_2017-05-03T12:47:09.161 Exp 5/19

My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills.

SeaCrest Wealth Management, LLC, headquartered in Purchase, NY is led by a very talented team of investment professionals dedicated to providing unbiased, conflict free investment advice and financial planning. We offer a wide array of investment products and services to assist you in meeting your financial goals.

Manage and Supervise 20 Internal Relationship Associates in the marketing and sale of Mutual Funds, Separately Managed Accounts and ETFs to National Wire Houses, Independent and Regional Channel as well as the Retirement and DCIO Channels.

Managed a team of professionals responsible for $180 million in AUM for HNW and UHNW clients. Handled the on-boarding, portfolio review, and the development of financial plans. The team focused on Asset Allocation, Separately Managed Accounts, and Financial Planning.

Responsible for the oversight of the Greenwich, Westport and fairfield branch offices. Managed a book of business of HNW and UHNW clients, which focused on Financial Planning and Asset Allocation.

Managed Financial Advisors in the establishment of focused client presentations with the goal of building the firm's AUM resulting in increased production of 20%. Responsible for the hiring, training and performance management of the branch employees.