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Michael Stephani Email & Phone Number

Financial Representative at Wealth Advisory Group LLC
Location: Patchogue, New York, United States 7 work roles 3 schools
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Current company
Wealth Advisory Group LLC
Role
Financial Representative
Location
Patchogue, New York, United States
Company size
123 employees

Who is Michael Stephani? Overview

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Quick answer

Michael Stephani is listed as Financial Representative at Wealth Advisory Group LLC, a with 123 employees, based in Patchogue, New York, United States. AeroLeads shows a matched LinkedIn profile for Michael Stephani.

Michael Stephani previously worked as Financial Broker at Wealth Advisory Group Llc and Managing Owner at The Harbor Crab Co.. Michael Stephani holds Bachelor'S Degree, Social Sciences from University Of Tampa.

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Wealth Advisory Group LLC

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About Michael Stephani

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Current workplace

Michael Stephani's current company

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Wealth Advisory Group LLC
Wealth Advisory Group Llc
Financial Representative
Patchogue, NY, US
Website
wagroupllc.com
Employees
123
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7 roles · 16 years

Michael Stephani work experience

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Financial Broker

Wealth Advisory Group Llc

Melville, New York, United States

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Wealth Advisory Group LLC is not an affiliate or subsidiary of Guardian. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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.

Managing Owner

The Harbor Crab Co.

Patchogue New York

- Oversee all inventory purchasing and management - Implemented marketing strategies to increase sales growth each year of ownership- Established strong relationships with food and beverage distributors - Collaborated with Brand Managers to help launch newly released products

Ophthalmic Sales Representative

Alcon

Long Island New York

#1 OSR in nation for Systane in 2013#1 OSR in nation for Travatan Z in 2014 Grew Alcon’s local pharmaceutical product line within the Ophthalmology space

Aug 2013 - Aug 2016

Financial Advisor

Penn Mutual

2 Park Ave, Nyc

Work with business owners, young professionals and individuals to help grow while protect their incomes, retirements and families from expected and unexpected life events. Work with individuals who are in transition between jobs as well as entering into retirement to make sure their money is working as hard for them as they worked for their money.

Jul 2012 - Aug 2013

Internship

Merrill Lynch

Tampa/St. Petersburg, Florida Area

2011 - 2012 ~1 yr
Team & coworkers

Colleagues at Wealth Advisory Group LLC

Other employees you can reach at wagroupllc.com. View company contacts for 123 employees →

SM Stephanie Margulies Stephanie Margulies Colleague at Wealth Advisory Group LlcNew York, United States View → KR Kamerick Rampersad, Cltc, Lutcf Kamerick Rampersad, Cltc, Lutcf Colleague at Wealth Advisory Group LlcNew York City Metropolitan Area, United States View → CW Christopher Walker Christopher Walker Colleague at Wealth Advisory Group LlcNew York City Metropolitan Area, United States View → BK Bill King Bill King Colleague at Wealth Advisory Group LlcWoodbury, New York, United States View → MM Martin Meisels Martin Meisels Colleague at Wealth Advisory Group LlcNew York City Metropolitan Area, United States View → SF Stephen F. Murphy Iii, Clu®, Dia, Dif, Cltc® Stephen F. Murphy Iii, Clu®, Dia, Dif, Cltc® Colleague at Wealth Advisory Group LlcNew York City Metropolitan Area, United States View → VS Vincent Stempien Vincent Stempien Colleague at Wealth Advisory Group LlcPlainview, New York, United States View → AB Alexa Belcastro Alexa Belcastro Colleague at Wealth Advisory Group LlcSchenectady, New York, United States View → AP Alexis Peschieri Alexis Peschieri Colleague at Wealth Advisory Group LlcSaratoga Springs, New York, United States View → MT Margabanhu T Margabanhu T Colleague at Wealth Advisory Group LlcChennai, Tamil Nadu, India View →
3 education records

Michael Stephani education

Bachelor'S Degree, Social Sciences

University Of Tampa

Activities and Societies: Pi Kappa Phi

Education record

Patchogue Medford High School
FAQ

Frequently asked questions about Michael Stephani

Quick answers generated from the profile data available on this page.

What company does Michael Stephani work for?

Michael Stephani works for Wealth Advisory Group LLC.

What is Michael Stephani's role at Wealth Advisory Group LLC?

Michael Stephani is listed as Financial Representative at Wealth Advisory Group LLC.

Where is Michael Stephani based?

Michael Stephani is based in Patchogue, New York, United States while working with Wealth Advisory Group LLC.

What companies has Michael Stephani worked for?

Michael Stephani has worked for Wealth Advisory Group Llc, The Harbor Crab Co., Alcon, Penn Mutual, and Empire Wealth Strategies.

Who are Michael Stephani's colleagues at Wealth Advisory Group LLC?

Michael Stephani's colleagues at Wealth Advisory Group LLC include Stephanie Margulies, Kamerick Rampersad, Cltc, Lutcf, Christopher Walker, Bill King, and Martin Meisels.

How can I contact Michael Stephani?

You can use AeroLeads to view verified contact signals for Michael Stephani at Wealth Advisory Group LLC, including work email, phone, and LinkedIn data when available.

What schools did Michael Stephani attend?

Michael Stephani holds Bachelor'S Degree, Social Sciences from University Of Tampa.

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