Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Find a Financial Advisor

Anthony Romeo
Dennis Martin
Edward Magett, CRES
Glenn Gordon
Gregory Maloney
James Maloney
Joseph Roccosalvo
Kalervo Raustiala
Keith Fuchs
Kevin Conroy
Louis Petrozza
Malcolm Douglas
Nicholas Russo
Paul McKee
Peter Bartone, CRES
Rhonda Larit
Robert Seipp
Sharlene Jamison
Thomas Boerum

Anthony Romeo

President

631-232-7900

631-232-7929

aromeo@gwnsecurities.com

Anthony Romeo is the President of CGAA, Inc. located in Hauppauge, New York. Since 1996 CGAA has worked with School District employees throughout Long Island helping them to save for retirement via the 403b Retirement Benefit program....

Thomas Boerum

Vice President

631-232-7900

631-232-7929

tboerum@gwnsecurities.com

Thomas Boerum is a Financial Advisor and Vice President of CGAA, Inc. in Hauppauge, New York. CGAA, Inc. is a Long Island based Financial Services firm that focuses on personalized wealth management for individuals, people in the...

Rhonda Larit

Office Manager

631-232-7900

631-232-7929

rlarit@gwnsecurities.com

Peter Bartone, CRES

Financial Advisor of GWN Securities, Inc

(631) 232-7900

pbartone@gwnsecurities.com

Peter is a Financial Professional that is passionate about helping educators achieve their financial goals. He began his Investment Planning Career with New York Life Insurance Company in 2000 after spending 10 years in the Hospitality...

Malcolm Douglas

Financial Advisor of GWN Securities, Inc

631-232-7900

631-232-7929

mdouglas@gwnsecurities.com

Malcolm Douglas is an alumni of Paine College in Augusta, Georgia. Mr. Douglas has been an insurance and financial advisor for 44 years and is currently affiliated with CGAA, Inc. and is registered with GWN Securities with whom he has...

Robert Seipp

Financial Advisor

631-232-7900

631-232-7929

rseipp@gwnsecurities.com

My name is Robert Seipp, I've been teaching Math at John Jay High School in Hopewell Junction, NY for the past 22 years. In addition to being a teacher, I'm also a registered representative with GWN Securities, Inc.. I currently manage...

Kevin Conroy

Financial Advisor of GWN Securities, Inc

631-232-7900

kconroy@gwnsecurities.com

Kevin Conroy started his career as a Stock Broker with Smith Barney in 1996. In 2002 he moved to a sister company called Citistreet and commenced working in the 403b market, helping school district and non-profit employees save for...

Dennis Martin

Financial Advisor

631-232-7900

631-232-7929

dmartin@gwnsecurities.com

Dennis Martin is a Financial Advisor with CGAA, Inc. He is currently inhis 21st year assisting Long Island school district employees with theirretirement, life insurance and college planning needs. With Dennis it isall about building...

Edward Magett, CRES

Financial Advisor of GWN Securities, Inc

631-232-7900

631-232-7929

emagett@gwnsecurities.com

Edward G. Magett is a Financial Professional with CGAA, Inc. He has built his career in financial services focusing on personalized wealth management for individuals, people in the educational workforce, and small businesses. Edward...

Sharlene Jamison

Financial Advisor of GWN Securities, Inc

631-232-7900

631-232-7929

sjamison@gwnsecurities.com

Sharlene Jamison, financial professional, mother of two, a business woman, and entrepreneur. She takes a leadership role in life’s endeavors. Her goal is to give insight to the reality of life, procrastination, and the unknowing...