Angelo joined Thompson Wealth Management in August 2014, bringing over 15 years of financial services experience. He has served in a variety of roles working with Financial Advisors and Wealth Management firms, including significant work with corporate executive compensation plans, such as ESOPs, restricted stock, and hedging strategies. Additionally, Angelo has extensive experience in risk management, trading operations, and supervisory oversight. Most recently, he served as a practice management consultant to a large client base of Financial Advisors.
Born and raised in the suburbs of New York City, Angelo holds an Economics degree from Princeton University. Upon graduation, he joined TD Waterhouse Institutional Services, where he obtained his Series 4, 7, 8, 24, and 63 licenses. From there, he moved on to Bear Stearns, JP Morgan, and RBC Wealth Management, providing his client base a continuum as his division at each company was acquired by the latter. With each acquisition Angelo assumed roles of increasing breadth and responsibility; always remaining close to his passion for financial planning and helping individuals achieve their financial goals.
As a Financial Advisor for the TWM team, Angelo will be responsible for designing, implementing and monitoring solutions to help clients reach and maintain their financial goals. His educational background and extensive industry experience, through multiple market cycles, helps ensure that Angelo is well equipped to service all of a client’s financial and estate planning needs.
Along with his wife, Stephanie, and daughter Giuliana, Angelo has enjoyed much of his vacation time on the Space Coast over the past ten years. They ultimately decided to relocate to the Melbourne area to be closer to family and enjoy the many outdoor activities Florida weather has to offer. In addition to being an outdoor enthusiast, Angelo is an accomplished winemaker. He has won several medals in state and national competitions and is an active member of the American Wine Society.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.