Broker Check

Team

 

Jay Gilston, CWS®

Financial Planner/Managing Partner, Certified Wealth Strategist

(732) 677-7016

(732) 358-0625

Helping You Achieve Your Financial Goals Through Wealth Preservation & Growth Since 1988, Jay has earned a reputation throughout the New Jersey and New York Metropolitan areas for providing sound financial advice and superior client...

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Eric D. Sandowsky, CLTC, CWS®

Financial Planner/Managing Partner, Certified in Long Term Care, Certified Wealth Strategist

(732) 970-7363

(212) 658-9756

Helping You Achieve Your Financial Goals Through Wealth Preservation & Growth Since 1999, Eric has been specializing in comprehensive financial analysis and investment planning. He works with individuals and businesses across the...

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Lori Balawajder

Operations Team Manager

(732) 385-1176

As an Executive Assistant, Lori provides administrative support to our clients and planners to ensure insurance and investment documents are prepared efficiently and within a timely manner. She is responsible for establishing and...

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Donna Winters-Sandowsky

Director of Finance

(732) 385-1171

(212) 658-9756

As Director of Finance, Donna oversees the operations of the accounting department, ensuring that the department's goals and objectives are attained. She is responsible for the bookkeeping function including maintaining the general...

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Alison Maturo

Operations Team Member

732-677-7008

732-358-0625

As an Operations Team Member, Alison provides administrative support to our clients and planners. She is responsible for the marketing needs of Legacy Wealth Advisors and the planning and coordinating of client events. Alison joins us...

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Richard White

Financial Planner

973-585-3172

732-358-0625

Helping You Pursue Your Financial Goals Through Wealth Preservation & Growth Richard has been involved in the Financial Markets since 1980. First on the institutional side working with lead banking and brokerage firms in managing...

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Robin DeBlasio

Operations Team Member

732-385-5003

732-358-0625

As on Operations Team Member, Robin provides administrative support to our clients and planners making sure insurance and investment documents are prepared in a timely manner. She is also closely involved with client case management....

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