TSG Financial Advisors

Advisors

Advisor photo for Jose Delgado

Jose Delgado

CFP®, APMA®, CRPC

Private Wealth Advisor

Managing Partner of TSG Financial Advisors
Visit Jose Delgado's website
Advisor photo for Conrad Santiago

Conrad Santiago

CFP®, MSFS

Private Wealth Advisor

Managing Partner of TSG Financial Advisors
Visit Conrad Santiago's website


Team

Ryann Morgan

Ryann Morgan

Client Service Specialist

Roles & Responsibilities

  • Prepare for client review sessions
  • Maintain client service system
  • Supports client-based communications
  • Business Administration
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Darlene Santiago

Darlene Santiago

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Correspondence
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Naomi Joseph

Naomi Joseph

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Analysis
  • Financial Planning Coordination
  • Data Gathering
  • Client Service
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Derek Santiago

Derek Santiago

Financial Planning Assistant

Qualifications

    • FINRA Series 7 License
    • MBA, Finance, Endicott College

Roles & Responsibilities

  • Data Gathering
  • Financial Planning Analysis
  • Financial Planning Coordination
  • Client Service
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