The Team

Joseph Grund & Associates
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Tony Ferro

Tony Ferro

Financial Advisor

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Designations

MBA, CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies

Education

Iona College; Major in Psychology, Minor in Business, Nova University; Masters in Business Administration
CA Insurance #0H37575

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David Holland

David Holland

Private Wealth Advisor

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Designations

CFP®, CFA, JD

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies

Education

Hofstra University School of Law, Juris Doctorate, 1995, Yale University, Bachelor's of Economics, 1993, Long Beach High School, Valedictorian, 1989
CA Insurance #0H78302

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Benjamin Jay Silberman

Benjamin Jay Silberman

Financial Advisor

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Designations

CIMA®, CPWA®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

BSBA, Eastern Nazerene College, Boston MA, 1984, Electrical Engineering Associates, Community College of the Air Force, 1980
CA Insurance #0E22310

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Joseph Grund

Joseph Grund

Associate Manager

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Yale University, New Haven, CT, BA, Biology 1993
CA Insurance #0H12291

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Travis Routt

Travis Routt

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science in Finance from Florida State University, Bachelor of Science in Management from Florida State University

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Our Staff

Lori Fraraccio

Lori Fraraccio

Registered Client Service Associate

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Qualifications

  • FINRA Series 7 Licensed
  • FINRA Series 66 Licensed
  • FL Insurance 2-15: Life, Health and Variable Annuities Licensed
  • AA Degree from PBSC

Roles & Responsibilities

  • Client Service
  • Trading
  • Marketing/Seminar Coordinator
Dawn Sherwood

Dawn Sherwood

Registered Client Service Associate

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Qualifications

  • Series 7
  • Series 9
  • Series 10
  • Series 63 & 65
  • FL Insurance License 2-15: Life Health & Variable Annuity
Lesley Degenhart, CRPC

Lesley Degenhart, CRPC

Registered Client Service Associate