The Team

PAMG Advisors
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Carlos A Amaris

Carlos A Amaris

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families

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John A Nicolosi

John A Nicolosi

Financial Advisor

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Designations

CIMA®

Top Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Intergenerational Planning

Education

The Florida State University, Bachelor of Science in Multinational Business

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Carl F Nicolosi

Carl F Nicolosi

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Small Business

Education

B.S., Finance, Southern Connecticut State University, New Haven, CT

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Our Staff

Alyssa Storiale

Operations Leader

Business Development Specialist

Lisa Fox

Operations Leader

Business Development Specialist