The Trotta Team

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for The Trotta Team
Team photo for The Trotta Team

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Advisors

Advisor photo for Frank Trotta

Frank Trotta

Financial Advisor

Associate Vice President
Visit Frank Trotta's website
Advisor photo for Tony Trotta

Tony Trotta

Financial Advisor

Vice President
Visit Tony Trotta's website


Team

Alissa Vietz

Alissa Vietz

Registered Client Service Associate