Frattallone Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Frattallone Wealth Management Group
Team photo for Frattallone Wealth Management Group

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Advisors

Sylvia Frattallone

ChFC®, CLU®, APMA, AEP®, CDFA®, CRPC

Private Wealth Advisor

Franchise Owner
Visit Sylvia Frattallone's website

Jeremy Moore

MBA, CFA®

Financial Advisor

Chartered Financial Analyst®
Visit Jeremy Moore's website

R Jim Van Loo

CRPC

Financial Advisor

Visit R Jim Van Loo's website


Team

Logan O. Smith

Client Service Coordinator