Our Vision at Perkins-LondonWealth Advisors, we aim to build deep, lifelong relationships with those who value advice and are committed to growth. As a premier wealth management organization, we help to map out your life’s voyage and guide you into the future. We strive to create generational success built on a foundation of trust, excellence, and innovation.

Our Mission is to inspire confidence, simplify life, and reduce stress.

We value Growth, Integrity, Relationships, Excellence, and Health.


Our advisors

Randall C Perkins, Private Wealth Advisor serving the East Meadow, NY area - Ameriprise Advisors

Randall C Perkins

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Randall C Perkins Visit Randall C Perkins's website
Jonathan London, Financial Advisor serving the East Meadow, NY area - Ameriprise Advisors

Jonathan London

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jonathan London Visit Jonathan London's website
Belva Barned, Associate Financial Advisor serving the East Meadow, NY area - Ameriprise Advisors

Belva Barned

MBA, CRPC®

Associate Financial Advisor

Learn more about Belva Barned Visit Belva Barned's website

Our team

Lilliam Moreno

Lilliam Moreno

Practice Manager

Qualifications

  • Perkins Wealth Advisors, 1992 - Present

Roles & Responsibilities

  • Overall Practice Financials
  • Human Resource Management
  • Compliance Specialist
  • Notary Public: State of New York, Queens County
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Rovita Budhu

Rovita Budhu

Operations Manager

Qualifications

  • Perkins Wealth Advisors, 2015 - Present
  • Bachelor's of Science in Accounting and Business Administration - SUNY College at Plattsburgh, 2021
  • Bachelor's of Science in Psychology - SUNY University at Buffalo, 2019
  • Nassau County Consumer Affairs, 2014 - 2016

Roles & Responsibilities

  • Establish, Maintain & Update Processes
  • Manage Operations Workflow
  • Training & Staff Development
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Susan F. Cozzolino

Susan F. Cozzolino

Client Service Manager

Qualifications

  • Perkins Wealth Advisors, 2010 - Present
  • Hadassah - Membership Servicing & Operations Manager, 1995 - 2009
  • Bachelor's of Arts in Economics, Boston University

Roles & Responsibilities

  • Estate Settlements
  • Transfers
  • Insurance & Annuities
  • 529 Accounts
  • Notary Public - State of New York, Nassau County
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Alex Varkatzas, MBA, CRPC<sup>®</sup>

Alex Varkatzas, MBA, CRPC®

Paraplanner,

Financial Planning Specialist

Qualifications

  • Series 7, February 2020
  • Series 63, June 2020
  • Life, Accident, and Health Insurance, May 2019
  • Northwestern Mutual - Financial Advisor, 2019-2020
  • Master's of Business Administration - Adelphi University, 2019
  • Bachelor's of Science in Psychology - Binghamton University, 2017

Roles & Responsibilities

  • Portfolio Analyst
  • Financial Planning Assistant
  • Trading
  • Client Data Updates
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Keshia David

Keshia David

Operations Specialist

Qualifications

  • T-Mobile - Supervisor, 2014-2019
  • T-Mobile - Events Marketing Specialist, 2017-2019
  • T-Mobile - Operations Specialist, 2014-2017
  • Bachelor's of Arts in Political Science - John Jay College, 2015

Roles & Responsibilities

  • Calendar Management
  • New Client Onboarding
  • Operations Workflow - Preparation, Processing & Follow-Up
  • Client Data Updates
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China Ho-Young

China Ho-Young

Receptionist

Qualifications

  • Pursuing Associates Degree in Accounting - Nassau Community College, 2023
  • Mullooly, Jeffrey, Rooney & Flynn, LLP - Receptionist, 2019 - 2021
  • Cronin, Cronin, Harris, & O'Brien, LLP - Administrative Assistant, 2016 - 2018

Roles & Responsibilities

  • Calendar Management
  • Mail Handling
  • Client Data Updates
  • Assist Operation's day-to-day workflow
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