Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Tax Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, Business Administration, Hofstra University, Hempstead, NY

Awards & recognition

  • Ameriprise Circle of Success, 2006, 2011

Entertainment Industry

We advise all kinds of individuals in the entertainment industry. We work with actors and actresses, producers, directors, stunt doubles and more. Here at De Vita & Associates, we are committed to helping you feel more confident about your financial future no matter the career path!

Community participation

    I frequently donate to Operation Underground Railroad.
    As a practice we participate in the annual drive for supplies and donations to provide for the homeless community working together with the Long Island Coalition for the homeless.
    Served as board member and Director of Public Relations for Habitat for Humanity in Nassau County; 2011-2013

Interests

    I love to travel! We travel to lots of different places but Europe is our most explored destination. I appreciate experiencing new cultures and learning the different ways of life.

I enjoy history, independent films, opera, ping-pong and horticulture. In addition, I have an eclectic taste in music ranging from classical to hip hop.

    Physical and spiritual health are very important to me as well. I follow a healthy lifestyle by playing tennis and practicing meditation daily.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.