Chief Executive Officer

Education:

Bachelors in Business Administration
University of Notre Dame

Professional Affiliations:

Million...

President

Education:

Bachelor of Science in Economics, Yale University

Professional Affiliations:

Financial Planning...

Financial Advisor

Education:

Clarkson University
Bachelor of Science - Engineering & Management

Professional Registrations and...

Senior Financial Advisor

Professional Experience:

Senior Financial Advisor - Allied Wealth Partners
Manager - Allstate Insurance Company -...

Financial Advisor

Donna takes pride in providing excellence in comprehensive wealth management.  She does a thorough analysis of a client...

Financial Advisor

Education:

B.A. Political Science
Seton Hall University

Registrations and Licenses:

FINRA Series 7 & 66

Tho...

Senior Financial Advisor

Education:

Bachelor of Arts in Economics - Denison University

Professional Registrations and Licenses:

Register...

Senior Financial Advisor

Professional Affiliations: 

Million Dollar Roundtable

Designations:

Chartered Life Underwriter (CLU)
Chartered...

Financial Advisor

Education:

William Paterson University
Bachelor’s degree in Finance
Minor in Economics

Registrations and Licenses:

...
Financial Professional

Education:

Metropolitan Technical Institute
Electronics Engineering Technology

Registrations and Licenses:

Ser...

Financial Representative

Education:

Bachelor’s Degree in Financial Planning-William Patterson University
Associate’s Degree in Information...

Senior Financial Advisor

Registrations & Licenses:

FINRA Series 7, 6, 65 & 66 Registrations Life/Health and Variable Insurance Licenses in all...

Financial Advisor

Education:

B.S. Finance-Business
Montclair State University

Registrations and Licenses:

FINRA Series 7, 9, 10...

Senior Financial Advisor


Registered representative and investment advisor representative of Securian Financial Services.

Financial Advisor

Education

Ramapo College
BA Business/Finance

Registration & Licenses

FINRA Series 7 & 63 Registrations
Life...

Financial Advisor

Education:

MBA- Finance, Pace University
Bachelor of Arts- Economics, Rutgers University

Professional...

Senior Financial Advisor

Education:

East Stroudsburg University 
Bachelor of Science in Economics 
Minor in Corporate & Personal Finance 

Reg...

Financial Advisor

Roberto Joseph joined the Allied Wealth Partners team in May of 2019. 

Currently residing int East Orange, New Jersey...

Director of Medical Services, Financial Advisor

Education:

Bachelor of Science in Finance,
Stern School of Business,
New York University

Professional...

Vice President - Investments

Registrations & Licenses:

FINRA series 4, 6, 7, 24, 63, 66

Life and Health Insurance Licenses (NJ, NY, PA, SC, FL...

Senior Financial Advisor

Education:

University of Richmond, Virginia, B.S. in Finance and Marketing

Professional Affiliations:

Chartered...

Financial Advisor

Education:

Personal Finance degree
University of Rhode Island

Professional Registrations and Licenses

Certifie...

Senior Financial Advisor

Professional Affiliations:

Financial Planning Association of New York 
Financial Women's Association of New York 
...

Financial Advisor

Education:

Bachelor of Science in Economics & Finance 
University of Bridgeport

Professional Registrations and...

Senior Financial Advisor


Registered representative and investment advisor representative of Securian Financial Services.

Education:

Bachelor Degree in Finance 
Thomas Edison, Trenton NJ

Professional Registrations and Licenses

FINRA...

Financial Representative

Registered representative and investment advisor representative of Securian Financial Services.

 
Financial Advisor

Education:
James Madison University

Bachelor of Business Administration

Registrations and Licenses:

FINRA...

Senior Financial Advisor


Registered representative and investment advisor representative of Securian Financial Services.

Financial Advisor

James Whelan joined the Allied Wealth Partner’s team in 2018 after graduating from Franklin and Marshall College, where...

Senior Financial Advisor

Professional Experience: 

Senior Financial Advisor
Business Entrepreneur

Professional Affiliations:

Million...