Lynda Cairo Wlazlowski

With over 30 years of experience in the financial services industry, Lynda is a cornerstone of our firm. Holding both a Series 7 securities license and a life insurance license, Lynda brings a wealth of knowledge and expertise to our team.  Lynda also leads our employee benefits initiatives.

As our Office Manager and Financial Services Specialist, Lynda ensures that our office operates smoothly and efficiently. Known for exceptional customer service, Lynda is the go-to person for client inquiries and support, always ready to assist with a friendly and professional demeanor.

Lynda plays a crucial role in supporting new business initiatives, helping to onboard new clients and manage the necessary documentation. With a keen eye for compliance, Lynda ensures that all activities adhere to industry regulations and company policies.

Beyond managing the office, Lynda is a mentor and leader, fostering a collaborative and productive work environment. Their ability to support financial advisors, backed by her Series 7 and life insurance licenses, makes her an invaluable asset to both our team and our clients.

In her role, Lynda exemplifies dedication, expertise, and a commitment to excellence, making her an integral part of our firm's success.  Lynda graduated from Montclair State University with a degree in Business Commumication.