Our Financial Advisory Team
We're Christopher and Dana Nicolosi.
At Nicolosi Wealth Management, our mission is to provide personalized financial guidance by considering each client's complete financial picture and developing tailored asset allocation strategies that align with their unique goals and circumstances. We are committed to a disciplined, long-term investment approach that pursues consistent risk-adjusted returns and helps our clients work toward their version of financial success over time.
Christopher Nicolosi
Vice President of Investments
(516) 962-2015
christopher.nicolosi@lplfinancial.com
Christopher Nicolosi, Vice President of Investments, brings over 35 years of experience in the financial industry, and holds through LPL the Series 7, Series 65, Series 66, and Series 63 licenses. He earned his BS in Finance with a minor...
Dana Nicolosi
Client Services Associate
(516) 962-2015
dana.nicolosi@lplfinancial.com
Dana Nicolosi is a dedicated Client Services Associate at Nicolosi Wealth Management and has spent 14 years helping clients pursue their financial goals. With a background in computer programming from the New England Institute of...