Alli Panagos

Alli is a Wealth Management Associate who joined the firm in January of 2021. She has a B.S. in Business Administration with a concentration in Finance from Monmouth University. Alli has Series 7- General Securities Representative & Series 66- NASAA- Uniform Combined State Law Exam licenses and is a licensed Life and Health insurance producer. She is currently pursuing her CFP professional certification. In her free time, she enjoys lounging on the beach with a good book and baking at home for friends and family.