For over 35 years, Sal has focused on helping meet the financial needs and wishes of his clients. He takes his wirehouse experience of 26 years at Merrill Lynch and 12 years at Morgan Stanley to the independent channel of Raymond James.
Sal, along with his team of professionals, has a philosophy that is centered on building long-term relationships through careful planning and wealth implementation. Sal looks at each client’s retirement goals, which require ongoing modifications as objectives and circumstances change. He also provides a high level of customer service.
Sal’s personal interests include playing racquetball, boating and golfing. He and his wife, Joan – both cancer survivors – support the local American Cancer Society and the Whittingham Cancer Center in Norwalk, Connecticut. Sal has three children, Allison, Michael and Julie. Allison is a marketing manager for Forevermark in Stamford, Connecticut; Michael is a financial advisor in Shelton; and Julie is a sixth grade science teacher in the Greenwich public school system.
Sal and Joan have been married for 37 years and reside in Trumbull, Connecticut. They enjoy traveling and being with their family and friends.