Ms. Angelo has been with the Firm since 2001. In May 2004, she started her career with AVZ Wealth Management, LLC as a Financial Associate. Since then, Cara has earned her FINRA Series 7 and NASAA Series 66 license, as well as her New York State Life and Health Insurance License. In addition, she completed coursework with theCollege ofFinancial Planning to receive the Professional Designation of Registered Paraplanner (SM).

Ms. Angelo supports AVZWM in managing the administrative and operational duties. She also has a growing role in the area of customer service and retirement plans.

Ms. Angelo holds a Bachelor of Business Administration Degree with an emphasis in Finance from Dowling College in Oakdale, New York.