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Cara Angelo

Cara Angelo

Cara Angelo

Client Services Manager

E-mail: 
cangelo@avz.com

Cara is a client services manager at AVZ Wealth Management, assisting with the daily operations of the business. She has been a part of the wealth management team since 2003 and continues to find the work interesting with each new client presenting a new opportunity. She has passed the FINRA Series 7, FINRA Series 66 and New York State Life and Health Insurance exams. She holds a Bachelor’s degree in business from Dowling College and continued with post-graduate studies at C.W. Post University.

Get to know Cara—

What is your personal philosophy?

No one is in charge of your happiness, except you!

What do you like best about what you do?

Communicating with clients and being able to help them is something I’ve always enjoyed. I love that the job is always changing and evolving too—no two days are the same.

What are your hobbies and interests?

Spending time with my husband, Chris, and our daughter, Cameron, is my biggest hobby! I also enjoy any sort of do-it-yourself project, such as refinishing furniture or simple crafts.

If you could have a conversation with a famous person (dead or alive), who would that person be?

Honestly, talking to Ellen DeGeneres would be a lot of fun with lots of laughs!

Is there anything that most people don’t know about you that you can share?

For 20 years, I was involved in theatre, either choreographing for a show or performing on stage!

 

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to sell in the states of CA, CO, CT, FL, GA, IL, MA, MD, ME, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. This is not an offer to sell securities in any other state or jurisdiction.

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