Broker Check

Team

Planning, Protecting, Providing 

 
Anita joined St. Pedro and Associates in 1992. Her past experience in Banking, both with The Bowery Savings Bank in New York and Heritage Bank in New Jersey, along with customer service and claims settlements with Rueben H. Donnelley...

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David has been in the financial industry since 1991, focusing on providing sound, unbiased advice in the areas of wealth management, retirement plans, financial and estate planning and personal and business insurance. "In my 20 plus...

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An integral part of the St. Pedro and Associates administrative team, Dianne’s responsibilities include processing trades and new business, as well as client services. Drawing from her government and private business experience,...

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Jennifer is experienced in selling and servicing retirement, 401k and Simple IRA plans, as well as providing financial planning for individuals and families. Along with working with clients, over the past 15 years she has developed and...

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Joe St. Pedro is the founder of St. Pedro & Associates. Since 1984, he has been providing comprehensive financial and wealth planning. Joe has won numerous production and sales performance awards and has been recognized by many...

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Judy has been with St. Pedro and Associates since 1984. Her responsibilities include, case design, portfolio research, presentation development, financial software utilization, and insurance review, along with various administrative...

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Before joining the St. Pedro and Associates team, Lisa worked as an Administrative Assistant in the Defense Industry for 12 years. She holds Associate’s degrees from Northern Virginia Community College, in both Secretarial Science and...

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In July of 1999, Rick joined St. Pedro & Associates bringing with him a combination of business savvy and entrepreneurial ambition developed from successfully launching and growing several businesses. Rick earned his Bachelor’s degree...

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