TC Fung, CFP®, CLU®

TC Fung, CFP®, CLU®

Executive Vice President In my prior career, I had the opportunity to work for a multi-national corporation in three continents around the world.  This career provided me a platform to be exposed to several different cultures. With this diverse background, I embarked...
Mark S. Dolfis, CFP®, AIF®

Mark S. Dolfis, CFP®, AIF®

Executive Vice President At the core, I’m an analytical person. Data and logic are important to me. I have an Electrical Engineering degree from Vanderbilt University. But I also really like talking to people and learning about their lives. In addition to...
Tom Natoli, CFP®, CLU®, ChFC®, AIF®, CPFA

Tom Natoli, CFP®, CLU®, ChFC®, AIF®, CPFA

Executive Vice President With over 40 years of experience in the financial services and telecommunication industries, I have a proven track record of applying innovative financial management skills in both corporate and individual settings. The cornerstone of that...
Mark Swartz, JD, CLU®, ChFC®, CFP®, AIF®, CPFA

Mark Swartz, JD, CLU®, ChFC®, CFP®, AIF®, CPFA

President & CEO With my background in Law and Business, I have worked with businesses, business owners and professionals for over 30 years.  In addition to the needs that successful individuals have, e.g., wealth management, retirement and estate planning...
James Frank, JD, LLM

James Frank, JD, LLM

Director of Advanced Planning In my experience, a consultative approach to planning produces the best results. Successful individuals and families are well served by financial advisors with the listening skills and breadth of subject matter experience to help...
Medicare Seminar Q & A Supplement

Medicare Seminar Q & A Supplement

Please review, and if desired, download and share the attached summary. The attached information has been furnished by a third-party and is being provided to you for your general information. John Hancock is not an affiliate of Equitable Advisors, LLC (Equitable...
Identity Theft and Cybercrime Seminar

Identity Theft and Cybercrime Seminar

Thank you for attending our Identity Theft and Cybercrime Seminar. Please review, and if desired, download and share the attached summary. The attached article is being provided as an educational and informational convenience. Jeff Lanza is solely responsible for the...

Market Volatility – What it May Mean to You

Is market volatility good or bad?  It may be both….depending on whether you are a seller or purchaser of stocks.  When the volatility results in a market decline, it is more attractive to invest.  Each dollar purchases more stock when prices are down.  Therefore,...