Cataldo Panici is a Senior Vice President of Investments and brings over 25 years of financial services experience to the firm. Offering a full suite of financial solutions, he helps his clients develop customized strategies designed to meet their financial needs, goals, and dreams. Cataldo is focused on understanding his clients’ personal circumstances and ensuring their financial strategy reflects their long term goals, risk tolerance, income, and tax considerations. His philosophy is built upon helping his clients achieve success through sound judgment, disciplined advice, and careful planning. Cataldo received the Certified Fund Specialist designation from the Institute of Business &a