David Massaroni
Hello and welcome! I'm David Massaroni, the Founder of Massaroni Wealth Management. My journey in financial services began in 2012, and since then, I've been dedicated to guiding individuals towards personalized financial success.
With a background as a Senior Portfolio Advisor at Merrill Lynch and a B.A. in Finance from Siena College, I bring a wealth of experience to the table. Holding Series 6, 7, 63, and 65 with LPL Financial, I am committed to providing tailored solutions that align with your unique needs and aspirations.
Your financial well-being is my priority, and I'm here to listen, understand, and deliver results. Let's embark on this financial journey together—welcome to Massaroni Wealth Management.
Cindy Osborne
Meet Cindy, the invaluable Administrative Assistant at Massaroni Wealth Management. With an impressive 14-year tenure in the financial services industry, Cindy honed her expertise at Northwestern Mutual Financial Network before bringing her wealth of experience to LPL in 2021. She seamlessly integrates her administrative prowess with a deep understanding of Advisor support through the Admin Solutions Program.
Beyond the professional realm, Cindy finds joy in the culinary arts, indulging in a good book, and exploring local wineries. Since 2010, she has dedicated her time to volunteering at her local women's shelter, finding immense fulfillment in giving back to her community.
In her personal space, Cindy is a proud mother, sharing her home with her beloved dogs and cats. As a crucial part of the Massaroni Wealth Management team, Cindy adds a touch of dedication and warmth to our mission of financial success.