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Kristie Fazio

Kristie Fazio

Operations Manager

Kristie Fazio has been with our firm since 2015. Kristie earned her bachelor degree in Accountancy from Marist College. She manages, directs and coordinates the operations of the business to provide productivity and efficiency. She closely works with the financial advisors to prepare comprehensive financial planning for client appointments. In her spare time, Kristie enjoys traveling and spending time with her family.