Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Jose O. Segura

ChFC, CExP

(518) 867-3210

518-867-3209

jose_segura@wagllc.com

Jose Segura is a Wealth Management Advisor at Wealth Advisory Group, LLC and a Financial Advisor with Park Avenue Securities, LLC. Jose has been educating and working with medical professionals, corporate...

Christine Smith

Administrative Assistant

christine.a.smith1@wagllc.com

Kerry Williams

Support Specialist/New Business

516-677-6252

kerry.williams@wagllc.com

Lisa Ying

Support Specialist/New Business

lisa_ying@wagllc.com

Reginald Williams

New Business

212-261-1811

reginald_williams@wagllc.com