Professional Registrations & Designations
- Series 7
- Series 63
- Series 66
- Variable Annuities
- Life, Accident & Health Insurance Licenses
Beyond the Office
For those of you who’ve become more than clients over the years — you already know most of this. But for the record:
Rosemary and I have been married for eleven years. We’re raising three kids — Salvatore (8), Antonino (5), and Maria, who turns two this July. They’re the reason I think about legacy the way I do, and they keep me honest about what actually matters.
My relationship with God is the foundation of everything — how I treat people, how I make decisions, and how I run this firm. We believe we’re called to be faithful stewards of what we’ve been given, and we hold ourselves to that standard every day.
Outside of work, you’ll find me running my kids to soccer practice — a sport that meant everything to me growing up and earned me a college scholarship — trying to perfect a traditional Italian dish passed down through generations, or out on the golf course, on the water, or logging a few miles on the road.
Everything I do comes back to the same thing: showing up for the people who matter most. That’s true at home, and it’s true at Moceri Wealth Partners. We’re just getting started, and we look forward to continuing to serve your family for years to come.
My Team
Grace is a finance student at Walsh College pursuing her Bachelor’s in Business Administration, where she is building a strong foundation in client service and financial operations. She is known for building strong relationships, delivering personalized service, and maintaining a high level of accuracy and accountability. Outside of her professional interests, Grace has a passion for fashion as a form of creative expression. She enjoys traveling and proudly considers herself to be a sushi connoisseur. She is also working toward becoming bilingual.