squaresJoan A. Antoniello
Principal, Mazars Wealth Advisors LLC

Joan Antoniello’s extensive experience in the financial services industry started in 1970 when she began her career in banking and was an Assistant Vice President of a large New York City bank. In 1981 she moved to the insurance industry and became an agent of MassMutual, and, for 20 years was a senior associate of one of the largest insurance organizations in New York City. She joined Mazars Wealth Advisors LLC on January 2, 2008. She is a Principal and Wealth Advisor for Personal and Corporate Planning.

She specializes in developing insurance programs and business succession plans for the corporate market as well lifetime income and estate planning strategies for high net worth individuals. Recently, she was a featured speaker at New York State Senator Liz Krueger’s Long Term Care Forum and has spoken about this topic on many other occasions.

Industry Expertise

  • Financial Services
  • Banking
  • Insurance

Service Specialties

  • Insurance Programs
  • Business Succession Plans
  • Lifetime Income and Estate Planning

Licenses & Certifications

  • Certified in Long-Term Care, CLTC Board of Standards, Inc.
  • Chartered Financial Consultant, The American College
  • Chartered Life Underwriter, The American College

 

Recent Media Coverage
“Long time Advisers Tips on Getting Referrals,” Dow Jones, September 2011
“10 signs that your insurance coverage is a turkey,” InsuranceQuotes.com, November 2011
“Making the Money Last,” Financial Adviser, February 2012
“PRACTICE MANAGEMENT: Fix An Insurance Problem, Win A Client,” Wall Street Journal, 2012




IMPORTANT DISCLOSURE INFORMATION Investment Advisory Services offered through Mazars Wealth Advisors LLC, a New York SEC Registered Investment Advisor. Securities offered through Comprehensive Asset Management and Servicing, Inc., 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211 Member FINRA/SIPC. Mazars Wealth Advisors LLC. is a separate entity from Comprehensive Asset Management & Servicing, Inc.

Check the background of this investment professional on FINRA’s BrokerCheck.








squaresJoan A. Antoniello
Principal, Mazars Wealth Advisors LLC

Joan Antoniello’s extensive experience in the financial services industry started in 1970 when she began her career in banking and was an Assistant Vice President of a large New York City bank. In 1981 she moved to the insurance industry and became an agent of MassMutual, and, for 20 years was a senior associate of one of the largest insurance organizations in New York City. She joined Mazars Wealth Advisors LLC on January 2, 2008. She is a Principal and Wealth Advisor for Personal and Corporate Planning.

She specializes in developing insurance programs and business succession plans for the corporate market as well lifetime income and estate planning strategies for high net worth individuals. Recently, she was a featured speaker at New York State Senator Liz Krueger’s Long Term Care Forum and has spoken about this topic on many other occasions.

Industry Expertise

  • Financial Services
  • Banking
  • Insurance

Service Specialties

  • Insurance Programs
  • Business Succession Plans
  • Lifetime Income and Estate Planning

Licenses & Certifications

  • Certified in Long-Term Care, CLTC Board of Standards, Inc.
  • Chartered Financial Consultant, The American College
  • Chartered Life Underwriter, The American College

 

Recent Media Coverage
“Long time Advisers Tips on Getting Referrals,” Dow Jones, September 2011
“10 signs that your insurance coverage is a turkey,” InsuranceQuotes.com, November 2011
“Making the Money Last,” Financial Adviser, February 2012
“PRACTICE MANAGEMENT: Fix An Insurance Problem, Win A Client,” Wall Street Journal, 2012


IMPORTANT DISCLOSURE INFORMATION Investment Advisory Services offered through Mazars Wealth Advisors LLC, a New York SEC Registered Investment Advisor. Securities offered through Comprehensive Asset Management and Servicing, Inc., 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211 Member FINRA/SIPC. Mazars Wealth Advisors LLC. is a separate entity from Comprehensive Asset Management & Servicing, Inc.

Check the background of this investment professional on FINRA’s BrokerCheck.



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© 2017 Mazars USA LLP is an independent member firm of Mazars Group.