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Meet The Team

Zoriana M. Stawnychy, CFP®

teamZoriana Stawnychy has four decades of experience in the Financial Services Industry. She is the owner of Stawnychy Financial Services Inc., a Registered Investment Advisor which provides a full range of financial services to their clients. Services include wealth management, comprehensive financial planning, estate planning and insurance analysis. She was a Registered Principal with LPL Financial, the largest Independent Broker/Dealer (as ranked by Investment News based on total 2016 revenue) in the United States, for over 25 years. She started her career at Cigna Securities in the Estate Planning and Insurance Division and progressed to the Financial Planning Division.

Zoriana is a CERTIFIED FINANCIAL PLANNERTM professional and a licensed Life and Health Insurance Agent. In 2016 she qualified for membership in the highly prestigious Million Dollar Round Table (MDRT), a Premier Association of Financial Professionals®, which is a global independent association of the leading life insurance and financial services professionals from more than 500 companies and 67 countries. She has received over 20 awards for exceptional client services. Zoriana is a Five Star Wealth Manager in the state of New Jersey. In order to receive the Five Star Wealth Manager Award, 10 objective eligibility and evaluation criteria must be satisfied. She was a recipient of the Albert Nelson Marquis Lifetime Achievement Award presented by Marquis Who’s Who in 2017. She has had the honor of being listed in Who's Who in Finance and Industry since the year 2000 and has also been listed in many other distinguished directories.

Zoriana attended Fordham University where she was graduated with a B.A. in Liberal Arts.

Kevin Petty

teamKevin Petty is the Operations Manager at Stawnychy Financial Services Inc. He gained his experience during five years of working in Private Banking at JP Morgan Chase and Bank of America. There he gained an extensive knowledge of financial institution operations, controls and compliance.

Kevin attended Ramapo College of New Jersey where he graduated with a B.A. in Communication Arts and Digital Strategy.

Kevin is an accomplished musician and photographer. He enjoys theater and films, good food, and close friends.

 

Frank Lombardo

teamFrank is a graduate from Rutgers Business School where he completed his bachelor’s degree in finance. He is a financial planning and an investment assistant at Stawnychy Financial. He has a strong focus on the capital markets. Beyond his professional pursuits, he maintains an active lifestyle. He enjoys working out in the gym, snowboarding, and various outdoor experiences. His favorite spots to vacation at are The Bahamas and Aruba.

 

 

 

George Stawnychy

teamGeorge is responsible for quality control, as well as maintaining the security alert system on all portfolios and individual securities. He is involved in the day to day operations of the Stawnychy Financial Services office. He joined the financial services industry after a successful career in engineering. Outside of work he enjoys stamp and coin collecting.

 

 

 

 

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