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About Us
- Locations
Our Firm
Solutions
- Wealth Management
- Tax and Business Services
Resources
- Market Updates
- Press Releases & News
Client Access

Connect With Us

Archives: Team Members

Cory Poe

Deidre Barton

Michael Pultro

Donna Mannas

Brian Pultro

Stephanie Gillard

Lydia Therien

Maria Hernandez

Amber Johnson

Mishelle Shaffer

Maridea Wealth Management is comprehensive wealth management firm built on a client-first culture. The firm is dedicated to delivering industry-leading wealth management with integrity, hospitality, and a long-term commitment to clients’ financial success.

Get in touch

Address:

25 Kent Avenue, Suite 401, Brooklyn NY 11249

Email:

[email protected]

Call us

(347) 289-5227

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Disclosures

Maridea refers to Maridea Holdings LLC and its affiliated entities, including Maridea Wealth Management LLC (MWM), Maridea Insurance Company LLC (MIC) also doing business as Dietz, Futrell & Walters Insurance (DFW), Maridea Tax and Business Services LLC (MTBS), and Gagni Wealth Management LLC (Gagni). MWM is an SEC-registered investment adviser also doing business as River Cities Financial Services. Gagni is a Texas state-registered investment adviser. Registration does not imply a certain level of skill or training. Collectively, MWM & Gagni provide investment advisory and related services to clients nationally. Insurance-related services are offered through MIC dba DFW. Tax preparation and business services are offered through MTBS. For additional information, please refer to the disclosure pages linked below.

Securities offered by certain Maridea financial professionals who are also Registered Representatives of Private Client Services (PCS), Member FINRA / SIPC. PCS is securities licensed in all 50 states. Maridea and PCS are unaffiliated entities. You may check the background of any Maridea financial professional who is also a Registered Representative of PCS on FINRA’s BrokerCheck

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