Peggy’s motto is simple: treat others as you’d like to be treated. This approach is on full display when working with clients. Saving and investing can be a stressful topic for many people. Peggy is quick to assure clients that they’re in good hands.
As Riolo Financial Group’s Office Manager, Peggy wears many hats. She is largely responsible for opening new accounts, maintaining information for current accounts, handling client inquiries, and supporting the financial advisors of the practice however needed.
Peggy received her bachelor’s degree from Iona University. She started her career with A.G. Edwards & Sons, spending eight years as the Assistant to the VP of Institutional Sales before leaving to raise a family.
Peggy lives in West Nyack, New York with her husband Brian and her four children, Robert, Brian, Maggie, and Norah (and her dog Jeter, of course). In her spare time, Peggy enjoys photography, which she has carried a passion for since she was a child.