Andrea Agosta, Office Manager
Andrea is our office manager. Originating from Queens, New York, she is a highly experienced veteran in the financial services industry. Her knowledge of back office operations, account maintenance procedures, and cash management is rarely equaled. As a nineteen-year veteran in our industry, she is truly an asset to us, but most especially, our valued clients.
Andrea is a graduate of Queens College. Her broad experience and quality client care has netted her several achievement awards from major brokerage wire firms. She is both motivated and enthusiastic about developing good relations with our valued clients. Now, as a resident of Delmarva, she enjoys our relaxed setting here in our office. She lives in Salisbury with her beloved dog Charlie.