Summit Financial Resources, Inc. - Victor D. Maccagnan

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Michael Aloi
Frank Araneo *
Carmen Armenti *
Robert Armstrong
Michele S. Babakian
Brian Barthold
Lawrence M. Bell *
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Michael Caputo
David Chepauskas *
Michael Conway *
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Wally Jandoli
Stuart Lantz
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Victor D. Maccagnan
Michael MacDougal
Paul Mascia
Herb Millman

*=Principal

Richard B. Millus
Andrew Moss
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Madelyn C. Spada
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David Xi

Victor D. Maccagnan , MBA, CFP^®, ChFC, CIMA^®

Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line: 973-285-4358
vmaccagnan@sfr1.com

Education:
• Fairleigh Dickinson University, MBA
• Roger Williams University, BS
• CIMA^®, Wharton School of Business
University of Pennsylvania
• ChFC, American College
• Financial Planning Program, New College of General
and Continuing Studies, Fairleigh Dickinson University

Specialization:
• Comprehensive Family Wealth Management
• Investment Management
• Estate Planning
• Retirement Planning

Business Experience:
• Director of Wealth Planning, office of Michael W. Conway,
  Summit Financial Resources, Inc.
• Financial Counselor, AMG National Trust Bank,
  Parsippany, NJ
• Investment Advisor, PNC Wealth Management,
  Millburn, NJ
• Financial Advisor, American Express Financial Advisors,
  Parsippany, NJ

Personal:
Victor has been quoted in Boomer_Market_Advisor magazine and has provided market updates on NJ 101.5. Victor is a member of the Investment Management Consultants Association. Victor and his wife Josephine live in Basking Ridge, NJ with their two children.