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New York Lake Success_Blue

3 Dakota Drive, #310
Lake Success, NY 11042

Directions

Phone: 516.487.8220

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Wealth Management

Our Team

CAPTRUST's Lake Success office offers clients holistic financial services and is experienced in providing trusted, highly skilled and client-focused wealth management, investment advisory, and financial planning services.

Advisor

David E. Goldberger

Financial Advisor

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Advisor

Veronica Karas, CFP®

Vice President,
Financial Advisor

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Advisor

Alan Kleinberg, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Laurie Lange

Vice President,
Financial Advisor

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Advisor

Michael Lenzo

Financial Advisor

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Advisor

Claude Molosiu, CFA®

Vice President,
Financial Advisor

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Advisor

Lori Morse

Financial Advisor

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Advisor

Marilyn Schaja

Vice President,
Financial Advisor

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Advisor

Brett Schwartz, CFP®

Senior Financial Advisor

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Advisor

David H. Schwartz, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Fred Sloan, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Kathy Waters

Vice President,
Financial Advisor

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Advisor

Oleg Zviagin

Financial Advisor

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Advisor

Elaine Phillips, CFP®

Financial Advisor

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New York - Lake Success

3 Dakota Drive,
#310
Lake Success, NY 11042
Phone 516.487.8220