JERICHO, N.Y.--(BUSINESS WIRE)--Opal Wealth Advisors, a registered investment advisor (RIA), is pleased to announce that Gino Carollo has joined the firm as a financial advisor. Carollo oversees approximately $230 million in total client assets, and joins from Citigroup Global Markets Inc.
“We’re delighted that more and more advisors are choosing an RIA model with a fiduciary standard of care,” said Opal principal and co-founder, Lee Korn. “At Opal, Gino will have comprehensive support to be the best possible advisor to his clients. He comes to us with exceptional analytical skills and a depth of financial expertise. Gino also brings great personal warmth and empathy, making him an excellent fit for our firm.”
After a long and successful career in institutional wirehouses, Carollo was eager to make the move to an established independent registered advisory firm. At Opal, he will be providing personalized financial planning and investment guidance to high-net-worth families, executives, and business owners at Opal’s main office in Jericho, NY.
“After looking at many other firms, I joined Opal because in my opinion they will provide me with the highest quality support and professional training,” said Carollo. “My greatest joy is empowering people to live their dreams. And I believe that Opal’s methodology, investment resources, and leading-edge technologies are the best way to help my clients reach financial freedom.”
Before joining the Opal team in 2021, Carollo served as a financial advisor at Citigroup Global Markets Inc., where he specialized in financial planning and investment guidance. Previously, Carollo worked at HSBC Bank USA, HSBC Securities USA, and Morgan Stanley. He has over 25 years of financial industry experience.
About Opal Wealth Advisors
Opal Wealth Advisors is an independent registered investment advisor (RIA) providing financial and professional development services for both individuals and businesses. Founded by longtime partners Lee A. Korn, Jesse Giordano, and Joseph N. Filosa, Opal Wealth Advisors offers independent advice coupled with fully integrated services, support and technology. With a comprehensive focus on both financial planning and leadership development, Opal Wealth Advisors goes beyond traditional advice, inspiring clients to take control of their finances to achieve financial freedom. For more information, visit Opal Wealth Advisors at www.opalwealthadvisors.com.
