PPS Advisors Employee Directory

Q: Who are PPS Advisors key employees?

Some of PPS Advisors key employees are Patrick McGovern , David Mottes

PPS Advisors corporate office is located in 4250 Veterans Memorial Hwy Ste 100E, Holbrook, New York, 11741, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Key Employees of PPS Advisors

PM
Patrick McGove...
Director, Operations & Finance
PhoneEmail
DM
David Mottes
Director, Business Development
PhoneEmail
PhoneEmail
PhoneEmail
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PPS Advisors Global Presence

Location	People at location
North America	1-10

Index of contact profiles from PPS Advisors

Hundreds of professionals searching for PPS Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SB
Sandra Brand
Email Direct
Operations Support Specialist
United States , New York , Holbrook

DM
David Mottes
Email Direct
Director, Business Development
United States , New York , Holbrook

Lawrence Passaretti
Email Direct
Chief Executive Officer & Chief Investment Officer
United States , New York , Holbrook

PM
Patrick McGovern
Email Direct
Director, Operations & Finance
United States , New York , Holbrook

TM
Thomas Muller
Email Direct
Chartered Retirement Planning Counselor
United States , New York , Holbrook

KB
Katelyn Banfi
Email Direct
Business Support Specialist
United States , New York , Holbrook

GN
Gary Nagle
Email Direct
Certified Financial Planner
United States , New York , Holbrook

BC
Bradley Cooke
Email Direct
Investment Advisor & Representative
United States , New York , Holbrook

NW
Nicole Wood
Email Direct
Investment Advisor & Representative
United States , New York , Holbrook

SG
Stephen Grieco
Email Direct
Investment Advisor & Representative
United States , New York , Holbrook

PP
Patrick Passaretti
Email Direct
Investment Advisor & Representative
United States , New York , Holbrook

Former Employees at PPS Advisors

Explore people who held key positions, contributed to PPS Advisors's success, and advanced their careers.

Gabriela Santana

Senior Manager, Brand ... at Revlon

Worked as Marketing Intern

at PPS Advisors (2016-2017)

Direct

Andrew Gilmartin

Director, Cfp, Cima, F... at Lebenthal Financial Se...

Worked as Investment Intern

at PPS Advisors (2017-2017)

Direct

Grace Smrek

Client Service Special... at Sapers & Wallack

Worked as Estate and Financial Planning Intern

at PPS Advisors (2023-2023)

Direct

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Vice President, Valuat... at Lincoln

Worked as Summer Investment Analyst

at PPS Advisors (2017-2017)

Direct

Mask Content

Mortgage Loan Officer at NATIONWIDE MORTGAGE BA...

Worked as Intern

at PPS Advisors (2017-2017)

Direct

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Licensed Real Estate S... at Coldwell Banker

Worked as Executive Recruiter & Business Support Special...

at PPS Advisors (2019-2020)

Direct

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Frequently Asked Questions Regarding PPS Advisors Employees

How many employees does PPS Advisors have?

PPS Advisors has 11-50 employees

Who are PPS Advisors key employees?

Some of PPS Advisors key employees are Patrick McGovern, David Mottes

Where is PPS Advisors located?

PPS Advisors’s headquarters are located at 4250 Veterans Memorial Hwy Ste 100E, Holbrook, New York, 11741, United States

How do I contact PPS Advisors?

PPS Advisors Contact Info: Phone number: (631) 439-4600 Website: www.ppsadvisors.com

What does PPS Advisors do?

PPS Advisors is a wealth management and financial planning firm based in Long Island, NY, dedicated to helping clients achieve their financial goals through tailored strategies. With over 30 years of experience, they prioritize fiduciary management, trust, and empathy in their client relationships. Their services include wealth accumulation, retire... Read More

Is PPS Advisors a public company?

PPS Advisors is private company therefore does not currently have an official ticker symbol

See more information about PPS Advisors Employees