Dominic A. Oteri, CFP® – Associate Wealth Advisor - FPA Wealth Management Advisory Team
Dominic is a member of the FPA Wealth Management team since 2013 after beginning his career at The Vanguard Group. Dominic is responsible for the relationship management of a select group of clients. Dominic coordinates all wealth plans for our advisors and manages our planning platform, WealthVision®. Additionally, Dominic is also responsible for assisting the advisors with investment and portfolio research, reporting and trading.
Dominic, an Investment Advisor Representative under Private Advisor Group, is a CERTIFIED FINANCIAL PLANNER professional TM (CFP®). He holds FINRA Series 6, 63, and 65 registrations, registered through LPL Financial and holds a Life, Annuity and Health Insurance license for the state of Pennsylvania. Dominic is a proud graduate with a Bachelor of Science degree in Finance with a minor in Risk Management & Insurance from La Salle University.
Email Mr. Oteri at firstname.lastname@example.org
Donna Vickers - Operations Manager
For over 22 years, Donna has served as the firm’s Operations Manager. Donna is primarily responsible for all bookkeeping, payroll and procurement services at Financial Planning Associates.
In addition to her role as the firm’s Operations Manager, Donna also coordinates all of the firm’s charitable endeavors and community service events.
Donna has a Bachelor of Science degree in Management from St. Joseph’s University.
Email Ms. Vickers at email@example.com
Eileen Kenny - Client Services Associate - FPA Wealth Management Advisory Team
Eileen holds FINRA Series 6 and 63 registrations, registered through LPL Financial. She is currently working toward obtaining Life and Health insurance licenses. Eileen holds a Bachelor of Science degree in Biology from West Chester University.
Eileen Kenny joined the FPA Wealth Management team in 2018 after beginning her career at New York Life Insurance Company as an agent’s assistant. Soon after, she began working at The Vanguard Group as a College Savings Plan specialist.
Eileen is responsible for assisting our clients with coordinating review appointments, processing new business and monitoring all account transfers. Additionally, Eileen is responsible for assisting the advisors with generating performance reports and opening new accounts.
Email Ms. Kenny at firstname.lastname@example.org
VesnaAnn Tucker - Client Service, Client Communication and Events - FPA Wealth Management Advisory Team
VesnaAnn Tucker joined FPA Wealth Management in 2018 with direct client service experience after working with Philadelphia residents within the Pennsylvania Waiver Program. VesnaAnn is responsible for coordinating our client events, as well as serving as our insurance specialist, responsible for processing insurance applications and guiding cases through the underwriting. Additionally, she manages the FPA Wealth Management website and social media.
VesnaAnn has a Bachelor of Arts degree in Psychology from Widener University. She lives in Philadelphia, PA.
Email Ms. Tucker at email@example.com
Jennifer A. McCormick – Project Manager
Jennifer McCormick joined FPA Wealth Management in 2017. Jennifer has over 10 years of experience in supply chain and logistical management for several Fortune 500 companies, including Nabisco, Inc. and Campbell Soup. She is primarily responsible for assisting in organizing our client events. Additionally, Jennifer’s background in logistics and project management makes her a perfect addition to help us run several internal, long-term projects, as we work towards achieving our long-term corporate vision.
Jennifer has a Bachelor of Science degree in Business Logistics from the Pennsylvania State University. She lives in West Chester, PA with her husband and 3 children.
Email Ms. McCormick at firstname.lastname@example.org
Robert (Rob) C. Kedra – Client Services Associate
Rob joined the FPA Wealth Management team in January 2018. Rob's primary role is to assist clients in setting up and maintaining their personal financial homepage in FPA’s WealthVision financial management system.
Rob also helps with the FPA Investment Committee in assisting in investment research and asset allocation management.
Rob is working towards a Bachelor of Science degree in Marketing from Delaware Valley University. Rob lives in Doylestown, PA.
Email Mr. Kedra at email@example.com