Our Team
I and my staff are ready, willing and able to serve you and your account needs in a pleasant and professional manner. With Osaic Wealth, Inc. as your broker/dealer and account being carried by National Financial Services, LLC, Member NYSE/SIPC you may view your accounts at any time in the comfort of your home or on the road.
- John Romano CFP®
He is an active member in good standing with the Financial Planning Association (FPA) and an advisor in good standing with the Certified Financial Planning Board.
John earned his Bachelor Degree at the University of Central Florida (UCF) and attended their Graduate School of Business.
John's further qualifications:
• CFP® Certified Financial Planner®
• Series 7 General Securities Representative*
• Series 63 Uniform Securities Agent State Law Examination-NASAA
• Series 65 Uniform Investment Advisor Law Examination-NASAA
• Series 26 Investment Company Products/Variable Contracts Principal Examination
• Life, Health, and Variable Annuity**
*Allows the agent to trade Stocks, Mutual Funds, Bonds, CD's, REIT's, etc…,
**This license allows a representative to utilize Variable Annuities only if they have a series 6 or series7 license as well.
John speaks to hundreds of seniors every year and has been featured on numerous radio talk shows.
John is a native Floridian; he is married and has two children: Nick and Madison.
John has 35 years of experience in the financial field with the last 25 years devoted to providing retirement planning and investment management services to seniors in The Villages.
CLICK HERE to Contact John
Margaret Harcar – Office Manager & Client Services
Margaret is a Registered Office Assistant with Osaic Wealth Inc, and earned her Master's degree from the University of Central Florida and has worked in the financial field in various capacities for many years. With a strong emphasis on administrative, financial and computer skills she coordinates all activities in the office to provide excellent client services and support. Margaret has been a vital member of John's staff for over 25 years.
Christina Lloyd – Administrative Support and Client Services
Christina assists with providing client service as well as generating the necessary paperwork required for investment options. She is from Wilmington, NC and graduated with a degree in Paralegal Studies from South University in Savannah, GA. She has been a member of John's staff for over 13 years. Outside of the office she spends time caring for her 2 children and mother who is an active resident of The Villages, Florida.
Linda Foster Carraro – Administrative Support and Client Services
Linda brings her extensive business experience in a variety of fields to the position of administrative support. Linda enjoys greeting clients, assisting them when calling into the office, and supporting staff in their day-to-day duties. She participates in the Villages Shuffleboard League during her leisure time, and also creates unique gifts for her four grandchildren.