Amy Vaccaro 

Senior Registered Client Service Administrator

Amy Vaccaro

Education & Professional Designations

  • Series 7, 66, and SIE
  • Life and Long-term Care Insurance Licensed
  • Germantown High School Alumna

Memberships & Community Involvement

KNOW 2013-2015

About Amy

As a Senior Registered Client Service Administrator working with Stephen M. Catalano – Managing, Partner at W3 Wealth Management is to take my 20  years in this industry  experience as a specialist to consistently meet the clients’ expectations by making their experience as smooth as possible with all their  investment needs.  I am the client’s point of contact from start to finish on their investment service items. As a rule, I strive to continually provide a concierge level of service for our clients.

Hobbies and Personal Interests

I have been married for over 35 years to my husband Mark. We enjoy traveling, boating, and spending time with our family. Our son is in active duty with the Air Force, and we are huge supporters of the US Military. I love to travel and read. My current passion is my granddaughter.

Meet More of Our Team

Chris Alekna Lewis

Chris Alekna-Lewis 

Administrative Assistant

Amy Allen

Amy Allen

Client Service Associate

Nick Benson

Nick Benson

Client Service Associate

Frank Bevilacqua II

Frank Bevilacqua II, CPA, CFP®

President & CEO

Stephen Catalano

Steve Catalano 

Managing Partner

Kelly Galambos

Marketing Coordinator

Garrett Heller

Garrett Heller

Account Review Specialist

Aparna Kerwin

Aparna Kerwin

Client Service Associate

Ali Kobeissi

Ali Kobeissi

Financial Paraplanner

Andrew Lamb

Andrew Lamb

Financial Advisor

Jenna Loader

Jenna Loader

Operations Manager

Steve Peer

Steve Peer

Client Service Administrator

Suzanne Pierson

Suzanne Pierson

Senior Client Service Associate

Bill Schiffman

Bill Schiffman

CPA, PFS | Principal

Stephanie Seese

Stephanie Seese

Senior Client Service Administrator

Ed Skully

Ed Skelly, CLU, ChFC, RICP

Principal

Laura Steffey

Laura Steffey Moss, CFP®

Financial Advisor

Michael Vasiloff

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Steven VonSchriltz

Financial Advisor