MARILYN STEFANS, CFP®
Marilyn Stefans is a registered Representative of Walnut Street Securities, Inc. (member FINRA and SIPC) and a CERTIFIED FINANCIAL PLANNERTM professional. Her licenses and designations include:
- M.B.A. Finance and Banking, Adelphi University, Garden City, NY
- Series 7 ,24 ,63 and 65 security registrations
- CERTIFIED FINANCIAL PLANNERTM professional
- Federally Authorized Tax practitioner qualified to practice before the Internal Revenue Service
- Life, Accident and Health Insurance licenses
Ms. Stefans has extensive experience in Consumer and Small Business lending (Mortgage and Loans) as a past Administrative Consultant at the former NatWest Bank. She has been an adjunct faculty member, teaching Taxation and Financial Planning at CW Post College of Long Island University.
Ms. Stefans began her income tax practice in 1978 and focused on individual and small business tax preparation and planning.
Investment advice and implementation is offered with full consideration of tax and other financial implications.
DONNA STEFANS, Esq.
Ms. Stefans’ practice focuses on providing services for financial and estate planning. Her experience as an attorney, with an extensive knowledge in taxation, gives her the tools necessary to help individuals accomplish their estate planning goals and financial needs. Ms. Stefans is a Registered Representative with Walnut Street Securities, Inc. (Member FINRA and SIPC). Her concentrations, designations and education include the following:
- B.S. Finance, University of Scranton, Scranton, PA
- JD, Touro Law School, Central Islip, NY
- Individual Financial Management
- Series 7, 63 & 65 Securities Registrations
- Estate Planning
- Eldercare Planning
- Long-term Care Planning and Medicaid
- Estate Tax Planning
- NY State Life, Accident and Health Insurance Licenses
- Special Needs Planning
Ms. Stefans is an active member of the National Academy of Elder Law Attorneys (NAELA), NYS Bar Association Committee for Individuals with Disabilities, Suffolk County Women's Bar Association and the Nassau and Suffolk County Bar Associations. She is also the Vice-Chairman of the Financial Planning committee of the Elder Law Section of the New York State Bar Association. Ms Stefans is currently the Board President of Horseability, a Special Needs therapeutic riding program. In addition, Ms. Stefans is a member of the FPA, the Financial Planners Association and is a prior board member of the Broadlawn Health Partners homecare services agency.
Her experience includes judicial internship with The Honorable Judge Raymond C. Radigan at the Nassau county Surrogate’s Court and the Honorable Judge Gail Prudenti of the Suffolk County Surrogate Court. She has been in private practice for over 10 years.
TOM BRUCIA, CFP®
Tom Brucia is a Registered Representative of Walnut Street Securities, Inc. (member FINRA and SIPC) and a CERTIFIED FINANCIAL PLANNERTM Professional. His licenses and designations include:
- B.S. in Accounting, St. John’s University, Jamaica, NY
- Series 7, 53 and 63 securities registrations
- CERTIFIED FINANCIAL PLANNERTM Professional
- New York State Life, Accident and Health Insurance licenses
Tom has more than 25 years of experience in the financial services industry. He began his career as an operations analyst for a municipal bond brokerage firm in Manhattan in 1983. His areas of expertise include portfolio construction & management, fixed income securities and securities operations.
MARY LOU BROWNE-FEKERT, C.P.A.
Mary Lou Browne-Fekert is a Certified Public Accountant who has been with Stefans Associates for over five years. Her licenses and designations include:
- B.S. Accounting, Fairfield University, Fairfield, CT
- Certified Public Accountant
- Enrolled Agent qualified to practice before the Internal Revenue Service
Mary Lou has over ten years of experience in tax preparation. She has held the position of auditor at Coopers & Lybrand and also has spent many years working in corporate accounting, financial reporting and budgeting at several large corporations.
ELIZABETH LAMBERT GULLO, Esq.
Ms. Gullo’s background is in the field of Social Services as it pertains to the elderly. As a Geriatric Case Manager & Entitlements Advocate, Ms. Gullo was responsible for client assessments, implementation and service monitoring, as well as benefits and entitlements.
Ms. Gullo's degrees and certifications include:
- JD, Touro Law School, Central Islip, NY
- B.S., Psychology & Sociology, St. Johns University, Jamaica, NY
- Court Certified Guardianship Court Evaluator, Guardian and Counsel
- Bilingual in Spanish and English
