Experience

Stacy graduated from Texas Christian University with a BS in Communications/Marketing.  She began her career on Wall Street in 1987 with Bear, Stearns & Co. Inc. and then Merrill Lynch Private Client Services before joining The Bronzo Group in 1997.  With over 36 years of experience, Stacy has extensive knowledge of the industry and its practices. 

Stacy specializes in investment, liability and relationship management for the Bronzo Private Wealth Group.  She has been recognized as a Platinum Council Client Associate* by Wells Fargo Advisors for years 2016-2023 and was promoted to Client Performance Analyst in 2023.

*The Wells Fargo Advisors Platinum Council Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

 

Education

Series 7, 66 & 63 Registered

Bachelor of Science from Texas Christian University, Communications / Marketing

 

Outside of the office

Experience

Robert brings over two decades of advisory, trading and analytical experience to the Bronzo Wealth Management Group.

While earning his degree from Pace University’s Lubin School of Business, Robert worked fulltime to round out his educational career with practical hands-on experience in the financial industry.  Upon graduation, Robert continued his career with the Bronzo Wealth Management Group and has flourished.

Robert plays and integral role on the team with tasks including; portfolio construction, the Envision® Process, asset allocation and performance analysis among a variety of other responsibilities.  He has been recognized as a Platinum Council Client Associate* by Wells Fargo Advisors for years 2016-2023. 

*The Wells Fargo Advisors Platinum Council Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors, nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Education

Series 7, 66 & 63 Registered

Bachelor of Business Administration Pace University, Lubin School of Business, Finance.

Outside Interests

Experience

Amber graduated from Iona College, earning a BS in Mathematics and Secondary Education.  She began her career with Wells Fargo Advisors in 2007 and became a member of the Bronzo Private Wealth Group in 2013. 

Amber is integral in facilitating our clients’ operational needs, possessing a strong work ethic, attention to detail and empathetic nature.  She believes caring, trust and providing exceptional service are the cornerstones of meaningful relationships.

 

Education

Bachelor of Science, Iona College, Mathematics and Secondary Education

Outside Interests

Experience
Liz Figueroa has been a dedicated professional in the financial services industry since 1998. She spent a significant portion of her career as a Relationship Manager for BNP Paribas Prime Brokerage, where she served the Hedge Fund market in the New York Metro area. After 13 years with BNP Paribas, Liz transitioned into Wealth Management to better serve individual investors. She gained valuable experience with RBC Wealth Management, Neuberger Berman, and UBS. In 2022, Lisette joined Wells Fargo Advisors as a Registered Client Service Associate and began working with the Bronzo Private Wealth Group in 2024.

Liz excels in supporting clients with their operational needs, consistently delivering exceptional, service-focused experiences. She is known for her strong work ethic and keen attention to detail, ensuring tasks are completed accurately and efficiently.

Education
FINRA Series 7, 66, 63, 9 & 10 Registered.

Outside Interests
Liz currently resides in Stamford and enjoys cooking, shopping, traveling, and spending time with family and friends.