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1 min read

NAIFA Welcomes New Member Monique Fanfan

By Jaquetta Gooden on 8/9/21 9:00 AM

Monique Fanfan, a native of Haiti who came to the United States to have her shot at the American dream, began her career in financial services working in a bank. She then went on to work for a financial investment firm out of New York and later she spent 15 years as an accountant.

Topics: Members Member Spotlight New Member Profile
4 min read

NAIFA Welcomes New Member Julie McCormick

By NAIFA on 6/13/21 10:26 AM

Julie McCormick, CFP®, is a new NAIFA member who practices with Continuum Planning Partners in Brentwood, TN. Although McCormick has her investment and insurance license, she states that her specialty is financial planning as a whole.

McCormick's introduction into the financial services industry came after her initial plan to become a lawyer fell short. “I actually had no intention of joining the business at all. I was pretty sure I was going to be an attorney,” says McCormick. During her senior year of college, she was interning with a law firm when she quickly realized it wasn’t the right fit. She states, “[I had] to shift gears hard so I didn't really have a good fallback.” It wasn’t until she received a call from a recruiter in Memphis who specialized in wealth management that she felt a sense of direction. “[The recruiter] was so nice and [I decided] I'll just give it a try and I went to the office to kind of get a feel for what they did and was like yes, I see myself here. I can do this!”

Topics: Member Spotlight New Member Profile
3 min read

NAIFA Welcomes New Member Thomas Yannetti

By NAIFA Membership on 1/14/21 8:45 AM

Thomas Yannetti is a Financial Services Professional at thinkWealth, LLC, and a new NAIFA member.

A 2020 graduate of Ramapo College in New Jersey, Yannetti earned his Bachelor of Science in Business Administration with a concentration in Finance and Accounting. When Thomas received the discouraging news that classes were transitioning online due to COVID-19, Yannetti saw this minor setback as an opportunity. While finishing up his coursework online, Thomas decided to transition from part-time to full-time to jumpstart his career in financial services.

Topics: Member Spotlight New Member Profile
1 min read

NAIFA Welcomes New Member Joseph Cammayo

By NAIFA Membership on 1/11/21 7:46 PM

Joseph Cammayo, our newest NAIFA member, is an independent financial advisor at Calton & Associates, Inc., and a Registered Investment Advisor (IAR) with Grantvest Financial.

Joseph has 25 years of experience ranging from various Senior Level positions in some of the most prestigious firms in the industry. He was previously a Senior Director of Branch Operations at Oppenheimer, an Operations Manager at Morgan Stanley Smith Barney, and an Admin Manager for Bank of America Investments. He has extensive knowledge of Risk Management, Compliance, and Operations.

Topics: Member Spotlight New Member Profile

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