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Our TeamThe team at SEFCU Wealth Management Services has the knowledge and experience to provide you the financial advice you need to help you pursue your goals - regardless of your personal situation. Learn more about the SEFCU Wealth Management Services team by clicking on the names below. |
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Paula Aveni joined SEFCU Wealth Management Services as Director of Wealth Management in July of 2018 with 12 years of financial services industry experience. She has worked at several leading investment firms including Smith Barney, where she began her career, as well as AYCO, an executive financial planning firm. Paula holds a Bachelor of Science in Elementary Education from the College of Saint Rose and her first calling was teaching. Paula’s most recent role was at Citizens Bank as a Sales Manager in the Rhode Island, Connecticut, and Eastern New York markets. Paula is an LPL Branch Manager and currently holds FINRA series 7, 9, 10, 24, 63 & 65 securities registrations through LPL. Paula relocated back to the area to be closer to family and join the SEFCU Wealth Management Services family.
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Paul D. Brown, II is an LPL Financial Advisor, joining SEFCU Wealth Management Services in September 2020. He has more than seven years of financial services industry experience, most recently working as a licensed branch manager with KeyBank in Ithaca. He currently holds the FINRA series 7 and 66 registrations with LPL Financial as well as his New York State Life, Accident and Health license.
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Cynthia Alaia is an LPL Registered Administrative Assistant and has been in the financial services industry since 1998, joining SEFCU Wealth Management Services in April 2006. Prior to joining SEFCU Wealth Management Services, Cindy worked in the health claims field and later was employed by American Express Financial Advisors (AEFA) as a manager of the life and annuity insurance departments. She completed her tenure at AEFA as a compliance officer and executive assistant to the Chief Operating Officer. She holds securities registrations through LPL Financial including FINRA Series 6, 7, and 63 along with the NYS Life, Accident & Health and Variable Annuities licenses and is a notary public. She received a Bachelor of Arts in Elementary Education from SUNY Potsdam and earned her Master's Degree from Russell Sage College.
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Ronald Bender is an LPL Financial Advisor, joining SEFCU Wealth Management Services in 2019. He has more than 25 years of experience in the financial services industry, most recently working as a financial advisor at Citizens Investment Services of Clifton Park. Ron earned his Bachelor of Science from SUNY Polytechnic Institute. Throughout his career he has worked with families and individuals to pursue their financial goals using planning tools and preservation strategies. He lives in Guilderland with his wife Jeanne and their children Joseph, Megan, and Matthew.
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John Nuzzi is an LPL Financial Advisor, joining SEFCU Wealth Management Services in February 2019. John has eight years of experience in the financial services industry as a financial advisor at Morgan Stanley and its predecessor firm Citi Smith Barney. He has also worked in the insurance and employee benefits space. John is an LPL Financial Advisor who currently holds the FINRA Series 7 and 66 securities registrations through LPL Financial, as well as the NYS Life, Accident & Health Insurance License. John is a Long Island native who earned a Bachelor of Business Administration in Marketing from Hofstra University. He lives in East Greenbush with his wife Noelle and their two sons, Jackson, and Devin.
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Nicole L. Mann joined SEFCU Wealth Management Services in July 2020 as an LPL Financial Advisor. She began her career with Citizens Financial Group in 2011. As an LPL Financial Advisor Nicole takes time to understand each client’s unique economic and life situation. She believes that personalized services are essential when matching clients with the right financial services to address their individualized needs.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SEFCU and SEFCU Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SEFCU Wealth Management Services, and may also be employees of SEFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SEFCU or SEFCU Wealth Management Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
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Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.