Briana Iannaccone, CFP<sup>®</sup>, ABFP<sup>TM</sup>

Briana Iannaccone, CFP®, ABFPTM

Wealth Manager, Partner, Vice President

Office: (201) 773-4619
Fax: (201) 773-4659
E-mail:
 

Briana Iannaccone is a Wealth Manager for Iannaccone Wealth Management of Steward Partners Global Advisory. Briana graduated from Ramapo College of New Jersey in 2018 with a Bachelor of Science in Business Administration and Management with the honor of summa cum laude. At that time, she was hired by Steward Partners to work in their operations department as a Transition Management Specialist. In July 2020, her father, Ed Iannaccone, hired her to work on his team as a Client Communications & Marketing Coordinator. During this period, Briana passed the SIE Exam, Series 7, Series 66, NJ Life Insurance, and NJ Accident and Health Insurance exams. In September of 2022, she became a Wealth Management Associate on the team. Then, in October of 2023, she became a Wealth Manager for Iannaccone Wealth Management. By working with her father, she has been able to learn from the wisdom and guidance of someone with over 33 years of financial services industry experience. She is able to take that knowledge and apply it to the current environment of today. Like her father, she believes in truly getting to know each client and building a lasting relationship with them.

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