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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David Rey

Independent Advisor Representative

(631) 439-4600 ext. 110

(631) 439-4608

With over 25 years in the financial services industry, David Rey helps families and small businesses work towards growing and preserving their wealth. As one of the original advisors with American Portfolios Financial Services, David...

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Edith Wolfe


(631) 439-4600

(631) 439-1325

As an integral part of David’s financial practice, Edith has been working with David for over 8 years. She has extensive knowledge of systems & technology, every client loves working with her. With her friendly, competent role as...

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