Geraldine Spinella Joins Osaic Through New York Financial Partners, Bringing $107 Million in Client Assets

Financial advisor focused on helping individuals and families navigate financial change transitions from Raymond James

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Geraldine Spinella has joined the firm from Raymond James, bringing approximately $107 million in client assets. Based in Garden City, New York, Spinella has affiliated with Osaic through its office of supervisory jurisdiction (OSJ), New York Financial Partners, Inc.

Spinella is dedicated to helping individuals and families navigate changing financial environments through personalized investment strategies tailored to their unique circumstances. Her approach is grounded in honesty, integrity and decades of disciplined experience, with a mission to help clients make informed financial decisions that instill confidence and peace of mind.

“I’m excited to work with a team known for its supportive approach and ease of doing business,” said Spinella. “Their leadership and extensive experience will be instrumental as I embrace the next chapter of my career and continue delivering thoughtful guidance to my clients.”

“We’re thrilled to welcome Geraldine to New York Financial Partners,” said Howard Asch, managing partner at New York Financial Partners. “Her client-first philosophy, deep community ties and disciplined approach to financial planning make her a strong addition to our team, and we look forward to supporting her continued growth.”

Beyond her professional work, Spinella is a recognized community leader. She has been honored by both New York City and New York State for her preservation efforts at Fort Totten and previously served as a commissioner on the New York State Northeastern Queens Nature and Historic Preserve Commission. She also served as president and executive director of the Bayside Historical Society, where she led the restoration of The Castle at Fort Totten, a national historic site, and supported the creation of a granite 9/11 memorial honoring fallen members of the U.S. Army Reserve’s 77th Infantry.

“We’re excited to support Geraldine as she continues to grow her practice,” said Erinn Ford, executive vice president of advisor engagement and co-head of the independent channel at Osaic. “Her momentum, paired with Osaic’s commitment to powering productivity, freeing up time and offering leading support, will help accelerate her continued journey.”

At Osaic, independence is not only respected but also empowered. The firm provides resources and capabilities designed to help advisors grow, enhance efficiency and spend more time focused on their clients.

To learn more about Osaic, please visit Osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.