Services
Introduction
Mazzella Estate & Asset Management, LLC (MEAM) is a family owned independent Registered Investment Advisory firm. We operate as fiduciaries for our clients which holds us to a higher standard of care than most other financial advisers and firms. MEAM is completely independent so we are not influenced by a parent company or broker dealer that limits the products and services we can offer our clients. This allows us to focus on your needs and goals free of outside influence. We truly represent you, our client, and only you.
Although Mazzella Estate & Asset Management, LLC was officially formed in May of 2019 the foundation for the firm was started in 1962 when Michael R. Mazzella, Sr. started his career with Metropolitan Life. Over the next 47 years Mike Sr. held a variety of roles with MetLife including the leading Agency Manager in the western territory. In addition, Mike is one of only 50 people over a 200+ year history of MetLife, to be inducted into the MetLife Hall of Fame. As satisfying as that was his real love is working one on one with his clients which he had done throughout his career. In 1998 Mike Sr. stepped out of management to spent full time working with clients and helping them obtain their financial goals.
In 1982 Michael R Mazzella, Jr. entered the financial services industry with Metropolitan Life as an agent. While at MetLife Mike Jr. held a variety of roles including Agency Manager. In 1996 Mike Jr. left MetLife to pursue other opportunities in the financial services industry. Mike Jr. has held a number of executive positions with major life insurance carriers as well as broker dealers. His main responsibility was to work with other financial advisors and their clients on a consultative basis. Throughout his journey Mike Jr. continued to work with his personal clientele helping them with their financial goals as an independent financial advisor.
Krista Mazzella-Wilson started her financial services career in 2014 working for Mike Sr. Krista has grown from an initial customer service position to becoming the Administrative Manager of our current firm. Krista’s past professional experience serving as Director of Operations, provides her the skills to help our clients whenever called on. Her knowledge of the industry and products has become a real comfort to our clients whenever they need help making her a tremendous asset to our firm.
Introduction
Mazzella Estate & Asset Management, LLC (MEAM) is a family owned independent Registered Investment Advisory firm. We operate as fiduciaries for our clients which holds us to a higher standard of care than most other financial advisers and firms. MEAM is completely independent so we are not influenced by a parent company or broker dealer that limits the products and services we can offer our clients. This allows us to focus on your needs and goals free of outside influence. We truly represent you, our client, and only you.
Although Mazzella Estate & Asset Management, LLC was officially formed in May of 2019 the foundation for the firm was started in 1962 when Michael R. Mazzella, Sr. started his career with Metropolitan Life. Over the next 47 years Mike Sr. held a variety of roles with MetLife including the leading Agency Manager in the western territory. In addition, Mike is one of only 50 people over a 200+ year history of MetLife, to be inducted into the MetLife Hall of Fame. As satisfying as that was his real love is working one on one with his clients which he had done throughout his career. In 1998 Mike Sr. stepped out of management to spent full time working with clients and helping them obtain their financial goals.