Abby graduated Cum Laude with a degree in Finance from Woodbury University and started with Penniall & Associates in 2000. She has become a Registered Paraplanner and obtained her Series 7, 24, 53, 63, and 65 licenses. Abby has held many different positions during her tenure at P&A making her well versed in multiple capacities of the financial services industry. As Client Service Coordinator, Abby is responsible for assuring our clients' needs are met. Abby is a Notary and has her Real Estate License and Mortgage Loan Officer designation which helps her assist clients with their real estate and lending needs. She also coordinates the servicing our of client accounts and works as a liaison between our Independent Advisors and P&A. Abby is a Registered Assistant with United Planners.