Shirley Morel

VP, Advisor & Broker Services

Shirley Morel is Vice President of Advisor & Broker Services at Fifth Avenue Financial.  She works across various departments to ensure service and operational excellence for our advisors and brokers. She is responsible for the day-to-day operations of our brokerage and new business departments, developing our agency service standards and supporting the agency’s marketing initiatives.  

Shirley has over twenty years of financial services experience.  Before joining Fifth Avenue Financial in 2009, she worked as a sales assistant at Cowan Financial Group.  Her experience working across multiple departments at Fifth Avenue Financial has been instrumental in managing relationships and providing notable support to our producers and clients.  

Shirley graduated from Berkeley College and holds a NY State Life, Accident & Health, and Notary license.  She is fluent in both English and Spanish. 

Scott Greenfield, CLF

Managing Partner

Peter Kane

Chief Supervisory Officer

Lisette Clark

New Business Manager

Elizabeth (Liz) D’Aleo

SVP, Business Development

Kay-Dean Dawson-Smith

Assistant Controller

James Farka

SVP, Advanced Life Sales

Elizabeth Frunzi

SVP, Director of Marketing

Zinora Koven

Brokerage Director

Shirley Morel

VP, Advisor & Broker Services

Dennis Mullen, ChFC, CLTC

Managing Director, Brokerage

Kristen Olsziewski 

VP, Head of Regulatory Operations

Michael Patch

Brokerage Director

Steven Randall

Managing Director, Sales

Jocie Rojas

VP, Corporate Services

Kyle Uricchio

VP, Head of Investment Oversight