Broker Check
Angela Augustine

Angela Augustine

Financial Advisor

Angela is the Branch Managing Associate, often called the OSJ (Office of Supervisory Jurisdiction). A distinguished alumna of Bishop Conwell High School, she obtained her degree in Economics and Finance from Temple University. She began her career in the securities business as a registered representative in 1993.

While Angela supervises and educates our branch representatives and advisors, she serves a growing clientele. Angela has been the firm's licensed Principal since succeeding her father in that position in 2004. Angela is considered a leading investment advisor based on her service to clients and her achievements within the industry as demonstrated by awards she has received from broker-dealers, insurance companies, and mutual funds.

Angela's specialized focus centers on Retirement Income Distribution, Retirement Plans, and providing guidance to soon-to-be retired individuals. She firmly believes that her most effective business practice entails skillfully managing the entire process for her clients. This encompasses meticulous organization, strategic planning, implementation, and continuous monitoring of their financial plans.

Beyond her professional pursuits, Angela has two daughters and resides in Bensalem. She actively engages with the esteemed Union League of Philadelphia and has made impactful contributions to St. Francis/St. Joseph's Home for Children, in addition to supporting various local charities.