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Our Team
John Romano CFP®
John Romano is a Certified Financial Planner® and Registered Representative with Securities America, Inc. (member of the FINRA and SIPC). John is also an Investment Advisor Representative with Securities America Advisors.
John earned his Bachelor Degree at U.C.F. and attended their Graduate School of Business.
He talks to hundreds of seniors every year and has been on numerous radio talk shows. He limits his clientèle to people over the age of 50.
John’s qualifications:
* 28 years in the field of finance
* CFP® (Certified Financial Planner®)
* Series 6 (Investment Company Products/Variable Contracts Representative Examination)
* Series 7 (General Securities Representative)*
* Series 63 (Uniform Securities Agent State Law Examination - NASAA)
* Series 65 (Uniform Investment Adviser Law Examination - NASAA)
* Series 26 (Investment Company Products/Variable Contracts Principal Examination)
* Life, Health, & Variable Annuity**
* Securities Licensed in 13 States
* Allows the agent to trade Stocks, Mutual Funds, Bonds, CD’s, REIT’s, etc.
**This license allows a representative to utilize Variable Annuities only if they have a series 6 or series 7 license as well.
He is a native Floridian, is married and has 2 active children ages 12 and 14.
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Margaret Harcar - Office Manager & Client Services
Margaret is a Registered Office Assistant with Securities America Inc. and holds a Series 6 license (Investment Company Products/Variable Contracts Representative Examination).
Margaret has worked in the financial field in various capacities for many years with strong emphasis on administrative, financial and computer skills. She coordinates all activities in the office and provides excellent client services and support. Margaret has been a vital member of John’s staff for over 10 years.
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Christina Lloyd - Administrative Support and Client Services
Christina graduated from South University in 2007 with an Associate in Paralegal Studies. Outside of work she takes on the duty of a full time mother with her two year old daughter.
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Patricia (Patty) Jones - Administrative Support and Client Services
Patty has a long background in customer service beginning with being an assistant to the Director of the Lake Placid Chamber of Commerce (FL) and then moving into the position of Executive Director of the Lake Placid Board of Realtors®. After receiving her Florida real estate license she sold real estate and acted as Office Manager for a small real estate company. A lifelong horsewoman, she lives on a small horse farm in Ocala with 3 horses, a barn cat, a rescued greyhound and a very supportive husband.
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Judy Romano - Appointment Preparation and Special Projects
A native of Florida, Judy received her BA in Health Information Management from the University of Central Florida and successfully completed the Florida Risk Management Program.
Prior to joining Romano Income Strategies, Judy was manager of the Health Information Management Department for Florida Hospital in Altamonte Springs, FL.
Judy has transferred her skills to the financial area assisting John in preparing for client meetings and support client services.
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