Meet Our Staff

 

Bill Romeo
Retirement & Estate
Planning Specialist

Bill is the Owner and Advisor for the Matthews office  of American Prosperity group. He works intimately with clients to develop plans and programs that minimizes taxes and maximizes the ability to create lifetime income streams and perpetuate wealth to future generations.  His qualifications include:

  • Registered to sell Mutual Funds & Variable Contracts in North Carolina, South Carolina, New Jersey, Illinois & Maryland
  • FINRA Series 6 & 63
  • FINRA Series 65 - Uniform Investment Advisor, Registered Investment Advisor
  • Life, Health & Long-Term Care Insurance Licensed in North Carolina, South Carolina, New Jersey, Illinois, Ohio & Maryland
  • President of Society for Financial Awareness - Charlotte/Matthews Chapter
  • Active Member of the Matthews Chamber of Commerce
  • Board Vice-Chair Member for Shepherd Center of Charlotte
  • Board Chairman for Christ Our Shepherd Ministries
  • BS from Rutgers University, MS from New Jersey Institute of Technology
  • Member - St. John Neumann Church


Maria Romeo, CSA
Certified Senior Advisor/Office Manager

Maria runs our office and keeps all the parts organized and moving seamlessly. She is often the first point of contact for clients and is ready, willing and able to assist them in any way she possibly can. Her unique qualilfications that compliment our client relationships include: 

  • Bachelor of Arts in Therapeutic Recreation and Gerontology from Kean University, NJ.
  • Member of the Society of Certified Senior Advisors (SCSA)
  • Senior Medicare Patrol Volunteer - Centralina Area on Aging
  • Chair, Matthews Senior & Special Needs Advisory Council (SNAC)
  • Member of the NC Community Resource Coalition (NCCRC)
  • Member of the Charlotte Senior Resource
  • Alzheimer's Support Group Facilitator - Western Carolina Chapter - Alzheimer's Association
  • Member of Matthews Chamber of Commerce
  • Appointed North Carolina Notary Public
  • Coordinator For Caregiver 101 - Educational Programs for Caregivers
  • 20+ years of gerontology experience working for various long term care facilities and Rehabilitation Centers in NJ & NC
  • A strong relationship with numerous Senior & Eldercare Organizations throughout the Charlotte-Mecklenberg/Union County area to access quality services and resources in eldercare planning for our clients, their family and friends.
  • Passionate about treating every client like they are our Aunt, Uncle or Grandparent!