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 Securities and Variable Products in North Carolina, South Carolina, New Jersey & 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
  • Active Board 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
Office Manager/Gerontology Specialist

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 Matthews Chamber of Commerce - Ambassador Committee, Membership Services
  • Member of the Senior Resource Coalition (SRC)
  • Member of the Mecklenburg County Community Resource Connection
  • Member of the Charlotte-Mecklenburg Council of Aging (CMAC)
  • Member of the Aging Resource Network (ARN)
  • Appointed North Carolina Notary Public
  • Coordinator For Caregiver 101 - Educational Programs for Caregivers
  • 20+ years of gerontology experience working as a Director of Therapeutic Recreation 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!