Geraldine Spinella has joined Osaic, one of the nation’s largest providers of wealth management strategies, through its office of supervisory jurisdiction New York Financial Partners, bringing approximately $107 million in client assets from Raymond James. Spinella is based in Garden City, New York, and focuses on helping individuals and families navigate financial change through personalized investment strategies tailored to their unique circumstances.
Her practice is grounded in a client-first philosophy built on honesty, integrity, and decades of experience, with a mission to help clients make informed financial decisions that instill confidence and peace of mind. Her transition to Osaic reflects a broader trend of independent-minded advisors gravitating toward platforms that offer both resources and autonomy.
Beyond her financial practice, Spinella is a recognized community leader in the New York area. She has been honored by both New York City and New York State for her preservation efforts at Fort Totten, previously served as a commissioner on the New York State Northeastern Queens Nature and Historic Preserve Commission, and served as president and executive director of the Bayside Historical Society. In that role she led the restoration of The Castle at Fort Totten, a national historic site, and supported the creation of a granite 9/11 memorial honoring fallen members of the U.S. Army Reserve’s 77th Infantry.
Osaic supports more than 10,000 financial professionals and is a portfolio company of Reverence Capital Partners.
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“I’m excited to work with a team known for its supportive approach and ease of doing business. Their leadership and extensive experience will be instrumental as I embrace the next chapter of my career and continue delivering thoughtful guidance to my clients.”
Geraldine Spinella, Financial Advisor, New York Financial Partners
“Her client-first philosophy, deep community ties and disciplined approach to financial planning make her a strong addition to our team, and we look forward to supporting her continued growth.”
Howard Asch, Managing Partner, New York Financial Partners
“Her momentum, paired with Osaic’s commitment to powering productivity, freeing up time and offering leading support, will help accelerate her continued journey.”
Erinn Ford, Executive Vice President of Advisor Engagement and Co-Head of the Independent Channel, Osaic
