SEFCU Wealth Management Services Team

Our Team

More than 55 years combined experience.

The team at SEFCU Wealth Management Services has the knowledge and experience to provide you the financial advice you need to help you pursue your goals - regardless of your personal situation. Learn more about SEFCU's Wealth Management Services' team by clicking on the names below.

SEFCU Wealth Management Services Logo

 

Paula Aveni

Paula Aveni joined SEFCU Wealth Management Services as Director of Wealth Management in July of 2018 with 12 years of financial services industry experience. She has worked at several leading investment firms including Smith Barney, where she began her career, as well as AYCO, an executive financial planning firm. Paula holds a Bachelor of Science in Elementary Education from the College of Saint Rose and her first calling was teaching. Paula’s most recent role was at Citizens Bank as a Sales Manager in the Rhode Island, Connecticut, and Eastern New York markets. Paula is an LPL Branch Manager and currently holds FINRA series 7, 9, 10, 24, 63 & 65 securities registrations through LPL. Paula relocated back to the area to be closer to family and join the SEFCU Wealth Management Services family.

Paula is located at the Patroon Creek branch in the Wealth Management offices.  She can be reached at 518-464-5210.

Cynthia Alaia

Cynthia Alaia is an LPL Registered Administrative Assistant and has been in the financial services industry since 1998, joining SEFCU Wealth Management Services in April 2006. Prior to joining SEFCU Wealth Management Services, Cindy worked in the health claims field and later was employed by American Express Financial Advisors (AEFA) as a manager of the life and annuity insurance departments. She completed her tenure at AEFA as a compliance officer and executive assistant to the Chief Operating Officer. She holds securities registrations through LPL Financial including FINRA Series 6, 7, and 63 along with the NYS Life, Accident & Health and Variable Annuities licenses and is a notary public. She received a Bachelor of Arts in Elementary Education from SUNY Potsdam and earned her Master's Degree from Russell Sage College.

Cindy is located at the Patroon Creek Branch in the Wealth Management offices. She can be reached at  518-451-2948.

Ron Bender

Ronald Bender is an LPL Financial Advisor, joining SEFCU Wealth Management Services in 2019. He has more than 25 years of experience in the financial services industry, most recently working as a financial advisor at Citizens Investment Services of Clifton Park. Ron earned his Bachelor of Science from SUNY Polytechnic Institute and holds the Certified Retirement Counselor designation. Throughout his career he has worked with families and individuals to reach their financial goals using planning tools and protection strategies. He lives in Guilderland with his wife Jeanne and their children Joseph, Megan, and Matthew. 

 

Ron is located at 655 Patroon Creek Blvd., Albany, NY, but serves credit union members who bank at SEFCU.

 

Certified Retirement Counselor (CRC) conferred by InFRE®.

Carly Cuomo

Carly Cuomo joined the SEFCU Wealth Management Services Team in May of 2018. She has a passion for helping individuals who seek financial advice and is dedicated to helping credit union members pursue their financial goals. She is an LPL Financial Advisor and has a strong background in finance after receiving her Bachelor of Science in both Management and Finance, from Siena College. Prior to joining the Wealth Management Team, Carly worked for SEFCU Mortgage Services as an Investor Accounting Specialist. Carly currently holds securities registrations through LPL Financial including FINRA Series 7 and 66 along with her NYS Life, Accident, and Health Insurance license.


Carly is located at the Patroon Creek branch in the Wealth Management offices. She can be reached at 518-451-2932.

Thomas McGrath

Thomas McGrath, CFP ® is an LPL Financial Advisor. He has been with SEFCU Wealth Management Services since 2004. Tom's financial services career began 17 years ago at the Phoenix Life Insurance Company. His thorough and comprehensive financial planning approach helps clients focus on topics such as risk management, retirement planning, and investment management. Tom is a licensed LPL Financial Advisor and currently holds FINRA series 6, 7, 63, and 66 securities registrations through LPL Financial. He is a graduate of Siena College with a Bachelor of Science in Marketing and a concentration in Finance. Tom is a Capital Region native and is active in his children's school communities and Junior Achievement.


Tom is located at 655 Patroon Creek Blvd, Albany, NY, but serves credit union members who bank at SEFCU. He can be reached at 518-451-2944.

John Nuzzi

John Nuzzi, CRPS® is an LPL Financial Advisor, joining SEFCU Wealth Management Services in February 2019. John has eight years of experience in the financial services industry as a financial advisor at Morgan Stanley and its predecessor firm Citi Smith Barney.  He has also worked in the insurance and employee benefits space. John is an LPL Financial Advisor who currently holds the FINRA Series 7 and 66 securities registrations through LPL Financial, as well as the NYS Life, Accident & Health Insurance License.  He also holds the Chartered Retirement Plans Specialist designation through the College For Financial Planning*. John is a Long Island native who earned a Bachelor of Business Administration in Marketing from Hofstra University. He lives in East Greenbush with his wife Noelle and their two sons, Jackson, and Devin.


John is located at 655 Patroon Creek Blvd, Albany, NY, but serves credit union members who bank at SEFCU. He can be reached at 518-451-2859.

 

*Chartered Retirement Plans Specialist (CRPS) conferred by U.S.  Department of Education

Becky Sciortino

Becky Sciortino is an LPL Financial Advisor. She has been with SEFCU Wealth Management Services since 2005 and has more than 18 years of industry experience. Becky started her financial services career at Fleet Investment Management as a Financial Advisor before moving to Northwestern Mutual. She is a LPL Financial Advisor who holds the FINRA Series 6, 7, 63, and 65 securities registrations through LPL Financial as well as the NYS Life, Accident, and Health Insurance license. Sciortino earned a Bachelor or Arts in International Business from Russell Sage College.


Becky is located at 655 Patroon Creek Blvd, Albany, NY, but serves credit union members who bank at SEFCU. She can be reached at 518-451-2942.


 

 

About the Team

Let us help.

More than five decades combined experience.

 

 

View Team

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. SEFCU and SEFCU Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial. 

The LPL Financial representatives associated with this Website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, ME, NC, NJ, NY, PA, UT, VA, VT, and WI.