Personal assistance

Schedule an appointment Opens in a new window

Stan joined Prudential in 2005. His various positions within the company have contributed to his vast knowledge of retirement plans. He has worked with the New Jersey State Employees Deferred Compensation Plan since its inception in 2006. Stan holds a bachelor’s degree in business administration from King’s College and an MBA from DeSales University. He is a Certified Retirement Counselor^® and holds Series 6 and 63 registrations and Life Insurance licenses.

---

Register for a Webinar

DCRP Account Overview for EmployeesOpens in a new window

Prudential Financial (Retirement) is not responsible for the information contained in the external website(s) and makes no representations about information contained therein. The site(s) is/are provided to you for informational purposes only.  

Lily is well-versed in a wide variety of defined contribution plans and has an exceptional ability to break down complicated subject matter into a format that’s easy for any individual to understand. She devotes her time to helping participants determine their short-term goals to ensure they are on track to meeting their long-term retirement goals. Lily is a Certified Retirement Counselor^® and holds Series 6 and 63 registrations and Life and Variable Annuity licenses.

Alicia takes pride in providing individuals with the tools and resources they need to reach a secure retirement. She holds Series 6, 7, and 63 registrations, along with Life Insurance and Variable Annuity licenses. She earned her B.A. in marketing from Bloomsburg University and her MBA from Marywood University.

Steve has nearly 20 years of financial services experience, with over 10 years in retirement plans. He has a strong knowledge of mutual funds, asset allocation, and saving for retirement, and enjoys conducting effective presentations and providing education and support for retirement plan participants. He holds Series 6, 7, and 63 registrations.

Robert (Bob) is a veteran in the financial services industry with more than 20 years of experience. He holds a degree in Economics from The College of New Jersey. He is a Certified Retirement Counselor^® and has earned the Chartered Financial Analyst^® designation. He is a Series 7, 26 and 63 Registered Principal, with Life, Health, and Variable Annuity licenses.

Jerard enjoys speaking with people regarding the steps necessary to meet long- and short-term goals. Prior to joining Prudential, Jerard served as a financial consultant aiding high value account owners with retirement and non-retirement account planning and investments needs. He holds a bachelor’s degree in finance from Morgan State University. He has earned the Chartered Retirement Planning Counselor^® designation and is a Series 7, 63, and 66 registered representative.

Melanie has more than 10 years of experience within the financial services industry. Her passion for helping others and strong communication skills have made her a great resource for educating participants about their retirement plans and how to effectively set retirement income goals. Prior to joining Prudential Retirement, Melanie worked with both non-retirement and retirement accounts. She has strong knowledge of mutual funds, asset allocation, and retirement income planning. Melanie has a degree in Finance from Drexel University. She also holds Series 6, 63, and 7 registrations and Life Insurance licenses.

Robert (Bob) is a veteran in the financial services industry with more than 20 years of experience. He holds a degree in Economics from The College of New Jersey. He is a Certified Retirement Counselor^® and has earned the Chartered Financial Analyst^® designation. He is a Series 7, 26, and 63 Registered Principal, with Life, Health and Variable Annuity licenses.

Joe has over five years of experience within the financial services industry. He has worked with individuals from a variety of different backgrounds to help them work toward their retirement and savings goals. Prior to working for Prudential Retirement, Joe worked with both non-retirement and retirement accounts and has a strong knowledge of investments, asset allocation, and retirement income solutions. Joe is a graduate of Lehigh University. He holds his Series 7 and 66 registrations and Life and Health Insurance licenses.