The history of our firm dates back to 1984 when Tony Polito began his 25 year career with Investors Diversified Services (IDS, which was later acquired by American Express Financial Advisors, currently Ameriprise). He built his business client by client, making many phone calls and house calls, slowly establishing relationships with trust as the foundation. In 2000, Tony brought his youngest daughter, Angela, into the business. In 2005, they decided to transition their practice from Ameriprise to a fully independent platform with Commonwealth Financial Network®. Tony retired soon after, and Angela continued in her father's footsteps.
Angela Londergan, ChFC®
Owner
Angela was born, raised, and currently lives in Parsippany, New Jersey. She graduated from Drew University in 1999 with a degree in political science and a minor in business management. After successfully earning her FINRA Series 7 and 63 securities registrations, as well as her health and life insurance licenses, she began her career at Ameriprise Financial, Inc. In 2010, she earned her Chartered Financial Consultant® designation. She has been a financial consultant with Commonwealth Financial Network since 2005.
During her 22-year career, she has helped hundreds of individuals, families, and small businesses develop customized plans to attain their financial goals.
In her free time, Angela enjoys spending time with her husband, Cavan, a school counselor at Parsippany High School; their sons, 18-year-old Liam and 15-year-old Colin; and their two dogs - a Boston Terrier named Winona and an English Pointer named Winslow.
Fran Lyons
Office Manager
Fran was born and raised in Clifton, New Jersey, and currently resides in Rockaway Township with her tech-savvy daughter Danielle. She has been a longtime member of the Morris Financial Services team, beginning her career as an office manager for Ameriprise in 1994.
Fran is the cheerful voice that fields our client phone calls, and she handles all day-to-day administrative details with focus and professionalism.