Client Advisory

Biography

Vonny is a Partner in the New York City office and has more than twelve years of industry experience specializing in company benefits, tax planning, investments, insurance, retirement and estate planning. Through our Executive Financial Counseling practice, she provides comprehensive financial planning services to corporate executives, individuals, and families.

Prior to joining Cerity Partners, Vonny served as Vice President of Financial Counseling at The Ayco Company, a Goldman Sachs Company counseling clients as their trusted advisor.

Education

  • B.S. from Bucknell University
  • MBA from Montclair State University

Highlights

  • Series 7 license holder
  • Series 66 license holder
  • Life and health insurance license holder

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.