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Karen Detorres

Advisor at Private Advisor Group, Llc

Updated today
Private Advisor Group, Llc logo

Firm

Private Advisor Group, Llc

Location

Wallkill, NY

Credentials

CFP®, ChFC®, Series 63

Industry experience

26 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Fee options

Fixed

Negotiable fixed or flat fees for specific services or time periods

Percentage

Negotiable up to 2.00% annually

Project-based

$150 to $400 per hour, negotiable

Work history

Private Advisor Group, LLC

2016 - Present (10 years)

Lpl Financial Llc

2010 - Present (16 years)

Housewife

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lambros V

Series 63, Series 65

Poughkeepsie, NY

Merrill

Lambros Violaris is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 30 years of experience in assisting individuals and institutions with wealth management and income generation. His client focus areas include college education planning, divorce transition planning, executive compensation, institutional investment consulting, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bob Jones University. Outside of his professional work, Lambros enjoys adventure sports, baseball, biking, chess, drawing and sketching, hiking, spending time with his family, traveling, and watching movies.

College savings (529s, UTMA, etc.) Divorce financial planning Exec comp design Retirement income strategy Active portfolio management Women's Finance

Kieran K

Series 66

Middletown, NY

Merrill

Kieran Kreider is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management solutions. He works closely with clients to understand their personal priorities and financial goals, creating customized financial roadmaps. His focus spans areas such as college education planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income strategies. Kieran holds a bachelor's degree in economics from Hofstra University and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation. He is registered with FINRA through Series 7 and 66 licenses and holds a Life, Accident & Health insurance license in Pennsylvania. Kieran’s approach emphasizes a disciplined and personalized financial plan supported by resources from Merrill Lynch and Bank of America, including institutional research, trust and fiduciary services, and banking solutions. Outside of his professional role, Kieran lives in South Jersey with his wife Jennifer and their dog Bailee. He maintains an active lifestyle and enjoys boating, fishing, golfing, pickleball, and surfing, often spending time at the Jersey Shore. His balanced approach fosters strong relationships and reflects a commitment to personal development and genuine empathy in client interactions.

General retirement planning Retirement income strategy Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.)

George D

Series 63, Series 65

Poughkeepsie, NY

Merrill

George Decker is a Senior Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management. He has been with the firm since 2021 and brings over 45 years of experience in the financial industry. In his role, George focuses on creating personalized wealth management strategies that align with his clients' long-term goals, leveraging the investment insights of Merrill and the banking solutions of Bank of America. George holds a Bachelor's Degree in Business Administration from Marist College in Poughkeepsie, New York, and is a Personal Investment Advisor (PIA). He is actively involved in community service, serving on the Board of Directors for Angels of Light and having previously served on boards for Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. George resides in Millbrook, New York, with his wife Lori and is a father of six children and grandfather to ten grandchildren.

Wealth management

Jordyn B

Series 66

Poughkeepsie, NY

Merrill

Jordyn Beesmer is a Financial Advisor with Merrill Lynch Wealth Management. She works to help clients pursue their financial goals through personalized wealth management strategies that consider clients' life priorities and aspirations. Jordyn provides access to Merrill’s investment insights and Bank of America’s banking and lending solutions to create flexible strategies suited to evolving market conditions. Jordyn holds a Bachelor's Degree in Molecular and Cellular Biology from Boston University, where she also played Division 1 field hockey for five seasons. Prior to her career in finance, she spent more than three years working in the biotechnology sector. Jordyn’s background as a student-athlete and quality control lab analyst supports her approach to helping clients grow and protect their wealth. She holds the Personal Investment Advisor (PIA) professional designation. Jordyn is committed to community involvement and volunteers with local organizations. Her personal interests include cooking, hiking, reading, running, skiing, tennis, and spending time with her family.

Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Women Professionals

Bonnie R

Series 66

Pine Bush, NY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Planning for children with special needs Military & Veterans LGBTQIA

Marc C

Series 63, Series 65

Poughkeepsie, NY

Merrill

Marc P. Cassalina, CFP®, is a Senior Vice President and Wealth Management Advisor based in the Poughkeepsie, NY office of Merrill Lynch Wealth Management. He has dedicated over 35 years of his career to Merrill, including a decade serving as the Senior Resident Director of the Poughkeepsie Office from 2009 to 2019. Marc holds a Bachelor's degree from Marist College and completed the educational component of the CFP® certification there. He is also a Personal Investment Advisor (PIA). Marc develops strategies focused on retirement assets and services, asset management, tax minimization, charitable giving, and estate planning. His approach centers on aligning with clients' risk considerations, goals, and objectives to build, manage, and preserve wealth for current and future generations. Working alongside his team and leveraging the resources of Merrill and Bank of America, he delivers personalized attention to his clients. Outside of his professional role, Marc and his wife Margarete are committed to the Cystic Fibrosis Foundation, where he has held leadership positions including Board Member and Board President of the Greater NY Chapter and currently serves as National Individual Giving Co-Chair. In 2022, they received the Foundation's Breath of Life Award. Marc was honored in 2024 with the Invest in Others Lifetime Achievement award, which included a grant to the Cystic Fibrosis Foundation. Additionally, he supports the Culinary Institute of America as a CIA Fellow and the African Mission Health Organization. Marc resides in his hometown of Milton, NY, and enjoys traveling, golfing, and working towards a cure for cystic fibrosis. He is also a proud grandparent.

Wealth management General retirement planning Retirement income strategy Charitable giving & philanthropy General estate planning guidance
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