Sterling Bridge Financial Group LLC

Frank Diana is a financial advisor with Sterling Bridge Financial Group LLC, holding a Series 65 credential and six years of industry experience. He is co-owner of Senior Benefit Resources, an insurance agency specializing in life insurance and fixed indexed annuities. Diana also holds roles with Diana Landi Holdings Company and Frank Diana Inc. Sterling Bridge Financial Group LLC serves individual clients, including high-net-worth individuals, by providing discretionary portfolio management and integrated financial planning. The firm emphasizes a long-term investment approach based on modern portfolio theory, often recommending indexed mutual funds, ETFs, and iShares, and offers no-cost educational seminars to clients and the public.

Anthony Landi is a financial advisor with Sterling Bridge Financial Group LLC in Palm Harbor, FL, holding a Series 65 credential and six years of industry experience. He has been with Sterling Bridge since 2019 and is also involved in non-investment-related businesses, including serving as a manager at Diana Landi Holdings Company and as an officer/director at Anthony Landi Inc. Additionally, he owns Senior Benefit Resources, PLLC, an investment-related business selling insurance products. Sterling Bridge Financial Group LLC serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and integrated financial planning. The firm follows a long-term investment approach based on modern portfolio theory and provides no-cost public seminars alongside its advisory services.

James Phillips is a CFP® professional with experience at Sterling Bridge Financial Group LLC, J.P. Morgan Securities LLC, JPMORGAN Chase Bank, N.A., and Regions Bank. He has been in the financial industry since 2022. Sterling Bridge Financial Group LLC serves individual and high-net-worth clients by providing discretionary portfolio management and integrated financial planning, emphasizing modern portfolio theory and long-term investment strategies. The firm offers no-cost public seminars and incorporates financial planning within its asset management services.

Vincent Sgro is a financial advisor at Sterling Bridge Financial Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Nationwide Investment Services Corporation. Sterling Bridge Financial Group LLC serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and integrated financial planning. The firm emphasizes a long-term investment approach grounded in modern portfolio theory and conducts regular no-cost public seminars.