Greater Metro Financial Group

At Greater Metro Financial Group, we are building a respected and leading financial advisory practice, where advisors achieve professional success and increased revenue. With locations throughout the tri-state area including Manhattan, NY; Flushing, NY; Ft. Lee, NJ; and Paramus, NJ, advisors will be provided with resources, partnerships, and tools so that they can offer innovative and holistic financial solutions for their clients to grow and protect their wealth.

Our Open Architecture Platform

You have flexibility. No quotas, no expectation of proprietary products to recommend.

Excel with Teaming

Resources to expand your practice or test the waters through joint work opportunities.

Be Part of Something Bigger

Stable, committed business consultants and a strong team will propel your practice.

Managing Director, Financial Planner

Linkedin Profile

I am proud and honored to lead one of Prudential Advisor’s largest offices, with locations in Paramus, Fort Lee, Manhattan, and Flushing. Our goal as an organization is to support financial professionals, personally and professionally, and to assist them in building, growing, and expanding their practices. We strive to serve our financial professionals in every way possible by providing them with resources, partnerships, and tools so that financial professionals can offer innovative and holistic financial solutions for their clients to grow and protect their wealth.

Associate Managing Director, Financial Planner

Linkedin Profile

As an Associate Managing Director with Prudential Advisors in New Jersey, I assist in the implementation of important recruiting, sales, and marketing initiatives and plans. I also use my skills to coach and develop financial professionals and managers, financial services. My passion is to develop and coach people and help them to become successful in business and life.

Regional Director, Financial Planner

Linkedin Profile

As a Regional Director with the Greater Metro Financial Group, I work with both new and experienced financial professionals entering our office to ease the transition to a new work environment. I focus on Prudential’s life insurance, investment, annuity and lead platforms to help build revenue flow and get financial professionals, financial advisors and financial planners moving towards a quick start at Prudential.

Regional Director, Financial Planner

Linkedin Profile

I have worked as a financial advisor and leader for over 10 years, and I have a strong background in financial planning. I work closely with financial professionals during their transition to Prudential, specifically helping them get acclimated to Prudential’s systems and processes. After a financial professional joins the office, I will support them in expanding their practice. I regularly hold business planning sessions with the financial professionals I work with and can assist them in lead generation, financial planning, and creating and/or growing an existing team.

Regional Director

LinkedIn Profile

As a Regional Director with the Greater Metro Financial Group, Rafael works with experienced financial professionals by helping them gain greater scale and efficiency in their day-to-day operations so they can focus on what’s most important – spending time with clients. Additionally, he supports aspiring financial professionals starting their careers.

Business Development Manager

Linkedin Profile

Today's financial services market is multi-channel, complex, and expanding its need for overall financial wellness. As a Business Development Manager for Prudential Advisors, Shary helps financial professionals in the New York-New Jersey metro area transition with confidence through our growth, support, and personal wealth philosophy. You’ve spent years building your practice and shouldn’t trust it with just anyone when it’s time to transition. Let’s have a confidential conversation– shary.fernandez@ prudential.com.

Scarlin Mendoza

Financial Professional

"Joining the Greater Metro Financial Group has been a beneficial experience due to all the skills & knowledge I have attained. In the time I have been with the practice, I’ve been given the ability to scale my business for optimal success and growth."

Kevin Russo

Financial Professional

“This opportunity was easily the single best thing I have done for my career to date. The guidance and knowledge of the managerial team at Greater Metro Financial Group made the transition seamless and continues to be an invaluable asset. I am looking forward to continuing to grow and develop my business with this office for many years to come.”

Kenneth Menezes

Financial Planner

“Since joining the Greater Metro Financial Group in 2021 during the peak of Covid and taking time in understanding the culture, my business has grown for the following reasons. 1) The culture in our Paramus office is second to none. There are a ton of other financial professionals that are willing to help. All I had to do was ask. 2) Scheduled bi-weekly meetings with the management team (who is just a phone call away) to structure a path forward in my business that I was comfortable with. 3) Finally, the options available at Prudential, including our partners, allow me to offer my clients different strategies and options that best meet their needs and goals.”

There are approx. 2,800 financial professionals with Prudential Advisors, aligned to 24 offices nationwide.

In 2023, we distributed 0.9 million leads and referrals to our financial professionals.*

23,000 Prospect Leads 712,000 Unaligned Leads

141,000 Referral Leads 3,000 Aligned Leads

Prudential Advisors AUM growth over the past 5 years*

Achieved Gross Dealer Concession (GDC) payout (by product)*

*As reported by Prudential Advisors Planning & Analysis team.

With our robust offering of over 15 turnkey lead and referral programs, you have access to a quality source of leads to help supplement your overall prospecting efforts and open doors to new client relationships.

Taking care of clients is your top priority, so why should you be limited to proprietary solutions? At Prudential Advisors, we are committed to enabling you to deliver the most appropriate advice and solutions. All products align to one payout grid.

Access to several top-industry productivity tools including: Clientlink (powered by Salesforce), eMoney, Morningstar, and a robust managed money platform powered by Envestnet. We also offer access to email and social media marketing tools and external leads from SmartAsset.

As a statutory financial professional or an independent financial professional, you can count on fair compensation. In fact, as an independent financial professional, you’ll receive up to 90% payouts on anything you sell. As a statutory financial professional, you will receive a full benefits package, including company-sponsored benefits.

We believe teaming is not just a program. It's a way of doing business. Financial professionals, advisors and planners who join teams are more efficient and more productive and have higher assets under management (AUM) per client.

Join Prudential Advisors and your transition will be supported by a close partnership with local office leadership, operations personnel, and dedicated resources from our Transition & Onboarding Solutions team.

Business Models

Statutory Financial Professional

Join us and get the best our office has to offer as well as benefiting from the relationships, reputation and support of Prudential. With local leadership and a global powerhouse, we both have your back.

Independent Business

We welcome independent financial professionals who want to work with us. You can enjoy upsides like no product quotas, ongoing local office support and access to Prudential expertise, including leads support and marketing.

Start a New Career at Pru

Interested in starting your career in finance or looking for a career change? Prudential offers guidance to help you recognize your needs and goals including tips to help you take your next step.

Members of the Greater Metro Financial Group posing for a picture.

2024 Annual Advisor Summit

February 27, 2024

Greater Metro Financial Group hosted its 2nd Annual Advisor Summit at MGM Tower in Atlantic City, NJ. The event was a great day of learning and collaboration for all attendees.

People sitting at a long table at the company barbecue event

Greater Metro Financial Group Holiday Party

December 2022

Advisors gathered to toast the holiday season in December 2022 at Macaluso’s in Hawthorne, NJ.

Three advisors from our office standing together and smiling celebrating Mother's Day.

Mother's Day Event

May 13, 2023

Greater Metro Financial Group sponsored a Mother’s Day Brunch on for 30 disadvantaged mothers and their 65 children through the non-profit Families for Families. We had volunteers from our office assist in the day's activities, including Jennifer Berrios, Gary Beckles and Ivana Caballero.

People in a conference room listening to someone present at the front of the room.

Top 40 Event

April 19, 2023

Our Top 40 Life and Annuity Advisors gathered together for a day of learning and celebration at the Borgata Hotel Casino and Spa in Atlantic City.

Greater Metro Financial Group BBQ

June 21, 2022

Greater Metro Financial Group kicks off the summer season with a barbecue at Alpine Pavilion in Alpine, NJ.

Audience facing an outdoor stage festooned with posters of Broadway shows.

Curtain Up! Broadway Festival

September 30, 2022

Greater Metro Financial Group advisors, including Gary Beckles, participated in "Curtain Up: Broadway Festival." Advisors had the opportunity to enjoy the event, while being able to engage and meet with potential new clients.

Interested? We'd love to hear from you.

Whether you're an experienced financial planner, financial advisor or financial professional thinking of moving your practice, a recent grad, or a professional who is interested in a career change, you can contact us confidentially. Our Business Development Director and Recruiter is the first step, so please reach out.

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