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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

David J. Schnall

Founder & President

631-350-9895

dschnall@soundviewwf.com

David Schnall is the President and founder of Soundview Wealth Financial and serves as a senior financial advisor and portfolio manager for his clients. David has spent his entire career in the investment business. Before starting...
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Denis O'Leary

Director of Wealth Management

631-473-1188

Robert Calabretta

Director of Investments

As Director of Investments, Robert Calabretta brings over 25 years of experience to Soundview Wealth Financial. Robert began his career in New York with Morgan Stanley, and he has since held positions in proprietary trading and...
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Adrian Glean

Investment Analyst

Bio coming soon!
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Kathleen Godfrey

Administrative Assistant

631-473-1188

Meet Our Team