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  2. Your Team

Your Team

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Doug Flynn, CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Chartered Financial Consultant (ChFC®)

(516) 746-9000
flynn.zito@lpl.com

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Doug works with high-net-worth individuals and their trusts, business owners, media personalities, professional athletes and other high-profile clientele. He specializes in providing comprehensive financial planning, private wealth management, strategic and tactical asset allocation and full, independent investment management services.

An invaluable resource to his clients and the media, as well as tax, legal and other financial professionals, Doug has appeared regularly on FOX Business, FOX News, CNN, CNBC, ABC, Newsmax TV, and nationally syndicated radio through SiriusXM and CNNRadio. In New York he has appeared on ABC7, CBS2, FOX5, PIX11 and NY1, radio WCBS880 and 77WABC, as well as other local, national and international TV and radio programs for many years.

He has been interviewed by or featured in the Wall Street Journal, New York Times, Financial Times, Newsday, Money, Reuters, Smart Money, InvestmentNews, Entrepreneur, Self, Research, Parents, Ticker, Financial Advisor, Details, New York Magazine, Journal of Financial Planning, On Wall Street, TheStreet.com, CNNMoney.com, FOXNews.com, ReutersTV, Yahoo! Finance, Huffington Post, and more...

Doug is credited with contributions to five best-selling personal finance books. He is also a recurring guest on several financial TV shows, where he discusses a wide range of economic, investment and financial planning topics.

To educate, enlighten, and empower, Doug has spoken at engagements across the United States for organizations such as American Express, Goldman Sachs, Bankrate, LPL Financial, Adelphi University, NHL Players Association, and the New York Yankees.

Involved in multiple activities, Doug generously donates resources to several worthy causes and presently sits on the board of a major local charity serving the needs of the underprivileged. Always a champion of financial literacy, he started a scholarship fund for finance majors at his alma mater which awards an annual scholarship benefit to deserving students.

He is also a member of the President’s Advisory Council of Adelphi University with recognition as a Major Benefactor, and is a long-standing member of InvestmentNews' Advisory Board.


 

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Rich Zito, CFP®, CMFC®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Chartered Mutual Fund Counselor (CMFC®)

(516) 746-9000
flynn.zito@lpl.com

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Rich Zito is a CFP® Professional, a Chartered Mutual Fund Counselor, and the co-founder of Flynn Zito Capital Management, LLC, specializing in providing high-net-worth individuals and their trusts, business owners and their corporations, widows and widowers, media personalities, professional athletes and other high-profile clientele, with comprehensive financial planning, private wealth management, strategic and tactical asset allocation and full, independent investment management services.  He has been in practice since 1992.

An invaluable resource to his clients and the media, as well as tax, legal and other financial professionals, Rich has appeared on CNN as well as been interviewed by or featured in Investment News, Reuters, Yahoo! Finance, Journal of Financial Planning, Smart Money, New York Magazine, Financial Advisor Magazine, CNNMoney.com, Huffington Post, and many more.  Rich has also contributed to several personal finance books.

Rich has been active on many public and political forums, most notably as Communications Director for the election campaign of Judge W. Gerard Asher, New York State Supreme Court Justice.  His knowledge and experience has helped to enhance his skills as a CERTIFIED FINANCIAL PLANNER™ professional and has made him a highly sought after resource for high profile organizations. 

Rich gives much of his time to charity and family.  He generously donates resources to several worthy causes and is an active advocate for cancer research.  Always a champion of financial literacy, he started a scholarship fund for finance majors at Adelphi University which awards an annual scholarship benefit to deserving students, and is recognized as a Major Benefactor for the school.

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Ryan Haiss, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Trade Desk Operations Manager

(516) 746-9000
ryan.haiss@lpl.com

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Ryan Haiss is a CFP® Professional, and serves as the Trade Desk Operations Manager for Flynn Zito Capital Management, LLC.  Ryan graduated from Towson University with a Bachelor’s Degree in Business Administration.  He started his career in the financial industry with Morgan Stanley, where he worked directly with the firm’s Wealth Advisors. 

Since affiliating with us in 2012, Ryan has gone on to earn several professional credentials.  He is a CERTIFIED FINANCIAL PLANNER™ professional, and has obtained both his Series 7 and 63 registrations currently held with LPL Financial.

Ryan is an avid sports fan, allowing him to enjoy his free time by participating in organized athletics as well as attending professional sporting events.

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Steve Aberman, ChFC®

Chartered Financial Consultant (ChFC®)

(516) 746-9000 x 4
steve.aberman@lpl.com

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Steve joined Flynn Zito after spending nearly four years at Fidelity Investments. At Fidelity, Steve counseled and guided clients with assets ranging from $100,000 to $10,000,000. Most of his day was spent educating clients on all aspects of the market and how most efficiently to pursue their financial goals, whether that be through wealth accumulation and preservation strategies, retirement planning, income planning or 529 plans.

Prior to Fidelity Steve spent 15 years on the floor of the New York Stock Exchange for Goldman Sachs. He was a Designated Market Maker in stocks representing many aspects of the S&P 500 and totaling over $50B in market capitalization. He specialized in risk management and in overseas markets, focusing on Asia, India and Great Britain. Steve holds a Series 7, 63, and 4 Registrations with LPL Financial.

Steve grew up on Long Island and attended Hofstra University, graduating with honors in Communication Arts. He is an avid runner, hockey player, film buff and Bob Dylan fan. He is active in Kiva, a micro-financing charity that seeks to raise capital for Third World small business owners and entrepreneurs. When he is not doing any of those things, Steve’s favorite pastime is spending time with his wife, two children and his dog, Gordie. 

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Anne Lambert

Wealth Advisor

anne.lambert@lpl.com

Anne Lambert began her financial career in 1998, after owning and operating a retail business for ten years.  In 1999 she joined LPL financial with her business partner, George Dagher, DBA creating Dagher Lambert Financial Services in Bay Shore, NY. They worked in a successful partnership through 2012, when George unexpectedly passed away. Since that time Anne has continued and grown the business, providing financial services and guidance to her clients.  In 2019 Anne joined forces with Flynn Zito Capital Management to maximize her clients' financial services and guidance.  She is a great addition to our wealth advisement team.

Anne is a long-time resident of Bay Shore, where she enjoys her family, golf, tennis and the water activities of the south shore of Long Island. 

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Derrick Stubblefield

Director of Administration

(516) 746-9000
derrick.stubblefield@lpl.com

Derrick Stubblefield joined our organization in 2011, bringing with him over ten years of Client Service and Management experience. As Director of Administration, Derrick works diligently to manage our Compliance Program as well as ensure the office operates efficiently.  

As an account executive for Skytel Communications he learned the valuable lesson that each interaction with a client is a serving opportunity and he has taken that with him throughout his career.  As an assistant Manager of Customer Service and sales processing at Natural Organics Incorporated, not only did he discover an affinity for systems and processes, but also strengthened his ability to be a motivator and leader.  He took these skills to a position at Ramp Motors as the Business Assistant to the co-owner and VP of Sales.  This was the final operational piece of experience that his previous experiences prepared him for as he had a hand in running five General Motors sales divisions.

Derrick hails from North Carolina and attended the University of North Carolina at Chapel Hill, where he studied English and enjoyed being chair of the Black Student Movement membership committee.  He was also a participant and committee member of Unitas, a unique living and learning program run by the University.

In his free time, Derrick enjoys spending time with family and enjoying local events and activities.

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Tina Malliet, FPQP™

Operations Administrator
Financial Paraplanner Qualified Professional

(516) 746-9000
tina.malliet@lpl.com

Tina began her financial career in 2005 as an intern for Flynn Zito Capital Management, LLC, while studying Economics and Applied Mathematics at Hunter College in New York City.  After learning many key elements of the business, she ventured off to other fields such as Real Estate and Insurance. 

In 2008, Tina returned to Flynn Zito Capital Management, LLC as a general assistant.   With dedication to her work and knowledge of account processes, she has risen to become the Operations Administrator.  Her focus is to make our client's experience of opening new accounts and maintenance as effortless as possible.

Tina was born on Long Island and has called it home ever since.  In her free time, she enjoys spending time with her son, crocheting and writing.

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Mitchell Bermudez

Trade Desk Operations Associate

(516) 746-9000
flynn.zito@lpl.com

Mitchell serves as a Trade Desk Operations Associate for Flynn Zito. He holds a degree in Finance from the Lubin School of Business at Pace University in New York City. He began his financial career as an intern for the firm in 2017. Mitchell is excited to utilize the skills he has learned through his college education and internship experience now as a full-time member of the firm.

​Mitchell was born and raised on Long Island and enjoys playing sports, snowboarding, painting and spending time with family.

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Caroline Maino

Operations, Insurance Associate

(516) 746-9000
flynn.zito@lpl.com
Caroline Maino serves as an Operations Associate for Flynn Zito. Caroline graduated from Long Island University - Post, where she earned her Bachelors degree in Psychology with a minor in General Business. She is experienced in senior Merchant Cash Advance underwriting, office management and customer service.
 
Caroline's goal is to ensure that clients have an exceptional experience with our firm, acting as a liaison between clients and team members.
 
In her spare time, Caroline loves to exercise, dance, read and travel. She is an avid animal lover and involved in several charitable organizations.
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Robert “Trip” McLane

Trade Desk Operations Associate

(516) 746-9000
flynn.zito@lpl.com

Trip McLane serves as a Trade Desk Operations Associate at Flynn Zito Capital Management, LLC. He graduated the College of Wooster in 2015 with a Bachelor’s degree in economics, and spent his four years on the varsity tennis team. He began his financial career as a mortgage banker at Quicken Loans and a Financial Advisor at Merrill Lynch. Trip is excited to build upon his skills and interests to best serve the clients of Flynn Zito Capital Management, LLC.

In his spare time, Trip enjoys watching sporting events, playing racquet sports and spending time with friends and family.

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Emilee Werries

Administrative Assistant

(516) 746-9000
flynn.zito@lpl.com

Emilee partners with our team to provide support on administrative tasks and client management functions.  Prior to joining the team, she joined LPL and was hired directly into the Service360 team.  There, she built a pillar of trust with not only her dedicated advisors but also her colleagues.  Emilee has lived all over the east coast from Georgia to New York.  After graduating from Unity College in Maine with a degree in wildlife conservation, Emilee made her way back to the south.  She enjoys spending time with her family, her dogs, and in nature.

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Cara Durand

Executive Assistant

(516) 746-9000
flynn.zito@lpl.com

Cara is a food, book, and travel lover who works part time for her favorite brand: Free People.  As our Executive Assistant, Cara is the cheerful voice you hear answering our calls at Flynn Zito Capital Management.  With a passion for people she is always willing to help clients while working efficiently and staying detail-oriented.  From the second you step into our Garden City office her warm smile will make you feel at home. With knowledge ranging across numerous topics she is a great asset to our team!

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Mary Jane McWilliams

Marketing Associate

(516) 746-9000
flynn.zito@lpl.com

Originally from Louisville, Kentucky, Mary Jane (“MJ”) holds a Bachelor Degree in Marketing from the University of South Carolina with a minor in Public Relations. As a seasoned marketing communications professional, MJ develops and executes marketing strategies for Flynn Zito Capital Management. Throughout her career, she has developed marketing plans and collateral, specialized in email and social media marketing, and provided website guidance. MJ currently lives in Charlotte, North Carolina and works at the LPL Financial Carolinas Campus for the Flynn Zito team.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (516) 746-9000
Fax: (516) 746-0300
Email: flynn.zito@lpl.com

 

585 Stewart Avenue, Suite 620
Garden City, NY
11530 United States

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered though Flynn Zito Capital Management, LLC, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with the website may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IN, NC, NH, NJ, NY, PA, TX, VA. The Flynn Zito Capital Management, LLC Investment Advisor Representatives associated with this website may discuss advisory services with residents of the following states: CA, CO, CT, DE, FL, GA, HI, IA, MA, NV, NH, NJ, NY, NC, PA, TX, VT, VA, WA. Additional states available upon request.

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