Your Team


Dolores Mitchell

Investment Advisor Representative

Being a financial advisor is a perfect match to Dolores' pragmatic personality. Dolores gets great satisfaction from helping others and feels it is her role to keep her clients safe, while helping them to create wealth. Being a financial advisor and insurance agent for the past 25 years, has taught her many things about how to help her clients.  She has an insightful ability to listen, nurture, share and educate. Her clients find that by working with her, they are informed and enlightened. 

While she was still in college, Dolores started her Wall Street career as a young woman working for the Vice President of the New York Stock Exchange.  Later on, she was an Associate Vice President at Morgan Stanley.  Throughout her long career, Dolores has guided her clients through every phase of market uncertainty.

Dolores is fluent in both Italian and Spanish.  She attended Brooklyn College, University of Perugia, Italy and the Spanish Cultural Institute.  She holds Series 7,63, 65 licenses and is also a Life and Health Insurance agent.  She has two children and three grandchildren.  Dolores, who loves to cook and entertain family and friends, currently resides with her husband in Merrick, New York.

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Nicholas Agnone, CPA

Investment Advisor Representative

Nick Agnone graduated Hofstra University in 1990 with a Bachelor's Degree in Business Administration, later opening his own CPA practice in 1992. Nick is a member of the New York Society of CPA, a member of AICPA, and National Society of Tax Preparers. Nick holds Series 7, 65, and 63 registrations and is a life and health agent since 2000. He is a father of three, two boys and one girl. An avid hockey player, himself, winning many trophies over the years. A generous man, Nick donates to many charities, including Catholic Charities and Cold Spring Harbor of which he is also a member.

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Peter Craig

Investment Advisor Representative

Peter is proud of the fact that he can help clients achieve what they want out of life by guiding them in the right direction.  Early on, Peter was influenced by his parents who were hard-working and successful, but did not understand investing and were intimidated to seek professional assistance.  He decided to enter the financial services industry with the thought that he could show clients a path to achieve their goals and offer them a comfortable environment where they could seek financial advice. 

Peter graduated Cum Laude from Coastal Carolina University with a degree in Finance and a concentration in Wealth Management.  He holds Series 7 and 66, Life Accident and Health Insurance as well as Property and Casualty Insurance licenses.  In his spare time, he enjoys many outdoor activities especially, golfing, fishing, boating and going to the beach.  An avid dog lover, he also enjoys all the wonderful things Long Island's East End has to offer.  Peter currently lives in Oakdale, NY with his wife, Brittany, an Oncology Nurse, and their black labs, Chesney & Rhett.  

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