Our Team

Our Team

Greg Stoia, CFP®, ChFC®, CLU®

Managing Partner

Greg was raised in Aberdeen, South Dakota. He graduated from the University of Colorado in Boulder, Colorado, with a BS in business, with a special emphasis in finance and accounting.

In 1985, Greg moved to Naples, Florida, and founded Stoia Financial. Since that time, the firm has provided financial planning and investment management services. Stoia Financial believes that to provide world-class service and guidance, an investment professional should be free from the influences present at many of the traditional Wall Street firms. As such, the firm provides a truly independent and comprehensive approach to financial planning.

Greg has earned and maintains three professional certifications: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Chartered Life Underwriter®. He holds the FINRA Series 6, 7, 24, and 63 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network® and the Florida life, health, and variable products licenses.

Personal
Greg is an avid sports fan and also enjoys golf, running, kayaking, and tropical fruit gardening.

Mary Lou Smart

Practice Administrator

Mary Lou Smart

Practice Administrator

[email protected]

 

Mary Lou Smart, practice administrator for Stoia Financial for 22 years before relocating to Washington, DC, is back in town. While in our nation’s capital she was operations manager for a financial advisory firm for seven years.

 

At Stoia Financial she provides customer service for clients and acts as a liaison between the company and investment, insurance and regulatory agencies. Mary Lou passed the FINRA Series 7 exam in 2003 and has been a Registered Assistant with Commonwealth Financial Network® for more than 20 years.

 

Her work experience includes eight years in banking with Security Pacific National Bank (now Bank of America) in San Francisco and Manhattan and CoreStates (now Wells Fargo) in Philadelphia. While in southwest Florida previously, she was also a freelance writer and wrote about everything from real estate to life in the Everglades. She holds a B.A. in Journalism from the University of South Carolina in Columbia, South Carolina.

 

Personal

Mary Lou lives in Naples with her husband Tom Bernaciak. In addition to leisure time filled with cooking, reading, exercise and travel, she maintains a thriving tropical landscape.