Chartered Financial Consultant (ChFC®)
Partner and Co-Founder
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.
Chartered Mutual Fund Counselor (CMFC®)
Partner and Co-Founder
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.
Ryan joined Flynn Zito in 2012 after graduating from Towson University with a bachelor’s degree in Business Administration. Since affiliating with us, he has played a key role in researching and developing custom investment strategies for client portfolios.
After obtaining the CFP® designation in 2017, Ryan put his passion for financial planning to work. He specializes in providing comprehensive financial planning and asset allocation services for our clients. He is recognized for his diligent service and enthusiasm to help individuals and their families pursue their financial goals and aspirations.
Ryan is a Certified Financial Planner™ professional, a designation awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification and educational requirements. He upholds the high ethical and practice standards established by the CFP® Board. He also holds Series 7, 63 & 24 Registrations with LPL Financial
Ryan grew up on Long Island and currently resides in Long Beach with his wife. He is an avid Mets and Jets fan. In his free time, he enjoys traveling, and spending quality time with family and friends.
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.
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.
Operations Department Manager
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 Department Manager. 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.
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.
Mitchell serves as a Senior 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.
Trip graduated from the College of Wooster with a Bachelor’s Degree in Economics. He began his career as a mortgage banker for Quicken Loans, while also spending time with Merrill Lynch as a financial advisor.
Trip has been with the firm since 2018 and holds his Series 7 securities registration through LPL Financial and the Series 66 registration through LPL Financial and Flynn Zito Capital Management. After starting as a Trade Desk Operations Associate, he currently holds the position of Trade Desk Operations Manager.
In his spare time, Trip enjoys watching sporting events, playing racquet sports and spending time with friends and family.
Peyton first joined Flynn Zito as a Communications Intern in college, running our social media accounts. Today Peyton holds the title of Operations Associate. Peyton received her Bachelor’s Degree with Honors from Sarah Lawrence College in 2019. During college, she played Division III Soccer as a Midfielder and was a prominent member of the Disability Alliance. Peyton wrote our corporate sustainability practices and facilitates opening new client accounts. She brings her strong sense of initiative, skilled communication, and creative problem solving to her role at Flynn Zito.
Stefan holds a Master’s Degree in Finance with a focus in Investment Analysis from the Zarb School of Business at Hofstra University, as well as a Bachelor’s Degree in Economics from Bucknell University with a minor in Mathematics. Stefan began his career with the firm in 2019 as an intern and currently serves as a Trade Desk Operations Associate. Stef holds his Series 7 and Series 66 securities licenses with LPL Financial and is looking forward to becoming a Financial Advisor.
He played Division 1 soccer while at Bucknell University and enjoys playing golf and hockey in his free time.
Investment Strategy Operations Associate
Cole graduated with a Master's Degree in Finance from the Graduate School of Business at Bentley University, as well as a Bachelor's Degree in Economics & Finance with Honors. He started his financial career at GraniteShares ETFs in New York City, working with innovative Exchange Traded Fund (ETF) products in US Equities, Commodities & Fixed Income.
Cole holds his Series 7 and Series 63 with LPL Financial, and Series 65 securities licenses with Flynn Zito Capital Management, as well as the Accredited Portfolio Management Advisor℠ (APMA®) designation. Additionally, Cole has published financial research with contributions to the NRHC. He is excited to continue his career as a full-time member of Flynn Zito supporting our advisors.
Outside of the office, Cole enjoys country music, playing hockey, and traveling around the world.
Maria started her financial career in 2020 as the Operations Associate for a boutique investment bank located in New York City. She has a bachelor’s degree in Economics from Icesi University in Colombia. In 2022 she assisted the closing bell ceremony at the Nasdaq MarketSite and now continues to develop her knowledge and skills as an Operations Associate for Flynn Zito Capital Management.
In her free time, she enjoys playing volleyball and spending time with family and friends.
Saunya is originally from Chicago, IL. With a Master’s Degree in Integrated Marketing Communications, and Bachelor’s Degree from the University of Minnesota – Twin Cities, Saunya developed a specific love for Digital Marketing and Strategy. From ideation to conception, to execution and strategy, helping businesses develop their brand identity and voice brings her much joy. She now develops and executes marketing strategies for Flynn Zito Capital Management
Saunya’s specialty is “eradicating the disconnect” between businesses and their clients. She is passionate about bridging the gap between brand/consumer relationships and the development of authentic connections through storytelling. She has worked with a number of small businesses, non-profits, and start-ups to bring their visions to life.
Currently, Saunya lives in Charlotte, NC and is an LPL Financial Digital Marketing Consultant working for the Flynn Zito Team. She is constantly inspired by the beauty of life around her and is thankful to God for the opportunity to do what she loves.
Sabrina joined Flynn Zito in 2023 as our Receptionist, with a strong background in Customer Service and over 13 years of experience in the wholesale industry. She has consistently shown her knowledge, and skill with a diverse background in both Operations and Human Resources and has a reputation for delivering results. As a driven and detail-orientated professional, Sabrina strives to ensure that projects achieve the highest level of quality and continuously work towards the needs of clients. When not working, Sabrina enjoys spending time with her family and cooking.