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Patricia Cassella SmaginWealth Strategy Associate

Patricia Cassella Smagin

Wealth Strategy Associate

Corporate Headquarters-Port Jefferson

Patricia is the Wealth Strategy Associate of the Russell Giammarino Wealth Management Group here at Coastline Wealth Management.  Prior to joining Coastline in February 2023, Patricia has spent the past 15 years working in the financial industries for companies such as Wells Fargo Advisors, Merrill Lynch Wealth Management and UBS Financial Services.
Patricia attended the State University of New York at Albany, where she majored in Psychology, with Minors in Education and Communications. Patricia has her Series 7, 63, & 65 licenses.
Patricia and her husband Jason have two children together, Nicholas and Shay Lynn.  When not working with clients, she enjoys driving to the East End of Long Island, wineries, BBQ's and summertime by the pool!