Small World Wealth Management

Small World Wealth Management "Protecting your Family Now and For Generations to Come" - Joe Small

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✨ Meet the newest member of our team! ✨ We're excited to welcome Elexis "Lexi" Dice to Small World Wealth Management as...
06/01/2026

✨ Meet the newest member of our team! ✨

We're excited to welcome Elexis "Lexi" Dice to Small World Wealth Management as our Client Service Representative.

Lexi brings a dedication to exceptional service, a keen eye for detail, and a genuine passion for helping clients navigate their financial journey. We're thrilled to have her on board and can't wait for you to get to know her.

Help us give Lexi a warm welcome! 👏💙

We're looking for a motivated, detail-driven professional to join our team as an NMIS Operations Associate. This role ...
05/29/2026

We're looking for a motivated, detail-driven professional to join our team as an NMIS Operations Associate.

This role sits at the heart of our Investment Operations division — spanning account openings, middle operations support, and daily advisory & brokerage service management. If you thrive in a fast-paced financial services environment and take pride in accuracy and operational excellence, we want to hear from you.

🎯 Key Requirements:
- Associate Financial Representative contract required
- Series 7 & 63 preferred - 3+ years in investment operations or financial services
- Strong attention to detail & ability to manage multiple priorities

Send your resume to Kristine Bargo, [email protected] to apply!

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country.

Their courage and service will never be forgotten.

What an incredible opportunity it has been attending the Northwestern Mutual Wealth Management Symposium in Atlanta alon...
05/22/2026

What an incredible opportunity it has been attending the Northwestern Mutual Wealth Management Symposium in Atlanta alongside such an outstanding group of leaders from our team.

Representing SW at this year’s symposium:
• Joe Small
• Tricia Small
• Nathan Kinzinger
• Matthew Leopold
• Jack Waldron
• Evamarie Schoenborn

From leadership development and advisor growth to collaboration and innovation within our industry, this symposium has been an amazing experience filled with valuable insight and meaningful conversations.

Proud of the team representing Small World and excited for what’s ahead.

An incredible opportunity this week at the Northwestern Mutual Wealth Management Symposium in Atlanta.Our CEO & Founder,...
05/22/2026

An incredible opportunity this week at the Northwestern Mutual Wealth Management Symposium in Atlanta.

Our CEO & Founder, Joe Small, had the privilege of connecting with Rob Kaplan — Vice Chairman of Goldman Sachs, former President & CEO of the Federal Reserve Bank of Dallas, Harvard Business School professor, and nationally recognized leadership author.

Conversations with leaders of this caliber continue to inspire innovation, leadership, and long-term thinking as we strive to better serve our clients and community every day.

Our team was honored to have Tricia Small, President & Partner speaking at the Northwestern Mutual Wealth Management Sym...
05/21/2026

Our team was honored to have Tricia Small, President & Partner speaking at the Northwestern Mutual Wealth Management Symposium in Atlanta.

Tricia shared valuable insight with advisors and firm leaders on the importance of Human Resources within a growing firm — from hiring and operational processes to building a strong culture and managing talent the right way.

She also joined Nathan Kinzinger, Partner & WMA for a second seminar focused on Advisor Development — what it truly means, how we approach it at SW, and lessons learned throughout our journey.

We are proud to see our leadership team contributing to conversations that continue shaping the future of the wealth management industry.

Details Drive Confidence. People Make the Difference. At Small World Wealth Management, we’re looking for an Investment ...
05/21/2026

Details Drive Confidence. People Make the Difference.

At Small World Wealth Management, we’re looking for an Investment Operations Associate who thrives in a fast-paced environment, values precision, and is passionate about delivering exceptional client support behind the scenes.

This role is an opportunity to be part of a collaborative team where operational excellence, integrity, and proactive problem-solving are at the center of everything we do. From account onboarding and asset movement to supporting advisors and clients, you’ll play a key role in helping keep our clients’ financial world running smoothly every day.

If you are detail-oriented, analytical, eager to learn, and ready to grow within the financial services industry, we’d love to hear from you.

To apply or learn more, please contact Gia Bonavilla at [email protected]

Details Drive Confidence. People Make the Difference. At Small World Wealth Management, we’re looking for an Investment ...
05/19/2026

Details Drive Confidence. People Make the Difference.

At Small World Wealth Management, we’re looking for an Investment Operations Associate who thrives in a fast-paced environment, values precision, and is passionate about delivering exceptional client support behind the scenes.

This role is an opportunity to be part of a collaborative team where operational excellence, integrity, and proactive problem-solving are at the center of everything we do. From account onboarding and asset movement to supporting advisors and clients, you’ll play a key role in helping keep our clients’ financial world running smoothly every day.

If you are detail-oriented, analytical, eager to learn, and ready to grow within the financial services industry, we’d love to hear from you.

To apply or learn more, please contact Gia Bonavilla at [email protected]

Celebrating an incredible milestone with an incredible person. 🎉Our CEO & Founder, Joe Small, recently had the pleasure ...
05/12/2026

Celebrating an incredible milestone with an incredible person. 🎉

Our CEO & Founder, Joe Small, recently had the pleasure of spending time with longtime friend and valued client Harvey Silver in celebration of his 81st birthday.

Harvey and Ellen have been trusted friends and clients for over three decades, and what began as a professional relationship has grown into a meaningful connection that now spans three generations. Relationships like these are at the heart of everything we do, and we are truly grateful for the trust, loyalty, and friendship shared throughout the years.

As the owner of Thoughtful Classroom, Harvey continues to make an extraordinary impact in education. Alongside his team, he is currently developing a new integrated AI system designed to revolutionize teaching and help educators teach more effectively. His passion for innovation and dedication to improving education continues to inspire everyone around him.

Harvey, we wish you continued health, happiness, and success in the years ahead. Thank you for allowing us to be part of your journey and your family’s story. 🎂✨

We’re growing — and looking for experienced professionals to grow with us.Now hiring for:• Trading Operations Associate•...
05/06/2026

We’re growing — and looking for experienced professionals to grow with us.

Now hiring for:
• Trading Operations Associate
• Director of Relationship Management
• Account Opening Operations Associate

If you thrive in a fast-paced, client-focused environment and want to make an impact with a strong and growing team, we’d love to connect.

Strong teams don’t happen by accident — they’re built by talented people who are passionate about what they do.

Know someone who’d be a great fit? Send them our way!

Contact Gia Bonavilla: [email protected]

Address

787 Sergeant Palmateer Way
Wappingers Falls, NY
12590

Telephone

+18452240015

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