6800 Jericho Turnpike Suite 202W
Syosset, NY 11791
Rory joined MassMutual Long Island Metro in 2018 to form a larger cohesive team offering more to his clients and those he brings to the Agency. After working for a variety of firms, he recognized a growing need for truly tailored client strategies and partnered with Michael Eisner to establish ZEA Financial. During his previous work as the Co-Founder of Zipper Eisner Associates (ZEA) and now the Managing Director of MassMutual Long Island Metro, Rory specializes in helping people perform at their best. With over fifteen years of experience in the financial services industry, Rory empowers clients to take charge of their financial future. As a planner and mentor, Rory utilizes his coaching and sports management background to help clients realize their full financial potential. In addition to developing the next generation of financial planners, Rory is driven to evolve the financial services industry into a more client-centric and innovative industry.
A graduate of Seton Hall University, Rory earned his Bachelor of Science in Business with a major in Sports Management and minors in Criminal Justice and Legal Studies. While attending New York Law School, Rory entered the financial services industry in 2002 as a Financial Advisor with AXA Advisors in Manhattan. After his promotion to Vice President in 2005, Rory transferred to the Long Island branch where he developed his knowledge in Estate Planning and Protection Strategies.
In 2012, Rory accepted a Managing Director position with Sentinel Solutions in New York City, and was quickly appointed Principal Director of Sound Wealth Financial Group (General Agent of Guardian Eastern Long Island) in January of 2015 where he won the “New Agency of the Year” Award. Throughout his financial representative and wealth management career, Rory has received numerous industry awards and honors for his dedication to client and advisor success. Five time Management Leadership Award recipient (2005-2011), GAMA International (2005-present), as well as multiple Frontline Leader (2005-2009, 2012-2014) and International Management Awards (2005- 2009, 2012-2014). Actively involved in his community, Rory is a member of multiple organizations such as Long Island Cares (2005-present) and Board Member of United Way (2005-2009). He currently serves on the board of his Homeowners Association (2010-present). Outside of the office, Rory coaches basketball, soccer, and baseball. He enjoys spending time with his wife, Jaime, and their two children, Logan and Chloe.
- Insurance Strategies
- Business Owners
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Rory’s Licenses and Disclosures