Our Team|Fitzgerald Financial Group

John Fitzgerald

President, Financial Advisor

As president and lead financial advisor of Fitzgerald Financial Group, John provides individuals with a range of comprehensive financial guidance for investment, retirement, and estate planning, as well as other wealth management needs. 

He started Fitzgerald Financial Group in 2017 with the goal of offering a local, independently owned alternative to large, traditional brokerage firms. John enjoys getting to know his clients, their lifestyles, desires, and goals for the future. He takes the time to try to understand the concerns of his clients and focuses on a personal and customized approach for each and every family with whom he works. 

John earned his BS in finance from Northern Michigan University. He spent 10 years as a financial advisor at Morgan Stanley before deciding to start his own firm. While working at Morgan Stanley, he was named to the prestigious Pacesetter's Club, demonstrating the highest professional standards and first-class client service. 

Designations and registrations

  • FINRA Series 7 and 66 securities registrations 
  • Life and health insurance licenses

John and his wife, Dana, are residents of Mullica Hill, New Jersey. They have one daughter, Mia, who is the pride and joy of John and Dana's lives. John has served on many local nonprofit boards. He currently serves as treasurer for Brookside at Harrison Homeowner's Association Board in Mullica Hill, New Jersey. John recently served as a board trustee of the Complete Care Family Health Foundation. He also previously served as treasurer for the Vineland Police Athletic League for more than eight years, and he was past president of the Gloucester County Special Services Education Foundation. In his spare time, he enjoys traveling, cooking, Philadelphia sports, summers in Ocean City and North Wildwood, and discovering new restaurants. His best days are spending time with his family.

Business Experience
 

John Fitzgerald is proud to have been recognized as a Business Experience advisor for 2021—a distinction based on annual production that places him/her among the top 5percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients. 

 

Larry Birch

Wealth Management Assistant

Larry graduated from Rowan University in 2021 with a BS in finance. He joined in 2019 as a financial intern and continues his career with our team as a full-time wealth management assistant. Larry assists our team in maintaining strong client relationships, preparing wealth management proposals and financial plans, and doing extensive investment research. He is currently working on becoming registered with FINRA, with his goal set to become a financial advisor in the coming years. 

Larry resides in Mays Landing, New Jersey. In his spare time, he enjoys hiking and fishing and being with his family and friends. He volunteers as a firefighter with Mays Landing (NJ) Fire Department and New Jersey Forest Fire Service, where he joins his father and brother. Larry is an avid New York Mets fan.  

Sandy Ruiz

Office Manager

Sandy is a resident of Gloucester County, New Jersey, where she and her husband, Tom, raised four beautiful children. Tom and Sandy now have 12 grandchildren and 5 great-grandchildren. 

They are big fans of their football and soccer teams. In her spare time, Sandy enjoys reading, watching the Eagles and the Phillies, lunches with her sisters, get-togethers with high school friends, and church activities. She also loves to swim, travel, visit museums, and spend quiet movie nights at home with her husband.

Maria Grant

Administrative Assistant

Maria has been working in the investment industry since April 1979 when she was hired at Dean Witter Reynolds, which eventually became Morgan Stanley. Maria retired from her full-time position in early 2019. She joined Fitzgerald Financial Group to bring her industry knowledge to the team and help with our client experience.

Maria enjoys traveling. Some of her travel destinations include Europe, Russia, and Vietnam. She especially enjoys long car trips as she’s driven across the country three times! Maria has two children, two beloved grandchildren, and two cats. She loves reading mysteries and historical novels.

Dawn Repice

Administrative Assistant

Dawn grew up in Buena Vista, New Jersey. Since meeting her husband, she has been a longtime resident of Vineland, New Jersey. She and her husband have a blended family of three daughters and one son, all of whom have graduated from Stockton University (New Jersey) and have embarked on their careers of choice. Dawn has 20 years of customer service experience. She worked as the customer service/front office manager at the local Toys R Us for more than 16 years. 

Dawn and her husband, Anthony, make homemade pasta and meatballs every Sunday for dinner. It is the highlight of her week. Dawn loves spending time outdoors walking, biking, hiking, and kayaking. She also loves traveling as Florida is a favorite destination. 

Virginia Jankowsky

Financial Intern

Virginia graduated from Rowan University with her bachelor’s degree in mathematics. She joins our team as a financial intern to assist with the preparation of financial reports, investment research, and marketing. Virginia had been a high school mathematics teacher for a few years and plans on expanding her knowledge in finance.

She resides in Gloucester City and enjoys traveling and spending time with her family, friends, and puppy.

Jenna Biagi

Client Relationship Manager

It is with our deepest sorrow to inform you of the sudden passing of our beloved friend and colleague, Jenna Biagi, in 2019. Jenna was a wife and mother of three. She graduated from Vineland (New Jersey) High School in 2002. She was employed in the banking and finance industry since 2002 and had been working with John Fitzgerald since 2014.

Jenna was an extraordinary person who was highly regarded by so many. She always gave our clients 100 percent and focused on top-level personal service. Jenna's passing is truly a great loss to Fitzgerald Financial Group and our community as a whole. We feel fortunate for the opportunity that we've had to know Jenna. We will always remember Jenna. The link below will send you to her obituary.   

https://dlfuneral.com/tribute/details/1196/Jenna-Biagi/obituary.html#tribute-start

Commonwealth Specialist Teams and Our Broker/Dealer

Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to teams of specialists in advanced planning, investment research, and retirement consulting services who can help us provide you with the best possible service.  Each of the professionals on these teams brings a breadth of experience in the industry and within his or her own specialization.

Visit the advanced planning team here

Visit the research team here

Visit the retirement consulting services team here

 

Our Broker/Dealer

We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients. Commonwealth manages total account assets of $232.5 billion.1

Independent, just like us
Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients—not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.

How Commonwealth helps us help you
Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. It's that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.

  • Choice. Through Commonwealth, we have access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.
     
  • Service. The firm's advisor-to-staff ratio is one of the best in the industry. This means staff members answer our calls promptly, execute transactions quickly and accurately, and, in general, offer us the same highly personalized treatment we strive to give you.
     
  • Technology. Commonwealth's technology platform is a critical component in our ability to keep you on track with your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial life.
     
  • Security. Commonwealth is committed to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with will remain secure.

Committed to helping those in need
Commonwealth's commitment to service does not end with its advisors and their clients. For more than four decades, the firm has been dedicated to serving the communities where its employees and affiliated advisors work, live, and visit. Its charitable foundation, Commonwealth Cares, works to provide contributions of time, talent, and financial support to a wide range of philanthropic causes. That kind of dedication to the greater good is just one more reason we're proud to be affiliated with Commonwealth.

If you'd like to know more
We'd be glad to talk with you further or answer any questions you may have about our affiliation with Commonwealth. Just ask!

 

1 As of 12/31/20