Broker Check

Our Team

James Luongo, CLU, ChFC

Founder and CEO - Wealth Advisor

(732) 332-0251

james.luongo@lpl.com

James has been in the financial service industry since 1989. He utilizes his extensive experience in research and analysis to form comprehensive, personalized wealth management strategies to help his clients pursue their long-term...

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Gail Luongo

Office Manager

(732) 332-0251

gail.luongo@lpl.com

Gail joined Luongo Wealth Management in April 2012. She has a Bachelor of Science in Business Administration from Monmouth University.

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A. Barbara Owens

Administrative Assistant

(732) 332-0251

a.barbara.owens@lpl.com

Barbara joined Luongo Wealth Management in August of 2018. She has an MBA from Seton Hall University and previously worked at AT&T as a Manager of Technical Business Operations. Barbara spends her spare time as a Permanent Trustee and...

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Nancy Crandall

Client Service Associate

(732) 332-0251

(732) 332-0259

nancy.crandall@lpl.com

Nancy joined the Luongo Wealth Management team in June 2026. She graduated from Cazenovia College in New York, where she pursued her passion for radio broadcasting.Nancy's diverse professional background includes radio broadcasting,...
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