Broker Check

Our Associates

Meet Our Team

Anne Kraljic CFP®, CRPC®

Financial Advisor

732-473-9700 Ex.203

732-473-0366

Anne.Kraljic@securitiesamerica.com

Anne has been in the financial services industry for over 20 years. She began at a large broker dealer as a risk analyst and associate portfolio manager where she and her team managed over $20 Billion. In 2005, she began working with...

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Kelley McGrath-Waters

Administrative Professional

732-473-9700 Ex.201

732-473-0366

Kelley.Mcgrath-Waters@securitiesamerica.com

Kelley McGrath-Waters began working at Vision Financial Services, Inc. in January 2006 as an Administrative Assistant. Kelley graduated from Rowan University in 1986 with a Bachelor of Science Degree in Business Administration and a...

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Noelle Newman

Administrative Professional

732-473-9700

732-473-0366

Noelle.Newman@securitiesamerica.com

Noelle has been with our firm since 2018. She provides dedicated and professional service in administrative areas of our team. Noelle is a graduate of York College PA with a major in Public Relations and has worked in the customer...

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Our team approach adds perspective to all we do and provides increased benefits to our clients.

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.