Leo Matarazzo in

Leo Matarazzo

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Registered Representative at Wiss Private Client Group, LLC
📍 Paramus, New Jersey, United States

Leo Matarazzo leverages his background as a former law firm Partner to advise clients on wealth preservation at Wiss Private Client Group. With a Master of Laws from NYU, he specializes in tax, estate, and business succession planning, using his legal expertise to create customized insurance strategies for families and businesses.

His publication, "Same Sex Marriage: Changing Tides in the U.S. and the Impact on Estate Planning," highlights his specialized knowledge.

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Experience
19 Years
Current Role
Registered Representative
Job Level
Junior
Location
Paramus, New Jersey, United States
Personality Overview

How Leo shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Leo cares about

Estate & Succession
His entire career, from a Partner at Cole Schotz P.C. to his current role, has focused on structuring estate and business succession plans for clients.
Wealth Preservation
He focuses on addressing "wealth-eroding factors" such as taxes, market volatility, and inflation for his clients at Wiss Private Client.
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Career

Work history

3-2016
Registered Representative
Wiss Private Client Group, LLC
1-2015
Financial Representative
Certified Financial Services
9-2006 - 12-2014
Attorney/Partner
Cole Schotz P.C.
In the press

Media appearances

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Education
2006 - 2010
Master of Laws (LL.M.)
New York University School of Law
2003 - 2006
Juris Doctor (J.D.)
Rutgers University School of Law - Newark
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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