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Our Team

Cindy Bailey

Adminstrative Assistant

401-331-7600 ext 5

401-331-7800

[email protected]

An Adminstrative Assistant at Universal Wealth Management, LLC, Cindy has more than 25 years of experience working at two major accounting firms in Rhode Island. Prior to joining Universal Wealth Management, LLC in 2015, Cindy was the...

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Greg Voccio

Universal Wealth Management

401-331-7600 ext 4

401-331-7800

[email protected]

Greg Voccio is a partnered Financial Advisor with Karen Emma and Universal Wealth Management, LLC. Greg has served in the financial industry since 1995. He is also an Insurance Agent for Blue Cross Blue Shield RI and United Healthcare....

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Jackie Levesque

Universal Wealth Management | Empire Financial | Administrative Assistant

401-331-7600 ext 3

401-331-7800

[email protected]

An Administrative Assistant of Universal Wealth Management, LLC, Jackie Levesque holds her Series 7, 63 and 65 registrations. Jackie has 25 years of investment industry experience working at both Paine Webber and Merrill Lynch, prior...

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Karen Emma

Universal Wealth Management | President | Founding Partner

401-331-7600

401-331-7800

[email protected]

Karen Emma is the Founder and President of Universal Wealth Management in Cranston, Rhode Island. Since 1999, Karen Emma has been a successful Planning Specialist and Financial Advisor providing personalized investment advice to...

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Marla Lambrese

Administrative Assistant/Website Manager

401-331-7600 ext 7

401-331-7800

[email protected]

Marla joined Universal Wealth Management, LLC in July 2016. Prior to joining UWM, Marla was the Confidential Assistant to the Superintendent for Cranston Public Schools. Previousy, she spent 21 years working in Fund Development and...

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Phillip Wong

Boston Wealth Management | Managing Director

401-331-7600

Phil Wong serves as our First Line Supervisor at Royal Alliance Associates, Inc. and Office of Supervisory Jurisdiction. Phil has served in the financial service industry since 1991 and is the founder and Managing Director of Boston...
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Robbie Mann

Empire Financial | Founder

401-331-7600

An Independent Consultant within our Rhode Island office, Robbie Mann has been a longtime partner of Karen Emma, Universal Wealth Management, LLC and ELM Associates, LLC. Robbie Mann is a registered representative with Royal Alliance...
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