Jo-Anne Broccolo

Jo-Anne (“Jo”) serves as Client Service Administrator for Tax & Portfolio Administration at First Long Island Investors. She first joined FLI in 2009 as an Executive Assistant and ever since then has demonstrated exceptional organizational skills and dedication to the firm. Jo collaborates closely with FLI’s administrative, tax, and accounting services teams, managing a wide range of responsibilities, including overseeing document delivery and facilitating the onboarding of new clients, thereby ensuring that FLI’s clients receive exceptional service. Jo is also responsible for FLI’s client portal and responds to client requests, making sure that client tax returns and client documents are coordinated and processed efficiently and accurately. Jo also serves as a Notary Public.

Prior to working at First Long Island Investors, Jo had 20 years of experience as an Executive Assistant, Payroll Manager, Human Resources Manager, and Accounts Payable Assistant at Penn-Plax.

Jo loves spending time with her husband, Rob, her son, Dominick, her family, and friends. In her spare time, she enjoys traveling, watching movies, and dancing, especially when her husband’s band, Krush, is playing at Long Island venues.

To contact Jo-Anne, please email her at jo@fliinvestors.com.