VISION. EXPERIENCE.

Phoenix Advisors was founded in 2004 to fulfill the unmet needs of schools and government by providing expert assistance in issuing debt and financial and budget management.

Phoenix was merged into First Security Municipal Advisors, Inc. (“FSMA”) at the end of 2024.  FSMA is a multi-brand Municipal Advisory firm headquartered out of Little Rock, Arkansas, that is registered to do business as Phoenix Advisors in New Jersey and Connecticut.

We work with local governments and school boards who will benefit from having a Wall Street level of experience and service on their side. Phoenix Advisors is a seasoned, bright and creative team of professionals who will effectively help you reach your goals.

Our professionals have backgrounds working with governmental entities of all sizes, we're especially well-versed in areas of debt issuance. From fire districts to state government, small school districts to major cities, counties and authorities, we're experts in providing custom solutions for unique needs.

Anthony P. Inverso
Senior Managing Director
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Sherry L. Tracey
Senior Managing Director
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Matthew A. Spoerndle
Senior Managing Director
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Barry Bernabe
Managing Director
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Bryan Morris
Managing Director
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Robbi Acampora
Managing Director
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Matthew Sweeney
Senior Associate and Operations Manager
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Danielle Marino
Senior Associate
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Denise Baxter
Senior Analyst and Compliance Coordinator
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Riley Green
Senior Analyst
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Kenny Turner
Supervisor, Compliance Operations
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Cliff Horner
Analyst
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Matthew Thomas
Analyst
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Kathy Collins
Administrator - Finance Office
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Kelley Figueroa
Administrative Assistant
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Joseph Monzo
Project Specialist
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Gar Keepers
Project Consultant
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Brian Boyle
Research Consultant
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Ron Novak
Research Consultant
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