Charles Smith Jr.
Founder & President
Charles Smith, Jr. is the Founder & President of Delta Advisory Group, Inc. During his over 40-year business career, he has been a principal party in the formation, capitalization and operational aspects of business enterprises spanning a wide range of sectors including wealth management, commercial retail development, senior living housing, and banking.
Senior Financial Advisor
Anthony DeLuca is a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Divorce Financial Analyst® Professional, and Senior Financial Advisor with Delta Advisory Group, Inc., a Registered Investment Advisor located in Maitland, FL. He currently manages client assets totaling over $170 million. He is also an integral part of Delta's 401(k) team and an active part of the education and retention of 401(k) participants.
Senior Financial Planner
Donald C. Nestor is the Senior Financial Planner for Delta Advisory Group, Inc. With over 45-plus years of experience as a professional in the financial services industry, Don is certified as a public accountant (CPA) and financial planner (CFP®) and is a graduate of West Virginia University.
Alex works closely with clients to manage their investment accounts, strategies, and portfolio risk. Prior to joining Delta, Alex worked with global investment funds at the Bank of New York Mellon and honed his analytical abilities as a financial analyst with a Fortune Global 500 company.
Client Relationship Manager
Kelly is a Client Relationships Manager. She has 10 years of experience in financial services, has taken her Securities Industries Essentials Exam and is currently studying for her Series 65 license. Prior to working at Delta Advisory Group, Kelly worked as a Relationship Specialist and subject-matter expert in alternative investments at Charles Schwab and focused on client retention and account restructuring in her role at Bank of New York Mellon.
Client Services Specialist
Lisa Ianacone is the Client Services Specialist for Delta Advisory Group, Inc. She applies her customer service and administrative skills and oversees the day-to-day activities at the firm. She has brought administrative and office skills to Delta for over thirty years.