Business Details
46 Years
experience
Your Trusted Partner for Comprehensive Financial Solutions
Amuni Financial was founded in 1980 on principles of personal relationships and integrity. Our team of investment professionals delivers consistent, thoughtful advice tailored to clients' long-term financial goals. With over four decades of experience, we combine conservative strategies with innovation to maximize returns and minimize risk. Our culture emphasizes mutual respect, reliability, and transparency in all client interactions. We serve multiple generations of families and institutions, prioritizing their financial wellness through a balanced, team-based approach. 
Services
Wealth Management
Retirement Planning
Legacy Planning
Fixed Income Trading
Insurance Solutions
College Savings Plans
Public Finance Underwriting
Brokerage Services
Advisory Accounts
Risk Management
Details
- Year established: 1980
Highlights and features
- We offer over 40 years of experience in personalized financial advisory services.
- Our team-based approach ensures comprehensive investment strategies for every client.
- Member of FINRA and SIPC for regulatory compliance and client protection.
- Specialized expertise in fixed income markets and legacy planning solutions.
- Commitment to innovation while maintaining conservative, reliable financial practices.
Associations and certifications
- FINRA
- SIPC
What people say
Exceptional bond market knowledge
Personalized retirement strategies
Long-term client relationships
Professional team expertise
Reliable investment advice
Services
Wealth Management
Our wealth management services create personalized strategies combining brokerage and advisory expertise. We assess client goals, risk profiles, and market conditions to build diversified portfolios. Our team provides ongoing monitoring and rebalancing to ensure alignment with evolving financial objectives.
Fixed Income Trading
As a principal-based market maker, we offer municipal, corporate, and government bond trading with focus on odd-lot transactions. Our 35+ years of experience provides clients access to real-time liquidity and competitive pricing. We maintain two-sided markets in thousands of credits for institutional and individual investors.
Legacy Planning
Our legacy planning integrates tax optimization, estate preservation, and intergenerational wealth transfer. We collaborate with legal and tax professionals to develop customized plans that reflect clients' values. Services include trust structuring and federal benefits optimization for long-term asset protection.
Retirement Accounts
We offer comprehensive retirement planning through traditional IRAs, Roth IRAs, 401(k)s, and 403(b)s. Our advisors help clients optimize tax-deferred growth strategies while addressing longevity risks. We provide ongoing portfolio adjustments to ensure retirement funds sustain 30+ year lifespans.
Public Finance Underwriting
We structure and market tax-exempt bond issues for municipalities and nonprofits. Our team matches borrower needs with market requirements through competitive and negotiated underwritings. Services include project financing for healthcare, education, and infrastructure developments across multiple states.
People
Michael Petagna
President / Chief Executive Officer
Michael Petagna leads Amuni Financial's strategic direction with decades of experience in fixed income markets. He oversees all operational aspects while maintaining active client relationships. His leadership emphasizes innovation within traditional financial frameworks.
Emily Knighton
Senior Vice President / Chief Financial Officer
Emily Knighton manages financial operations and compliance for Amuni Financial. With extensive background in accounting and regulatory frameworks, she ensures fiscal integrity across all client services and institutional transactions.
Mark Donohue
Co-Founder / Senior Vice President
As co-founder, Mark Donohue has shaped Amuni Financial's culture since 1980. He continues to influence investment strategies while mentoring junior staff. His market insights remain critical to the firm's fixed income expertise.
Jared Abelman
Director of Fixed Income
Jared Abelman leads the fixed income division with specialized knowledge in municipal securities. He develops trading strategies and maintains key institutional relationships. His team manages over $1 billion in annual bond transactions.
Maxime Krief
Senior Vice President / Chief Revenue Officer
Maxime Krief drives revenue growth through strategic client acquisition and service expansion. He coordinates sales teams while maintaining high service standards. His focus includes digital transformation of financial advisory processes.
Questions
What investment services does Amuni Financial offer?
We provide wealth management, fixed income trading, retirement planning, legacy solutions, insurance products, and public finance underwriting for individual and institutional clients.
How does Amuni Financial approach retirement planning?
We create customized retirement strategies using traditional IRAs, Roth IRAs, 401(k)s, and other vehicles. Our advisors focus on longevity planning and tax-efficient withdrawals.
Are my investments protected with Amuni Financial?
Yes, our brokerage services are protected by SIPC coverage up to $500,000. We maintain strict compliance with FINRA regulations for client asset protection.
Can I access my investment accounts online?
Yes, we offer secure online account access with real-time portfolio monitoring and detailed transaction reporting for all clients.
What areas do you serve?
We primarily serve clients from our St. Petersburg, FL and Little Rock, AR offices, with institutional clients nationwide through our fixed income division.
How does Amuni Financial handle estate planning?
Our legacy planning team coordinates with legal professionals to create customized estate strategies, including trust structures and tax optimization for generational wealth transfer.
