As a Private Wealth Financial Advisor, Managing Director – Investments, Andrew provides high net worth clients, corporate executives and business owners with strategic customized advice and brokerage services.

He specializes in equity and fixed-income markets and aims to provide every client with targeted, comprehensive financial advice and customized portfolio management. Andrew helps clients develop and implement strategies designed for building wealth and realizing their goals.

Andrew has worked in the financial-services and investment industry since 1981 and holds FINRA Series 7, 8, 24, 53, 63 and 65 securities registrations and life and health insurance licenses for New Jersey.

Prior to joining Wells Fargo Advisors in 2001, he was a branch manager and financial advisor with Josephthal & Co where he managed investment advisors and serviced clients’ brokerage accounts. Andrew has also worked for the New York Mercantile Exchange (NYMEX) as a commodities trader and for Ford Motor Credit as a commercial paper trader.

Away from the office, he enjoys spending time with his family, boating and fishing.

As a Private Wealth Financial Advisor, Managing Director – Investments, Mark helps manage assets for high-net-worth individuals, families and businesses. With a focus on a targeted and comprehensive investment approach, he collaborates with clients to develop and implement strategies for building and managing wealth, ultimately helping them realize their long-term goals. Mark’s daily mission is to deliver objective and timely financial advice and portfolio allocation, all while maintaining the highest level of personal service and professional integrity.

Prior to joining Wells Fargo Advisors in 2006, Mark graduated from Hofstra University with a Bachelor of Science. Since then, he has committed to advancing his career through continuous education and participation in approved ongoing educational programs, ensuring he provides informed advice to his clients. Mark holds FINRA Series 7 and 66 securities registrations as well as life, health and variable insurance licenses. As the financial services industry evolves, he diligently stays abreast of market trends and industry changes, leveraging his keen interest in global markets to help clients navigate uncertainty. Clients appreciate his professional guidance in the often-complex world of financial markets.

Away from the office, Mark enjoys spending time with his family, international travel, restoring vintage cars, watching sports and training for half marathons. He looks forward to extending his services to clients and their families, engaging in discussions about financial strategies tailored to their unique situations.

As a Private Wealth Financial Advisor and Managing Director - Investments, Michael is committed to helping clients achieve their financial goals. By focusing on each investor's unique needs, he develops tailored investment strategies designed to help clients reach their objectives. Whether clients are investing for retirement, education expenses, or other financial goals, Michael is there to guide them in making informed decisions about their investment strategy.

 

Michael works with individuals across all income levels, families, and businesses to provide comprehensive wealth management and planning services. Integrity, objective advice, attention to detail, and an unwavering commitment to clients' well-being are the cornerstones of his client service experience.

Before joining Wells Fargo Advisors in 2011, Michael served as a Financial Advisor Specialist with Wachovia Bank from 2006 to 2011. He holds a Bachelor of Science in Finance and Economics from Montclair State University and holds FINRA Series 7 and 66 securities registrations, as well as life and health insurance licenses.

Outside of his professional life, Michael enjoys spending quality time with family and playing golf.

 

Joseph Brunelli is a CERTIFIED FINANCIAL PLANNER^® practitioner at Wells Fargo Advisors. Joe is responsible for designing and implementing retirement plans that help his clients to attain the retirement lifestyle they aspire to.

With his extensive knowledge in wealth planning – retirement, estate planning strategies, education, and asset allocation. Joe’s experience includes comprehensive wealth planning to all of his clients.

Before becoming an investment professional, Joe ran a Sports & Entertainment Marketing Agency. He believes this experience helps him in understanding the concerns of his small business clients. Joe attended the University at Buffalo where he graduated with honors.

Spending his summers growing up in his ancestral village of the Italian Alps, Joe believes he has a perspective, gained from his life experiences, in understanding international markets. He is dedicated to participating and serving his community.

Joe enjoys hiking, history, and playing golf, racquetball and the guitar.

Joe currently resides in the Greater New York City area with his wife, daughter and baby boy.