Meet our Professionals

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.

 

Tony has been in the financial services industry for over 26 years. He studied International Business at the Lubin School of Business at the Manhattan campus of Pace University. Prior to becoming a financial advisor, Tony was a gemologist and jewelry designer in his family’s diamond and jewelry business.

Now, as a Senior Financial Advisors and Senior Vice President - Investments, with the Paramus NJ office of Wells Fargo Advisors, he takes pride in working for a firm that puts the client’s best interest first. In 2009, he earned the designation of Certified Retirement Counselor®. As part of the practice, he incorporates an investment planning process and teaches financial literacy as, he believes it is an obligation to ensure a complete understanding of financial instruments, investment vehicles, market trends and economic environments we, as a global economy, find ourselves in from year to year.

Seagate Wealth Management of Wells Fargo Advisors provides wealth management services and customized strategies to individuals, families, corporate executives and business owners.

It is the team’s mission is to assist in helping clients plan for their financial goals and continue to assist in helping achieve those objectives in association with their desired lifestyle. Through a continuous and impartial process of objective advice, performance reviewing and management of expectations, Tony’s goal is to support clients in building, managing, preserving and distributing their wealth throughout each of their financial lifecycles which ultimately includes the efficient transfer of wealth to heirs.

Tony has been an active member of the local community for nearly 40 years, and he is currently involved as a board member of The Greater Alliance Hopes & Dreams Foundation for Children, a 501c3 charity for special needs children. 

Away from the office, Tony enjoys time with his family and his hobbies, reading about history, gardening, cooking and gem collecting. He also enjoys traveling, playing golf, deep sea fishing, attending vintage car shows, mountain biking and exercising. 

Growing up with a single parent, I was continually inspired by my mother's ability to stretch a dollar. Despite the challenges of managing on a single income, she successfully purchased a home and planned for the future, including her retirement. This early exposure taught me the importance of strategic planning and long-term investing in achieving one's goals.

Today, as Vice President – Investments and Financial Advisor with the Seagate Financial Group of Wells Fargo Advisors, my mission is to assess, educate, and empower my clients to realize their financial dreams. Whether you're raising a family, saving for college, preparing for retirement, or navigating life's unexpected challenges, I'm here to provide guidance and support. Together, we'll craft a personalized strategy that aligns with your unique needs and goals, ensuring efficiency and effectiveness.

Before joining Wells Fargo in 2008, I honed my expertise in the equity markets with Citigroup, TD Waterhouse, and Fleet Securities as a Market Maker.

Outside of work, I enjoy spending time with my wife, Grace, and our two sons, Gavin and Jared. I also have a passion for learning new things and enjoy 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.

As a Senior Vice President – Investment Officer, Michael has over 25 years of experience servicing clients and working to help them achieve their financial needs, goals, and objectives. He works for his clients-they are in control. Michael has the benefit of drawing from the vast resources of Wells Fargo Advisors while providing unbiased advice, not captive to any specific company's products.

Distinct to his practice is the belief that real, sustainable value is delivered through consistently and continuously combining the right resources, solutions, and services with the “intangibles” that help drive successful planning and execution—listening, understanding, communicating, adapting, problem solving, anticipating, serving. He believes his clients measure his performance on how effectively he helps them pursue their long-term financial goals, not on delivering the highest absolute short-term investment results.

There are no short cuts to earning clients' trust and advocacy. His clients need to be secure, comfortable and confident with him. This begins with both client and advisor being selective in terms of the financial advisor relationships they engage in and doing the due diligence up front to help ensure the right “fit”.

In addition, Michael is actively involved in his community. He serves on the boards of the Pearl River Rotary, the Rockland YMCA and Leadership Rockland where he was honored as Leader of the Year in 2023. 

Areas of focus: Wealth Management Strategies, Investments, Portfolio Management, Retirement Planning, Asset Allocation

As a Senior Financial Advisor, Danny helps deliver sophisticated wealth management solutions tailored to affluent individuals, families, and businesses.

He believes his approach goes beyond standard investment advice to focus on comprehensive planning, asset preservation, and long-term legacy goals. A trusted Financial Advisor, he utilizes strategic vision to design wealth plans for complex financials situations. His proactive management style helps allow him to anticipate market shifts and preserve client portfolios effectively. Danny prides himself on transparent communication backed by unwavering integrity while always placing clients’ best interests first.

Outside the office, Danny values family time with his wife Jenna and two boys Daniel and Justin. They love spending their spare moments together at their shore house in the summer. An avid golfer, Danny, thrives on competition and embraces any challenge that pushes him to grow.

Frank Federico has 40+ years of industry experience, supporting financial advisors and their clients. He is a Registered Client Associate and has extensive knowledge of the financial services industry. Frank has been a valued teammate in the Paramus Branch for over 7 years his professionalism and expertise have made a lasting positive impression on our clients.

Maria Nikolaidis has 35+ years of industry experience, supporting financial advisors and their clients. She is a Registered Client Associate, and has extensive knowledge of the financial services industry. Maria has been a valued teammate in the Paramus Branch for over 4 years, her professionalism and expertise have made a lasting positive impression on our clients.

Cynthia Jimenez has 17 years of industry experience, supporting financial advisors and their clients. She is a Client Associate, and has extensive knowledge of the financial services industry. Cynthia has been a valued teammate in the Paramus Branch for over 17 years, her professionalism and expertise has made a lasting positive impression on our clients.

Luis has over 20 years of industry experience and has been with the Wells Fargo Advisors for over 5 years. He plays a key role in day-to-day operations and implementation of investment plans. His dedication and loyalty are unmatched. He focuses on providing the highest level of client satisfaction and is committed to ensuring every client is given the attention they deserve.

He holds his Series 7 and 63 securities licenses. Luis lives in West Nyack with his wife and his three sons.