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Vincent P

Series 63, Series 66

Annapolis, MD

Wells Fargo Advisors

Vincent Pasko is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jason M

Series 66

Annapolis, MD

Wells Fargo Advisors

Jason Messineo is a Series 66-licensed financial advisor with Wells Fargo Advisors in Annapolis, MD, and has 13 years of industry experience. He previously worked at Edward Jones for seven years before joining Wells Fargo Advisors in 2019. Outside of his advisory role, he serves as an assistant coach for the boys varsity lacrosse team at South River High School. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines research, planning tools, and personalized recommendations, with clients choosing how to implement advice through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Stephen M

Series 63, Series 65

Annapolis, MD

Wells Fargo Advisors

Stephen Marohl is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he coaches lacrosse for the ProStart Lacrosse Club in Annapolis, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations, with optional implementation through its brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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