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Patricia M
Series 66
Cedar Knolls, NJ
Wells Fargo Advisors
Patricia Muha is a financial advisor with Wells Fargo Advisors in Warren, NJ, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously spent 12 years with Ameriprise Financial Services, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s services include a broad range of planning options tailored to clients meeting certain net-worth thresholds, supported by proprietary research and planning tools.
Dennis O
Series 63, Series 65
Cedar Knolls, NJ
Wells Fargo Advisors
Dennis Oconnor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Advisors since 2012. Oconnor is also associated with Investment Strategies Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, from retirement and education to specialized areas like business-owner transition and special-needs analysis, using proprietary research and tools to tailor client recommendations.
Kim S
Series 63, Series 65
Cedar Knolls, NJ
Wells Fargo Advisors
Kim Stires is a financial advisor with Wells Fargo Advisors based in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. Their career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a current tenure at Wells Fargo Advisors since 2023. Outside of advisory work, Stires has a part ownership in Investment Strategies, an investment-related business in Cedar Knolls, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services that include a broad range of planning areas. The firm offers tailored recommendations supported by proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.
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