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Jonathan P

Series 66

Garden City, NY

Wells Fargo Advisors

Jonathan Pugach is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Merrill, AXA Advisors, and other firms. 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, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo research and planning tools.

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

Series 63, Series 65

Garden City, NY

Wells Fargo Advisors

Christopher Pesce is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Wells Fargo Advisors. 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 options using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

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