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William J

Series 66

Linwood, NJ

Wells Fargo Advisors

William Jobes is a financial advisor at Wells Fargo Advisors with a Series 66 designation and less than one year of industry experience. His professional background includes roles at Wells Fargo Advisors and a four-year period at Villanova University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a wide range of planning services tailored to clients who meet specific net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

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

Series 63

Linwood, NJ

Wells Fargo Advisors

Kimberly Fumo is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she owns and manages a marina rental business in Brigantine, New Jersey. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services through tailored recommendations 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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Eric D

Series 63, Series 65

Linwood, NJ

Wells Fargo Advisors

Eric Deangelis is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he serves as treasurer for the Ocean City High School Soccer Booster Club. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address cash flow, retirement, education, risk, wealth transfer, and other specialized areas. Advisors develop tailored recommendations using Wells Fargo’s research and tools, with clients choosing how to implement them through 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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Kyle R

CFP®, Series 66

Linwood, NJ

Wells Fargo Advisors

Kyle Roffina is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing Services LLC and Janney Montgomery Scott. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients, with specialized planning options for clients meeting certain net-worth thresholds.

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

CFP®, Series 63, Series 65

Linwood, NJ

Wells Fargo Advisors

Michael Weeks is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of solutions, including cash-flow, retirement, and specialized planning services. Advisors use firm research and planning tools to develop tailored client recommendations, with implementation options offered through various brokerage and 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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Ariel P

Series 66

Linwood, NJ

Wells Fargo Advisors

Ariel Pienkos is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with specialized services and delivers tailored recommendations using proprietary 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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Cornelius M

CFP®, Series 66

Linwood, NJ

Wells Fargo Advisors

Cornelius Mcpeak Jr. is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2024, following 14 years at Wells Fargo Clearing. 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 provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

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

CFP®, Series 63, Series 65

Linwood, NJ

Wells Fargo Advisors

Christopher Cherasaro is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and PNC Investments. Wells Fargo Advisors Financial Network 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 clients deciding on implementation through 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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Louis P

CFP®, Series 63, Series 65

Linwood, NJ

Wells Fargo Advisors

Louis Perfetti is a CFP® with 20 years of experience in the financial industry. He is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition planning and special-needs analysis.

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

Series 63, Series 65

Linwood, NJ

Wells Fargo Advisors

Cornelius Mcpeak Sr. is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo firms since 2009. He serves as Investment Committee Chairman for the Diocese of Camden Finance Council. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm integrates advisory services with banking, lending, trustee services, and affiliated fund strategies.

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

Series 66

Linwood, NJ

Wells Fargo Advisors

Kevin Quinn is a financial advisor with Wells Fargo Advisors in Linwood, NJ, holding a Series 66 license and having one year of industry experience. His prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and various positions outside finance, including education and retail. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services utilizing Wells Fargo research and tools, with planning engagements tailored to client needs and optional implementation through multiple financial product channels.

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