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Steven D

Series 66

Longboat Key, FL

Wells Fargo Advisors

Steven Delizza is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2011. In addition to his advisory role, he has a 33% ownership in DDS Financial, LLC, an investment-related business. 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, incorporating Wells Fargo research and tools, with planning engagements typically structured as discrete projects.

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

Series 63, Series 65

Longboat Key, FL

Wells Fargo Advisors

William Delizza is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 1999. Delizza is also a part owner of DDS Financial, LLC, an investment-related business in which he is involved. 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 niche areas such as business-owner transition and special-needs analysis, delivering tailored recommendations through research, planning tools, and client consultations.

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