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Christina P

Series 66

Melville, NY

Wells Fargo Advisors

Christina Panouis is a financial advisor at Wells Fargo Advisors with two years of industry experience. She previously worked at Merrill for seven years and has academic experience at Adelphi University and Sacred Heart University. She holds a Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers specialized planning in areas such as retirement, business-owner transition, and special-needs analysis, using proprietary research and tools to develop client recommendations.

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

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

Jay Szerencsy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by firm research and tools.

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

Series 66

Melville, NY

Wells Fargo Advisors

Thomas Houlihan is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Kuttin Wealth Management, and Ameriprise. Outside of advising, he coaches youth lacrosse through Long Island Express Lacrosse. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored client recommendations.

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

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

Vincent Parziale is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Massachusetts Mutual Life Insurance Co., and LPL Financial. 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 planning menu and develops tailored recommendations using proprietary research and tools, with implementation through various brokerage or advisory programs as an option for clients.

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

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

John Sepe is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Wells Fargo Clearing for 10 years and briefly at Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, 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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Gianluca P

CFP®, Series 63, Series 66

Melville, NY

Wells Fargo Advisors

Gianluca Palermo is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Bank of America, N.A. for 11 years. 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, utilizing proprietary research and tools to develop tailored recommendations, with implementation options 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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Charles D

Series 63

Melville, NY

Wells Fargo Advisors

Charles Donnelly is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and 34 years of industry experience. He worked at Bank of America, NA for 17 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies tailored to 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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Sheena M

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

Sheena Marr is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at Bank of America and Merrill, with overlapping tenures at both firms from 2011 to 2026. Outside of her advisory role, she serves as an administrator for a non-investment-related entity. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, and uses proprietary 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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Marc S

Series 63, Series 66

Melville, NY

Wells Fargo Advisors

Marc Stenzler is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Toms Capital, Force Hill Capital Management, Latimer Light Capital, and Kavi Asset Management. He serves as Co-Chair for the annual Brooke Jackman Foundation Benefit. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

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

Series 63, Series 66

Melville, NY

Wells Fargo Advisors

John Mulligan is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, NYLife Securities, and New York Life Insurance. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning options, including specialized services such as business-owner transition and special-needs analysis, and advisors use proprietary research and 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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Tina N

Series 63, Series 66

Melville, NY

Wells Fargo Advisors

Tina Nystedt is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 63 and Series 66 designations. Previously, she worked at Merrill for 12 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across various planning areas, including specialized services such as business-owner transition 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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Nicholas F

CFP®, Series 63, Series 66

Melville, NY

Wells Fargo Advisors

Nicholas Frangas is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Wells Fargo Advisors in 2026, he worked at Bank of America, N.A. for 11 years. 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 institutions. The firm provides 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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