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Thomas S

Series 63, Series 66

Pt. Pleasant Beach, NJ

Wells Fargo Advisors

Thomas Shapero is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at various Wells Fargo entities since 2015 and currently leads Beacon Wealth Advisors, LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients offering a range of investment and financial planning services that include both broad and specialized planning areas, utilizing Wells Fargo’s 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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Stephanie R

Series 63, Series 66

Pt. Pleasant Beach, NJ

Wells Fargo Advisors

Stephanie Rathbone is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors since 2021 and previously spent six years at Ameriprise Financial Services. 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, including specialized services such as business-owner transition and sports & entertainment planning, using 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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Patrick P

Series 63, Series 65

Pt. Pleasant Beach, NJ

Wells Fargo Advisors

Patrick Pacillo is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its related entities since 2009. In addition to his role at Wells Fargo, he is the sole owner of Pacillo Wealth Management, LLC, a financial advisory business based in Belmar, NJ, and holds a majority interest in Pacillo GP, LLC, a merchant partnership in Palm Beach Gardens, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. It offers a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

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

Series 63, Series 65

Pt. Pleasant Beach, NJ

Wells Fargo Advisors

Thomas Ley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked within various Wells Fargo entities since 2012. Outside of his advisory role, he is a co-trustee of the UW Frances M Ley Testamentary Trust and holds a 90% ownership stake in Manage Money Ley GP, LLC, a merchant partnership. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients’ needs, utilizing proprietary research and tools, with optional 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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Anthony K

Series 63, Series 65

Pt. Pleasant Beach, NJ

Wells Fargo Advisors

Anthony Karpowich is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Advisors since 2016 and owns Gold Star Wealth Management, LLC, an investment-related business. 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 including retirement, education, and business-owner transition planning. The firm uses proprietary research and tools to develop 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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