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Stewart R
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Stewart Ritter is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and a year at Prudential Equity Group. Outside of his advisory role, he conducts fitness and aerobics classes at the Westfield YMCA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with planning engagements typically structured as discrete projects.
Richard P
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Richard Policastro is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. He has partial ownership in a wealth management firm, Select Advisors Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.
Kenneth L
Series 63
Red Bank, NJ
Wells Fargo Advisors
Kenneth Lemunyon is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and over 40 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also an executor for his father’s estate and holds a partial ownership interest in Select Advisors Wealth Management, LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options that address various client needs and integrates advisory services with other financial products and referral channels.
Courtney H
Series 66
Red Bank, NJ
Wells Fargo Advisors
Courtney Halasz is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds the Series 66 designation and has worked within the Wells Fargo organization since 2016, including roles at Wells Fargo Clearing prior to her current position. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various planning areas, including retirement, education, and specialized topics like business-owner transition and special-needs analysis.
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