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Taylor M
Series 66
Wyckoff, NJ
Wells Fargo Advisors
Taylor Mosera is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Wells Fargo Clearing, Bain & Company, Ernst & Young (EY-Parthenon), Goldman Sachs, and served in the United States Army. He is also a 50% owner of Hillcrest Capital Advisors, Inc., an investment-related business based in Wyckoff, NJ. 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 and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.
David H
Series 66
Wyckoff, NJ
Wells Fargo Advisors
David Hartgers is a Series 66 licensed financial advisor with two years of industry experience, currently with Wells Fargo Advisors. He previously worked at Ameriprise Financial Services and has a background that includes coaching as the head coach for the Wyckoff Recreational Department. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.
Robert M
Series 63, Series 65
Wyckoff, NJ
Wells Fargo Advisors
Robert Mosera is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo affiliates since 2009. Outside of his advisory role, he owns a 50% stake in Hillcrest Capital Advisors Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm provides planning in areas including retirement, education, risk management, and specialized needs such as business-owner transition and special-needs analysis.
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