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Michael M
CFP®, Series 63, Series 65
Jupiter, FL
Wells Fargo Clearing
Michael Manasia is a CFP® with 41 years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as a co-trustee for his niece. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.
Charles I
Series 63, Series 65
Jupiter, FL
Wells Fargo Clearing
Charles Incalcaterra III is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for MBSC Securities Corporation for 15 years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Michael S
Series 63, Series 65
Jupiter, FL
Wells Fargo Clearing
Michael Stolowitz is a financial advisor with Wells Fargo Clearing in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, Stolowitz is involved in house flipping and property investment activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives. The firm’s offerings include a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
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