Top financial advisors working with women professionals in Newark, NJ

Oscar Abaunza Velazquez is a financial advisor with Wells Fargo Advisors in New York, NY, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Wells Fargo Clearing since 2019 and Wells Fargo Bank since 2018. Outside of his advisory role, he co-owns a medical billing business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services. The firm offers tailored planning solutions using proprietary research and tools, supporting clients with diverse needs including retirement, business transition, and special-needs planning.

Frederick Palmerton is the sole advisor at Palmerton Financial Services, LLC, an independent firm based in Newark, NJ. He holds a Series 65 credential and has 21 years of industry experience, including more than two decades leading his own firm since 2002. Palmerton Financial Services, LLC provides discretionary supervisory management of individually managed investment portfolios primarily for individuals, as well as corporations and nonprofit entities. The firm focuses on a long-term investment approach emphasizing fundamental analysis, with portfolios concentrated in a limited number of actively traded equity and convertible securities tailored to client objectives and risk tolerances.

Samuel Wallace Jr. is a financial advisor at Merrill with 30 years of industry experience. He has been with Merrill since 2009 and holds Series 63 and Series 65 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Roth is a CFP® with 23 years of industry experience. He is currently with Gladstone Wealth Partners and has held prior roles at LPL Financial, LLC and PRUCO Securities, LLC. Outside of advisory roles, he has served as a benefit consultant in the non-variable insurance sector. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting using a broad range of investment approaches tailored at the representative level.

Shaquille Blake is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Retirement Planner for the Tax Exempt Market at Fidelity from 2022 to 2024, and as an Investment Solutions Representative II at Fidelity from 2021 to 2022. His earlier experience includes serving as a Complex Branch Analyst at Morgan Stanley Smith Barney from 2018 to 2021. Shaquille focuses on guiding clients through personalized retirement and goal-based planning strategies. He aims to understand each client's unique needs and priorities to deliver strategies offered by Fidelity that align with both short- and long-term financial goals. Outside of his professional work, Shaquille has interests in art, fitness, football, hiking, and volunteering.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Le Anne Morris is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.