Top advisors focused on cross-border / expatriate tax planning in New Jersey

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at MAFG RIA Services, Inc. since 1994 and Mid-Atlantic Companies since 1981. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a fundamental analytical approach supplemented by charting and cyclical analysis, offering a broad range of investment strategies and regularly performing due diligence and account reviews.

Chase Nadell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a brief period at Wells Fargo Advisors LLC the same year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven, modern portfolio theory-based approach and acts as an ERISA fiduciary when providing investment advice.

Michael Ipp is a financial advisor with Raymond James Financial Services Advisors, Inc. in Livingston, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he works as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Anthony Caba is a financial advisor at Transition Financial Advisors Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Transition Financial Advisors Group, he worked at Office Depot and Florida International University. Transition Financial Advisors Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates through discretionary investment management and optional standalone financial planning and consulting. The firm is notable for its cross-border practice focused on U.S.–Canada transitions, outsourced tax services, and documented use of derivatives in client accounts.

Alexander Acevedo is a financial advisor at One Capital Management, LLC with Series 63 and Series 65 licenses. He joined the firm in 2025 and has a background that includes work at the University of Southern California's Physical Therapy School and self-employment. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by macroeconomic assessment and fundamental research.

Domonic Mustafa is a financial advisor at Hoxton Wealth USA LLC with a Series 65 designation and a background that includes roles at Infinity Financial Solutions, Selby Jennings, and Pinpoint Partners. He has been active in the financial services industry since 2016 and is also involved with Infinity Financial Solutions, a financial planning firm based in Bangkok, Thailand. Hoxton Wealth USA LLC serves individual clients with international pension assets, particularly expatriates holding UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm employs a network model of independent advisors and focuses on pension transfer and SIPP advisory services, managing approximately $470 million in assets on a non-discretionary basis.

Mark Wilson is a financial advisor at Branson Fowlkes & Co Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors, Inc. from 2008 to 2022. Outside of his advisory role, he serves as treasurer for Boy Scouts of America Troop 1891 in Katy, Texas. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes strategic asset allocation and multi-level diversification in managing approximately $407 million for about 188 clients.

Daniel Molina is a Private Wealth Advisor with Merrill Private Wealth Management. He brings 15 years of experience in the financial industry, focusing on areas such as Corporate Executive Services, Institutional Consulting, International Wealth Management, and Tax Minimization. Daniel is dedicated to providing personalized wealth management strategies tailored to the unique needs of his clients, aiming to support their financial goals and secure their financial futures and legacies. He holds a bachelor's degree from Universidad Panamericana and has earned the Personal Investment Advisor (PIA) designation. Daniel is fluent in English and Spanish and serves a diverse clientele. Outside of his professional role, he has interests in cooking, skiing, and tennis. He is affiliated with the organization Forbes.