Manasquan, NJ Office

John Alexander III is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds a Series 66 designation and previously spent 15 years at George McKelvey Co., Inc. Outside of his advisory role, he is a member of Alexander Investments, LLC, a family-owned investment company, where he participates in securities research, investment committee meetings, and tax preparation on a non-compensated basis. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm combines quantitative and qualitative analysis through an Investment Committee to offer customized portfolio management and employs a range of investment strategies alongside educational resources.

Robert McKelvey is a financial advisor at Allworth Financial, L.P. with 50 years of industry experience. He previously worked for George McKelvey Co., Inc. for 48 years before joining Allworth Financial in 2024. He holds a Series 63 designation. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing, using both quantitative and qualitative analysis to implement customized investment strategies.

Jessica Baumgartner is a financial advisor at Allworth Financial, L.P. with 20 years of industry experience. She holds a Series 66 designation and has previously worked at AW Securities, George McKelvey Co., Inc., Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and portfolios.

Michael Messinger is a financial advisor at Allworth Financial, L.P. with 31 years of industry experience. He holds a Series 63 designation and previously worked for George Mckelvey Co., Inc. for 19 years. Outside of his advisory role, Messinger serves as Vice President on the Freehold Regional High School Board of Education as the Marlboro representative. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement consulting, and educational resources. The firm employs both quantitative and qualitative analysis to implement customized investment strategies and operates various model and specialist portfolios.

Kim Trzeciak is a financial advisor with Allworth Financial, L.P., holding a Series 66 designation and 23 years of industry experience. Her work history includes roles at AW Securities, George McKelvey Co., Inc., CL Wealth Management LLC, and Merrill. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education, employing both quantitative and qualitative analysis to create customized investment strategies.

Robert Giunco Jr. is a financial advisor at Allworth Financial, L.P. with 35 years of industry experience. He holds a Series 63 designation and previously worked for George McKelvey Co., Inc. for 34 years before joining Allworth Financial in 2024. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and educational resources, utilizing a combination of quantitative and qualitative analysis to provide customized investment strategies.

Daravy Son is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 credentials and having 30 years of industry experience. He worked at George McKelvey Co., Inc. for 21 years before joining Allworth Financial in 2024. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to offer customized portfolio management and financial planning, utilizing various investment strategies and managing both wrap and non-wrap programs.

Paige Foley is a financial advisor at Allworth Financial, L.P., holding a Series 65 designation with three years of industry experience. She previously worked for George McKelvey Co. for ten years before joining Allworth Financial. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through various media.

Kimberly Van Houtte is a financial advisor at Allworth Financial, L.P., holding a Series 66 designation with 19 years of industry experience. She was previously with the George McKelvey Company for 20 years before joining Allworth Financial in 2024. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, offering financial planning, portfolio management, and retirement consulting. The firm uses a combination of quantitative and qualitative analysis through an Investment Committee to create customized investment strategies across various asset classes and employs technology to support comprehensive planning.

Richard Looney is a financial advisor at Allworth Financial, L.P. with 38 years of industry experience. He holds a Series 63 designation and previously worked for George McKelvey Co., Inc. for 37 years. Allworth Financial serves individual and high-net-worth investors, as well as institutional clients, providing financial and wealth planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers educational resources including newsletters, podcasts, and seminars.