Edison, NJ Office

Team
Updated today

Client AUM

$8,233,423,714

Clients

27,999

Advisors

13

Of 467 advisors across 198 offices

Location

110 Fieldcrest Ave, Suite 20

Edison NJ 08837

Advisors at this office

13

Advisors at this office

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Ryan P

CFP®, ChFC®, Series 63, Series 66

Edison, NJ

Hornor, Townsend & kent, LLC

Ryan Petti is a CFP® and ChFC® with six years of experience in the financial services industry. He has worked at Hornor, Townsend & Kent LLC since 2020 and has held roles at Penn Mutual Life Insurance Company since 2019. In addition to his advisory work, Petti is involved in multi-line insurance sales and financial advising through several independent ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and offers both discretionary and non-discretionary account options to tailor client investment strategies.

Business succession planning Wealth management
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Diego C

Series 65, Series 63

Edison, NJ

Hornor, Townsend & kent, LLC

Diego Correa is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Penn Mutual Life Insurance Company and MassMutual. Correa is also the proprietor of DAC Financial, a multi-line insurance brokerage, and is involved in financial planning with a focus on advising attorneys through an affiliated entity. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options and operates as both an SEC-registered adviser and FINRA-member broker-dealer.

Business succession planning Wealth management
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Azeez N

Series 63, Series 65

Edison, NJ

Hornor, Townsend & kent, LLC

Azeez Namazi is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2012. Namazi is also involved in insurance brokerage activities through two entities, Primary Financial and 1847Financial, both providing insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services via third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

Business succession planning Wealth management
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Christian B

Series 63, Series 66

Edison, NJ

Hornor, Townsend & kent, LLC

Christian Becerra is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He previously worked at Penn Mutual Life Insurance Company and AXA Advisors LLC. Becerra serves as a trustee on the board of Women Rising, a nonprofit organization. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, emphasizing client-directed implementation and oversight through third-party asset manager platforms and financial planning.

Business succession planning Wealth management
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Mario M

Series 66

Edison, NJ

Hornor, Townsend & kent, LLC

Mario Meola is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Outside of his advisory role, he owns and operates Chimney Rock Financial, a multi-line insurance business, and is involved in life insurance brokerage through Primary Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm combines client-directed implementation with approaches such as asset allocation, diversification, and fundamental and technical analysis.

Business succession planning Wealth management
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Aditya K

Series 66

Edison, NJ

Hornor, Townsend & kent, LLC

Aditya Krishnaswamy is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at Penn Mutual Life Insurance Company, SAP, and Rutgers University. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment options and managing approximately $8.37 billion in discretionary assets as of December 31, 2025.

Business succession planning Wealth management
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Edward B

Series 63

Edison, NJ

Hornor, Townsend & kent, LLC

Edward Barrett is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 credential and 36 years of industry experience. His career includes roles at Penn Mutual Life Insurance Co. and National Life Insurance Co. Since 2024, he has been a managing partner at 1847 Financial, a multi-line insurance brokerage where he oversees recruitment, sales, and service of various insurance accounts. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of its approximately $7.38 billion in client assets on a non-discretionary basis.

Business succession planning Wealth management
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Roger G

Series 63, Series 65

Edison, NJ

Hornor, Townsend & kent, LLC

Roger Greff is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Pruco Securities, LLC and The Prudential Insurance Company of America. In addition to his advisory work, he serves as a sales manager overseeing insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm focuses on client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Jigisha T

Series 63, Series 65

Edison, NJ

Hornor, Townsend & kent, LLC

Jigisha Thakor is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Penn Mutual Life Insurance Co and Hornor Townsend & Kent since 2015. Outside of her advisory role, she teaches yoga, serves as a board member of the Greater Westfield Chamber, co-hosts a podcast focused on working mom entrepreneurs, and participates in local networking groups. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset managers. The firm emphasizes client-directed investment implementation and oversight, managing the majority of its assets on a non-discretionary basis.

Business succession planning Wealth management
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Nathaniel H

ChFC®, Series 66

Edison, NJ

Hornor, Townsend & kent, LLC

Nathaniel Henein is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and the Series 66 license. He has 19 years of industry experience and has been associated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2011. He serves as a member at large on his church council board, participating in governance and organizational decision-making. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Business succession planning Wealth management
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Craig B

Series 63, Series 65

Edison, NJ

Hornor, Townsend & kent, LLC

Craig Ballington is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been affiliated with Penn Mutual and Hornor, Townsend & Kent since 2002. In addition to his advisory role, Ballington is involved in life insurance brokerage through Primary Financial and serves as managing partner at Highgrove Capital, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a significant portion of assets on a non-discretionary basis.

Business succession planning Wealth management
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Tremaine B

Series 63, Series 65

Edison, NJ

Hornor, Townsend & kent, LLC

Tremaine Bembry is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with Hornor, Townsend & Kent since 2019 and previously was with MML Investors Services and MassMutual. Bembry is also involved in life insurance brokerage through his roles at Strategic Wealth Solutions Group and as proprietor of Attorney Resource Group, providing financial services tailored to attorneys. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody and brokerage capabilities.

Business succession planning Wealth management
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Parimal P

CFP®, Series 66

Edison, NJ

Hornor, Townsend & kent, LLC

Parimal Patel is a CFP® professional with 26 years of experience, currently serving at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Patel is also engaged in multi-line insurance brokerage activities, including investment-related insurance and annuity sales through affiliated firms. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms. The firm offers financial planning, consulting, and retirement plan services with a focus on client-directed implementation and oversight.

Business succession planning Wealth management
View complete list of advisors at this office
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