Star Wealth Advisors

Robin Reji is a financial advisor at Star Wealth Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services and Merrill. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes an individualized, relationship-oriented process and constructs diversified, long-term portfolios primarily through fundamental analysis.

John Willard is a financial advisor at Star Wealth Advisors in Boca Raton, FL, holding a Series 66 license with six years of industry experience. His prior experience includes roles at Merrill and several other financial firms. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized process focused on fundamental analysis and constructs diversified, long-term portfolios through various investment vehicles and its own Wrap fee programs.

Jonathan Tomassi is a financial advisor at Star Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm follows a relationship-oriented process emphasizing fundamental analysis and offers portfolio management through proprietary Wrap fee programs.

Gary Guglielmo is a financial advisor at Star Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. He is also the managing director of Start Wealth Advisers, a registered investment advisor focused on private wealth management. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach, constructing diversified long-term portfolios primarily through fundamental analysis and offering specialized wrap fee programs.

Bryn Heath is a financial advisor at Star Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Equitable Advisors, AXA Advisors, and NYLife Securities. Outside of financial services, Heath is involved with Fivestar Bath Solutions. Star Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and corporations by providing discretionary investment and portfolio management along with financial planning. The firm uses a relationship-oriented process focused on fundamental analysis to build diversified, long-term portfolios and sponsors its own Wrap fee programs.

Wendy Kretschmer is a financial advisor at Star Wealth Advisors with 15 years of industry experience. She holds Series 63 and 65 licenses and has worked previously at WestPark Capital Inc. and American Investment Trust Services, Inc. Outside of advisory work, she is a shareholder in a non-investment business called Ring My Belle. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes an individualized, relationship-oriented process and constructs diversified, long-term portfolios primarily using fundamental analysis.

Robert Jacobs is a financial advisor at Star Wealth Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors, LLC for seven years. Jacobs is also a licensed insurance agent contracted with several providers for Medicare insurance and annuity business. Star Wealth Advisors offers discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized process and constructs diversified, long-term portfolios using mutual funds, ETFs, individual securities, and wrap fee programs.

Bryan Britchkow is a financial advisor with Star Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at BJB Capital, OSAIC, FSC Securities Corporation, and Thrive Financial Services, among others. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm follows a relationship-oriented process with fundamental analysis for security selection and sponsors its own Wrap fee programs.

Samuel Ramos is a financial advisor at Star Wealth Advisors with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Third Seven Capital, Wells Fargo Bank, PNC Investments, Merrill, Equitable Advisors, and OSAIC. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and third-party money manager oversight for individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized process and primarily uses fundamental analysis to construct diversified, long-term portfolios.