Bloomfield Hills, MI Woodward Ave. Office

Robert Krut is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has previously worked at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory role, he serves as a co-trustee of a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting specific net-worth criteria. The firm combines advisory services with other financial products and referral channels to deliver comprehensive financial solutions.

Nicklaus Serafini is a financial advisor with Wells Fargo Advisors in Bloomfield Hills, MI, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Comerica Securities, Ameriprise Financial Services, PNC Investments, and Oppenheimer. Outside of his advisory work, he is involved with Princeton Harriman Insurance Solutions, LLC as a financial advisor. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Samantha Trudell is a financial advisor with Wells Fargo Advisors in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes prior roles at Raymond James & Associates and Comerica Securities. Outside of advising, she is also a Mary Kay consultant. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, supported by Wells Fargo’s research and planning tools.

Matthew Boley is a financial advisor with Wells Fargo Advisors in Bloomfield Hills, MI, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has previously worked at MassMutual Life Insurance Co, Mass Mutual Investors Services, Bank of America, Merrill, and Citizens Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, using proprietary research and tools to develop tailored recommendations.

Albert Berger is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Advisors since 2016, following prior roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisor role, Berger is involved with Berger Investment Holdings LLC and serves as a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, covering a broad range of financial planning areas, with clients having flexibility in implementing these recommendations.

David Gallina is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he owns and manages several investment-related entities, including Danimar Holdings Inc. and DMICS Holdings LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad array of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Steven Gretchko is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo Clearing. Additionally, he is involved with Princeton Harriman Insurance Solutions, LLC, where he serves as a financial advisor on a part-time basis. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations across a broad range of planning needs.

Michael Finkelstein is a CFA® credentialed financial advisor with 15 years of industry experience. He has worked at Wells Fargo Advisors since 2019 and previously spent 17 years with Northpointe Capital, LLC. He also maintains an insurance practice through Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with clients able to choose implementation through various brokerage and advisory programs.