Boca Raton, FL NW Executive Center Dr Office

Kenneth Nemery is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member and finance committee member for the Stonebridge Country Club Property Owners Association in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Christopher Duffey is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. He has worked at various Wells Fargo entities since 2010. Outside of his advisory role, Duffey is a board member of the New Floresta Homeowners Association in Boca Raton. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Richard Lerner is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at David Lerner Associates, Inc. for 18 years. Outside of his advisory role, he owns West Boynton Wealth Management, a related financial business. 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, leveraging proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Jonathan Green is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Advisors since 2022, following roles at Wells Fargo Clearing, Capital One, and RCS Florida. He is the owner of Jonathan Green Capital LLC, an investment-related firm based in Boca Raton. Wells Fargo Advisors serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses Wells Fargo research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Jeffrey Kassower is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2011. He also owns and operates JEFFREY KASSOWER, LLC, an investment-related business based in Boynton Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs.

Robert Schramm is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a power of attorney and trustee for family trusts and owns Rasco Capital Management, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to develop tailored recommendations across a broad range of planning needs.

Eireni Girgis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 10 years of industry experience. Her prior roles include positions at UBS Financial Services, Citigroup, Santander Securities, and Santander Bank. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools across various specialized planning areas, providing clients with options to implement advice through multiple channels.

Roy Mccullough is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Bank, and PNC Investments and Bank. 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 and investment services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

Bryan Drowos is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Advisors since 2023. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over a decade at the firm. Outside of his advisor role, he is the owner of Drowos Private Wealth LLC, an investment-related business based in Boca Raton, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad planning menu supported by Wells Fargo research and tools, delivering recommendations through personalized meetings and summary letters.

Peter Goodridge is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates Goodridge Capital Advisors, LLC, an investment management firm based in Delray Beach, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. Advisors provide tailored recommendations using proprietary research and tools, with clients choosing how to implement them through brokerage or advisory programs.

John Faber is a financial advisor at Wells Fargo Advisors with 49 years of industry experience. He holds a Series 63 designation and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he owns a rental property in Boynton Beach. 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 tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Michael Schwarzberg is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2010. Schwarzberg is also involved in other business activities including ownership interests in EMES Wealth Management LLC and EMTEE Inspections, LLC. 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 options that include cash-flow, retirement, education, and specialty services such as business-owner transition and special-needs planning. The firm combines advisory services with banking and lending products through a large network of financial advisors.

Stephen Jurist is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he owns Oceans and Mountains, LLC, an investment-related business based in Boca Raton, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, supporting clients through diverse services such as retirement, education, and business-owner transition planning.

Jeffrey Green is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at various Wells Fargo entities since 2012. He also owns JG Wealth Management LLC, a separate investment-related business based in Delray Beach, FL. 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 analysis, using Wells Fargo's research and tools to develop customized client recommendations.

Zina Barsoom is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Wells Fargo entities since 2013. Outside of her advisory role, she has a minority ownership interest in a Lebanese restaurant in Bethesda, Maryland. 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 using proprietary research and tools, with integrated advisory services alongside other financial products.