Chatham, NJ 26 Main St Office

Viviana Santiago is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank. She also owns St James Wealth Management, a financial practice based in West Caldwell, NJ. 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 planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Jeffrey Yoanides is a CFP® with 43 years of experience in the financial industry. He is currently with Wells Fargo Advisors and has been with the Wells Fargo organization since 2009 in various roles. He also owns an investment-related business, Jeffrey Yoanides, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, using Wells Fargo research and planning tools to develop tailored recommendations.

Gerard Scorziello is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and offering 35 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2022. Outside of his advisory work, he serves on the Clifton, NJ Board of Adjustment and works as a wine consultant for the Flow Wine Group. 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 planning menu and tailored recommendations developed through proprietary research, with optional implementation via brokerage or advisory programs.

Gail Miller is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding a Series 63 designation and 42 years of industry experience. She has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she has a 50% ownership interest in Miller Wealth Managers, LLC, a firm engaged in investment-related activities. 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 financial planning services and uses proprietary research and planning tools to develop tailored recommendations, with implementation options through its brokerage or advisory programs.

Michael Healey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles within Wells Fargo Advisors and Wells Fargo Clearing dating back to 2009. 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 solutions, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Jason Perez is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding CFP®, Series 63, and Series 65 designations. He has 24 years of industry experience, including roles within multiple Wells Fargo entities since 2009. Outside of his advisory work, he serves as treasurer for the Springfield Basketball Association and owns J Perez Group, LLC and J Perez Tax Group, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing Wells Fargo research and tools to tailor recommendations.

Howard Miller is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2022. Outside of advising, he co-owns Spyder Web Enterprises, a technology support and consultation 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, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Arleatha Williams is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors or affiliated entities since 2009. Outside of her advisory work, she is engaged in voiceover work and owns a business as a divorce coach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm integrates advisory services with other financial products and referral channels, providing a diverse menu of planning options.

Eric Eskridge is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 credential and previously worked at UBS for 11 years before joining Wells Fargo Advisors. 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 planning menu and integrates advisory services with other financial products and referral channels.

Daniel Coughlin is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding a Series 63 license and bringing 40 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he owns Daniel Coughlin LLC, where he dedicates significant time monthly. 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 financial planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and planning tools to develop tailored recommendations.