Hackensack, NJ Hackensack Ave Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
About
Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.
Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.
Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.
Based on WELLS FARGO Advisors
Expertise
Based on WELLS FARGO Advisors
Location
401 Hackensack Ave, Ste 901
Hackensack NJ 07601
Advisors at this office
8
Advisors at this office
Robert O
Series 63, Series 65
Hackensack, NJ
Wells Fargo Advisors
Robert O'Herlihy is a financial advisor with Wells Fargo Advisors in Hackensack, NJ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is the owner of Blue Horseshoe Holdings and serves as a trustee for Blue Horseshoe Holdings 401K. 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 tailored to clients who meet a net-worth threshold, using Wells Fargo research and planning tools to develop and deliver financial recommendations.
Paul M
Series 63, Series 66
Hackensack, NJ
Wells Fargo Advisors
Paul Marrero is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2016. Marrero is also the owner of Palisades Wealth Management, an investment-related business based in West Nyack, NY. 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 tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.
Kevin B
Series 63, Series 65, Series 66
Hackensack, NJ
Wells Fargo Advisors
Kevin Benoit is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Benoit also owns and operates Kevin Benoit LLC, an investment-related business based in Hackensack, 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 investment and financial planning services, including specialized planning such as business-owner transition and sports & entertainment planning, utilizing proprietary research and tools to develop tailored client recommendations.
Douglas W
Series 63, Series 65
Hackensack, NJ
Wells Fargo Advisors
Douglas Ward is a financial advisor with Wells Fargo Advisors based in Hackensack, NJ, holding Series 63 and Series 65 credentials with 30 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for a combined 14 years before joining Wells Fargo Advisors in 2019. Ward is the sole owner of Ward Wealth Management Ltd., a financial planning practice based in New City, NY. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with various financial products and referral channels.
Michael B
Series 66
Hackensack, NJ
Wells Fargo Advisors
Michael Beckman is a financial advisor at Wells Fargo Advisors in Hackensack, NJ. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining Wells Fargo Advisors, he worked at the Federal Election Commission from 2017 to 2025 and at The Hill Group, Inc. from 2015 to 2017. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with specialized services and uses proprietary research and tools to develop tailored recommendations for clients.
Greg B
Series 66
Hackensack, NJ
Wells Fargo Advisors
Greg Bauer is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he serves as a co-trustee for multiple 401(k) plans associated with Client Centric Advisors. 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 a broad planning menu including retirement, education, wealth-transfer, and specialized services such as business-owner transition and sports & entertainment planning.
Paul T
Series 66
Hackensack, NJ
Wells Fargo Advisors
Paul Thomasset is a financial advisor with Wells Fargo Advisors in Hackensack, NJ, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2017. Outside of his advisory role, he manages an investment-related LLC and serves as trustee and power of attorney for several family trusts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing tailored investment and fee-based financial planning services. The firm employs proprietary research and planning tools to create recommendations, offering a broad range of specialized planning services for clients who meet certain net-worth thresholds.
Daniel F
Series 66
Hackensack, NJ
Wells Fargo Advisors
Daniel Fais is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Fais owns Aries Wealth Management LLC, a financial advisory business based in Hackensack, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing Wells Fargo research and tools to develop customized recommendations.
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