Old Greenwich, CT Office

Roberta Anderson is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2024. Her prior experience includes roles at People's United Advisors, Inc., People's Securities, Inc., and People's United Bank. Outside of her advisory work, she serves as secretary for Candlewood Knolls Community Inc. and is a board trustee for the New Fairfield Free Public Library. 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 menu of financial planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop individualized recommendations.

Sheila Spicehandler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Ameriprise Financial Services, Inc for nine years before joining Wells Fargo Advisors in 2020. Outside of her advisory work, she serves as the Investment Advisory Committee Chairman for Temple Beth El in Chappaqua, NY, where she develops and advises on the temple's investment policy. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking, lending, trustee services, and affiliated funds.

Frank Lawrence IV is a Series 66-credentialed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Advisors since 2021 and was previously with Bank of America and Merrill from 2015 to 2021. Outside of his financial practice, he serves as head coach of a 7th grade boys youth lacrosse team in Riverside, CT and is co-owner of a retail store specializing in olive oils and vinegars. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of financial planning options including specialized services such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using firm research and planning tools, with implementation through brokerage or advisory programs as optional.

Sandra Kapfer is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo-affiliated firms since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include cash-flow, retirement, education, risk, and wealth-transfer planning.

Robert Schaefer is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at UBS and as an independent contractor. Outside of advising, he owns two small businesses, including a yoga instruction LLC and a retail clothing LLC. 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 who meet specific net worth criteria. The firm integrates advisory services with various financial products and referral channels to deliver customized recommendations.

Samantha Belport is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Wells Fargo Clearing and Cooperative Educational Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services across a wide range of areas including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, offering clients tailored recommendations supported by Wells Fargo research and planning tools.

Lawrence Baker is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, he owns and operates 5 Bakes LLC, doing business as Merritt Point Wealth Advisors. 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 range of planning services and integrates advisory offerings with other financial products and referral channels.

Andrew Pillarella is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. Outside of his advisory role, he serves as a volunteer firefighter, desk office assistant, and chaplain for the Southard Fire Department in Howell, New Jersey. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels to serve clients with varied financial needs.

Anthony D'ambrosio is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors in 2022. Outside of his advisory roles, he serves as treasurer for the John Calabra Lodge Order of Sons and Daughters of Italy and is involved in several investment-related business entities. 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, offering a broad range of planning options including specialized services such as business-owner transition and special-needs planning.

Michael Hardy is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Cetera Wealth Services, LLC. Outside of his advisory role, he is involved in fixed insurance sales and operates his own financial services business, Hardy Financial Strategies. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements across various specialized areas.

Jason Andrews is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding a Series 66 credential and bringing 23 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009. Outside his role at Wells Fargo Advisors, Andrews has significant ownership interests in several investment-related businesses, including Cutler Andrews Capital Management, LLC, and JMJB Capital Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and business-owner transition planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with clients deciding on implementation through the firm’s brokerage or advisory programs.

Katherine Welch is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding a Series 66 credential and four years of industry experience. She previously operated KWD Personal Financial Concierge for six years. Outside of advising, she is a commissioned notary public in New York and Connecticut, performing notarial services in a limited capacity. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations using firm research and planning tools. The firm serves clients who meet certain net-worth thresholds with a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Theodore Youngling is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he serves as treasurer for the Mercedes Benz Club of America in Norwalk, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services using proprietary research and planning tools, with tailored recommendations delivered through meetings and client summary letters.

Daniel Dodderidge is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo entities since 2010. Outside of his advisory role, he has ownership interests in two investment-related businesses, DSQUARED and DODDERIDGE GP, LLC, which involve cashflow and expense management and merchant agreements. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

Michael Salimbene is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 11 years. Outside of his advisory work, he has served as an honorary member of the gala benefit committee for Visiting Nurse Services in Westchester. 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 including retirement, education, and niche services such as business-owner transition and special-needs analysis. Advisors use firm research and tools to develop tailored recommendations, with clients having discretion over implementation.