Red Bank, NJ Newman Springs Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$234,452,819,935
ClientsTotal clients
455,837
AdvisorsAdvisors at this office
23
Of 4,145 advisors across 1,134 offices
Location
331 Newman Springs Road Building 3 Suite 330, [Satellite]
Red Bank NJ 07701
Advisors at this office
23
Advisors at this office
Jane K
Series 66
Red Bank, NJ
Wells Fargo Advisors
Jane Kunak is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 66 designation and has worked within Wells Fargo-affiliated firms since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.
Al R
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Al Raia is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to the present. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and provides planning support using proprietary research and tools.
Anthony C
CFP®, Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Anthony Collora is a CFP® with 30 years of industry experience currently affiliated with Wells Fargo Advisors. He has held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory work, he is the sole owner of AJC Wealth Management Inc. and a co-owner of Collora GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers specialized planning in areas such as business-owner transition, special-needs analysis, and sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.
Brandon K
Series 66
Red Bank, NJ
Wells Fargo Advisors
Brandon Kape is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he co-owns a charter fishing business, Right Bite Charters, LLC, in Brick, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm provides planning in areas including retirement, education, and business-owner transition, supported by proprietary research and tools.
Jacqueline B
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Jacqueline Bartels is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She previously worked at Merrill for 14 years, Morgan Stanley for 2 years, and Wells Fargo Clearing for 1 year before joining Wells Fargo Advisors. Outside of her advisory role, she works as a travel advisor with Largay Travel. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various planning areas, including retirement, wealth transfer, and specialized topics such as business-owner transition and special-needs analysis.
John B
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
John Busco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2009, serving in his current role since 2024. He owns and operates JGJ Wealth Management Corp and is also involved with Busco GP, LLC. 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 utilizes proprietary research and planning tools to develop tailored client recommendations.
Pacita D
Series 63, Series 66
Red Bank, NJ
Wells Fargo Advisors
Pacita Devera is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she serves as power of attorney for a family member. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations for clients.
John T
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
John Tirrell is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked within Wells Fargo entities since 2009 in various advisory and clearing roles. Outside of his advisory work, he serves as a trustee and co-owns a merchant partnership in Red Bank, NJ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.
Gabriel S
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Gabriel Simon is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo in various capacities since 2010. Outside of his advisory role, he holds a 90% ownership interest in a merchant partnership, GSIMON GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.
Brent M
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Brent Mctaggart is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has worked within various Wells Fargo entities since 2009. Outside of his primary advisory role, he owns and operates BMM Wealth Management Corp and BMctaggert GP, LLC, which are investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations through comprehensive planning tools and integrates advisory services with other financial products and referral channels.
William T
CFP®, Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
William Tarallo is a CFP® professional with 38 years of experience in the financial services industry. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a managing member of a family-owned business, JOBILL & SONS ENTERPRISES, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and other niche client needs.
Dominick G
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Dominick Giovannone is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo since 2009. Giovannone is also a principal owner of GIOVANNONE GP, LLC, a merchant partnership based in Red Bank, NJ. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and develops customized recommendations using proprietary research and tools, with a focus on discrete planning engagements.
Jason M
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Jason Mctaggart is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo in various capacities since 2010. Outside of his advisory role, he serves on the financial oversight of The Child Wellness Institute and owns JTM Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on tailored recommendations delivered through discrete planning engagements.
Michael C
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Michael Cassella is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he operates a photography business, Michael Cassella Photography, based in Brielle, NJ. 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 areas and utilizing Wells Fargo research and tools to develop tailored recommendations.
Kevin N
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Kevin Nohilly is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has been with Wells Fargo Advisors in various capacities since 2009. Outside of his advisory role, he has ownership interests in investment-related ventures including a merchant partnership. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")