Red Bank, NJ Newman Springs Rd 143 Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

12

Of 4,145 advisors across 1,137 offices

Location

331 Newman Springs Rd 143, [Satellite]

Red Bank NJ 07701

Advisors at this office

12

Advisors at this office

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Vincent L

Series 63, Series 65

Red Bank, NJ

Wells Fargo Advisors

Vincent Livigni is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Wells Fargo since 2012. 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 investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Anthony M

CFP®, Series 66

Red Bank, NJ

Wells Fargo Advisors

Anthony Messina is a CFP® professional with 11 years of industry experience, currently serving at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023 and at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he owns and operates a business selling comics and trading cards. 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 services that include cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with financial product sales and referral channels to serve its clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Janice W

Series 63, Series 66

Red Bank, NJ

Wells Fargo Advisors

Janice Whiting is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 66 designations and 17 years of industry experience. She has worked across several Wells Fargo entities since 2010. 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, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher K

Series 66

Red Bank, NJ

Wells Fargo Advisors

Christopher Kizis is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in real estate management through co-ownership of CK Property Management LLC and CTKPWM, LLC. 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 services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Sebastian M

CFP®, Series 63, Series 65

Red Bank, NJ

Wells Fargo Advisors

Sebastian Messina is a CFP® professional with 42 years of industry experience, currently associated with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC, accumulating over 14 years within Wells Fargo entities. Messina has an ownership interest in Marinus Financial, LLC, where he dedicates a significant portion of his time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering 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 solutions with various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John R

Series 63, Series 66

Red Bank, NJ

Wells Fargo Advisors

John Rauch is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Wells Fargo entities since 2012. He is also a part owner of Marinus Financial LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions including retirement, education, risk management, and specialized services like business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Timothy O

Series 63, Series 65

Red Bank, NJ

Wells Fargo Advisors

Timothy O'Brien is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 registrations and has worked in various Wells Fargo entities since 2015. He is the owner of O'Brien Asset Management, an investment-related business. 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 solutions and integrating advisory services with other financial product offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Mark T

CFP®, Series 63, Series 65, Series 66

Red Bank, NJ

Wells Fargo Advisors

Mark Thompson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing Services LLC and PineBridge Securities LLC. He holds partial ownership in Marinus Financial LLC and sole ownership of MKThompson LLC, both investment-related ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various life stages and specialized needs, delivering tailored recommendations through Wells Fargo research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert M

Series 63, Series 65

Red Bank, NJ

Wells Fargo Advisors

Robert Morrissey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2026 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Barbara S

Series 63, Series 65

Red Bank, NJ

Wells Fargo Advisors

Barbara Siegel is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors and its affiliated entities since 2012. 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 range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Michael S

Series 63, Series 66

Red Bank, NJ

Wells Fargo Advisors

Michael Studer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Outside of his advisory work, he is involved with the United States Amateur Baseball League in Point Pleasant, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Philip F

CFP®, Series 66

Red Bank, NJ

Wells Fargo Advisors

Philip Ferraro is a CFP® with 18 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Ferraro serves as Treasurer of the Brookdale Community College Foundation Board and is a member of the college’s Finance Committee, where he assists with oversight of investment accounts. 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 tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and referral channels through a large network of advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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