Short Hills, NJ John F Kennedy Pkwy Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

3

Of 4,145 advisors across 1,134 offices

Location

51 John F Kennedy Pkwy

Short Hills NJ 07078

Advisors at this office

3

Advisors at this office

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Melvin T

Series 63, Series 65

Short Hills, NJ

Wells Fargo Advisors

Melvin Taylor is a financial advisor with Wells Fargo Advisors in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory work, Taylor is the author of several science fiction books and is involved in promoting his publications through related business ventures. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing Wells Fargo research and planning tools.

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

Series 63, Series 66

Short Hills, NJ

Wells Fargo Advisors

Violet Mtisi is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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

Series 63, Series 65

Short Hills, NJ

Wells Fargo Advisors

Amanda Thomas is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes nearly a decade at Merrill and multiple roles within Wells Fargo Clearing and 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 range of planning options, including specialized services such as business-owner transition and special-needs analysis, supported by Wells Fargo research and planning tools.

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