Westport, CT Riverside Ave Office

Francis Spina 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 for eight years before joining Wells Fargo Advisors in 2024. He is involved in several investment-related business activities, including ownership in Spina Financial Planning LLC and partnerships such as Calabrese Spina, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations, offering specialized planning services to clients who meet certain net-worth criteria.

Gary Parese is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds a Series 63 designation and has worked previously at Morgan Stanley and Citigroup Global Markets. Outside of his advisor role, he serves as a trustee for a family trust and owns Parese Family LLC and Parese Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients using proprietary research and planning tools. The firm offers a broad range of planning services to clients meeting a net-worth threshold and integrates advisory services with banking and other financial products.

William Nolan is a financial advisor at Wells Fargo Advisors with Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Deloitte and Greysteel. 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 range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop customized recommendations.

Patrick Nolan is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Wells Fargo Clearing and ICR. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options that leverage Wells Fargo’s research and tools.

Brandon Troiano is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2023. He is based in Westport, CT. 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, utilizing proprietary research and tools to develop tailored recommendations, with a range of advisory and brokerage options for implementation.

Ana Backa is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors. Outside of finance, she co-owns a clothing store in Sandy Hook, Connecticut. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of planning options that address various client needs. The firm combines advisory services with product sales and referral channels across its network of over 4,000 advisors.

Summer Gigliotti is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 credential and has previously worked at Morgan Stanley and Wells Fargo Clearing. Outside of her advisory role, she is actively involved in youth lacrosse coaching, serving as head coach for several associations in Connecticut. 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 and investment recommendations tailored to clients who meet certain net-worth criteria.

Kerry Zavory is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Wells Fargo Advisors in 2023. He holds Series 63 and Series 65 licenses. 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 using proprietary research and tools, with implementation options available through brokerage or advisory programs.

Thomas Nolan is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Morgan Stanley, and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a wide range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse planning needs including retirement, education, and business-owner transition.

Norena Howard is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked at Wells Fargo Advisors since 2023 and previously spent 14 years at UBS. In addition to her advisory role, she is a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to a broad range of needs, including retirement, education, risk management, and specialized areas such as business-owner transition planning and special-needs analysis.

Christopher Calabrese is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He is also involved in an investment-related financial practice under Cara4BoysFinancial LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering comprehensive investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning solutions across various financial needs using proprietary research and tools, with clients able to decide on implementation through brokerage or advisory programs.

Mark Phillips is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes positions at Morgan Stanley and Citigroup Global Markets before joining Wells Fargo Clearing and then Wells Fargo Advisors. Outside of his advisory work, he is involved in merchant partnerships and investment-related ventures through entities he partly owns. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations using proprietary research and planning tools, with discretionary implementation available through various brokerage and advisory programs.

Jeffrey Sharpe is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing for 10 years and Merrill for 5 years. 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 tools to develop tailored recommendations delivered through discrete planning engagements.