Garden City, NY Office

Jennifer Zanfardino is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and was previously with Morgan Stanley Wealth Management from 2018 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Albert Dandrea Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior positions include roles at Citigroup, LPL Financial, HSBC Securities, and Capital One Financial Advisors. Outside of his advisory work, he is involved in the food service industry, serving in secretarial and consulting roles with several restaurant-related businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-based investment strategies with a broad platform of brokerage and advisory solutions.

Tiffany Diaz is a financial advisor at Wells Fargo Clearing with nine years of industry experience. Her background includes roles at Bank of America, Merrill, and Citibank. She holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Kevin Sheerin Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2021, he held roles at Big Geyser Inc and Roar Beverages LLC. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Anna Cheng is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2015. Outside of her advisory work, she also works as a part-time delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and a broad range of financial products and services.

John Deluca is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has a partial ownership interest in a software company, Document Agility. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from its own investment institute and third-party sources, providing both brokerage and advisory solutions.

Sonia Karia is a financial advisor with Wells Fargo Clearing holding Series 63 and 66 licenses and 16 years of industry experience. She previously worked at J.P. Morgan Securities for 12 years and Chase Investment Services Corp. for 2 years. Outside of finance, she owns and operates a jewelry store and a 5G internet business based in Jamaica, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Kenny is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company of America, each for ten years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Michael Schiffer is a CFP® professional with 42 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. 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 uses an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, within its investment menus.

John Fabris is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.

Eric Sanchez is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Wells Fargo Bank NA beginning in 2016 and a brief position at The Pawn Shop in 2017. Outside of finance, he works as a customer service representative at Nordstrom Rack in West Palm Beach. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Pizzimenti is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with a brief period of unemployment between 2023 and 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Adrian Ozarchievici is a CFP® with 20 years of industry experience, currently affiliated with Wells Fargo Clearing. His work history includes positions at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. He has been with Wells Fargo Clearing since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Nicholas Vafeas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Johh Meyers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His previous roles include positions at Crestwood Advisors Group, Loomis Sayles, and Boston College. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.