Greenwich, CT Lafayette Pl Office

Kenneth Sheresky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Morgan Stanley. He serves as a committee member at Silver Hill Hospital, a nonprofit psychiatric hospital, where he is involved in patient advocacy. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs a research-driven approach supported by Wells Fargo Investment Institute and third-party analytics, offering both brokerage and advisory solutions across a broad client base.

Stanley Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at RBC Capital Markets, LLC for six years and Morgan Stanley for seven 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 offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Cooper Milledge is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Eugenia Miceli is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a board member for a cooperative building in Tarrytown, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven, modern portfolio theory-based approach and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey Sheresky is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Morgan Stanley. 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 offers both brokerage and advisory solutions.

William Zeltner is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Bank NA for ten years. Zeltner maintains non-practicing law licenses in New York and Connecticut. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services with an investment process grounded in modern portfolio theory and includes a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Bardwell is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for seven years before joining Wells Fargo in 2022. Outside of his advisory role, he serves as an executor and holds power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with both discretionary and non-discretionary service options tailored to plan objectives and risk tolerances.

Michael Tutino is a financial advisor with Wells Fargo Clearing in Greenwich, CT, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo firms since 2016. Outside of advising, he holds a minority ownership in a restaurant business. 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.

Jeffrey Samsen is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at City National Bank, RBC Capital Markets, and Morgan Stanley. 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 offers both brokerage and advisory solutions supported by research and analytics using diversification principles and modern portfolio theory.

Steven Sheresky is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at City National Bank, RBC Capital Markets, LLC, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Vincent Fiorentino is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he serves as president of a local business networking group in Canton, Georgia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-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.

John Bachul is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and located in Greenwich, CT. He joined Wells Fargo Clearing in 2026 and has previously held positions at Wells Fargo Bank and worked in academic settings. 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 offers both brokerage and advisory solutions.

Jeannine Barlotta is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 designation and has previously worked at RBC Capital Markets, LLC and Morgan Stanley. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Chris Testani is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Greenwich, CT. He has four years of industry experience and has been with Wells Fargo Clearing since 2021, alongside a long tenure at Wells Fargo Bank, NA dating back to 1985. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach 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.

Adam Elgert is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a landlord involved in rental property management in Stamford, CT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.