Investing Guidance Strengthened By Experience

Our financial advisors have guided clients through Black Monday, the dot com bubble burst, the Great Financial Crisis and mini flash crashes that have happened in between and after.

If we can help investors when the market’s at its worst, just imagine how our investing capabilities can help when the market seems to move up and to the right like it has for the last half decade.

In fact, our team has experienced the same kind of balanced growth, thanks to an influx of younger talent that’s learning from our experience and the ever-expanding resources within Wells Fargo Financial Advisors.

YOUR FINANCIAL ADVISORS

Neal Abravanel, CFP, CRPC, RICP

Managing Director - Investments
Senior PIM Portfolio Manager

Bryan Lenet

Senior Vice President - Investments
Senior Financial Advisor

YOUR SUPPORT STAFF

Brian Kessler, CRPC

Assistant Vice President
Senior Registered Client Associate

Eric Abravanel

Client Associate

Lydia Sweet

Client Associate

Our Guiding Principles

check Our clients deserve more than cookie-cutter portfolios that lead to cookie-cutter results.

check One delay in communication can cost a relationship.

check Discipline is just as important as due diligence.

check What you keep matters as much as what you earn.

check What we do affects our clients’ lives, so we need to do our best.

Put Our Experience to Work for You