Investment Consulting and Wealth Management

About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

Meet Our Team

Andrew R. Kevlahan

Andrew R. Kevlahan

Senior Financial Advisor
Managing Director - Investments
Phone: 973.610.9311
Email: andrew.kevlahan@wellsfargo.com
Mark J. Denny

Mark J. Denny

Senior Financial Advisor
Senior Vice President - Investments
Phone: 201.615.6618
Email: mark.j.denny@wellsfargo.com

Michael Donahue

Senior Financial Advisor
Senior VP - Investments
Phone: 201.787.7324
Email: michael.donahue2@wellsfargo.com

Nick Palmieri

Financial Advisors
Phone: 862.268.1841
Email: Nick.Palmieri@wellsfargo.com

Frank Federico

Registered Client Associate
Phone: 201.226.3028
Email: Frank.Federico@wellsfargo.com

Maria Nikolaidis

Registered Client Associate
Phone: 201.226.3035
Email: Maria.Nikolaidis1@wellsfargo.com

Cynthia Jimenez

Client Associate
Phone: 908.598.3316
Email: cynthia.jimenez@wellsargo.com

Ozlem Zor

Registered Client Associate
Phone: 973.492.7500
Email: ozzie.zor@wellsfargo.com

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CT, FL, GA, IN, KS, KY, MA, MD, NC, NH, NJ, NV, NY, OH, PA, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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