Angela Bertorelli-Casullo

Angela has over 35 years of experience in the financial industry. Her expertise and personalized guidance have made a significant impact on her clientele. She collaborates closely with each, individual to understand their goals and tailors specialized investment plans to meet their specific needs. Angela recognizes that life presents different challenges and milestones, and she helps ensures that her clients wealth plans evolve accordingly. Angela's extensive career journey began in 1989 when she first stepped into the finance industry as a banker. Her pivotal role at institutions like Prudential Financial/Wachovia Securities and Wells Fargo Advisors provided her with a comprehensive understanding of the financial landscape. Transitioning to her role as a financial advisor at Wells Fargo further solidified her reputation as a trusted expert in wealth management. Today, as the First Vice President-Investment Officer, Angela combines her wealth of experience and resources to navigate complex markets and helps deliver sound investment strategies. Outside of work, Angela treasures time with her family and shares an active lifestyle with her husband, Daniel. She enjoys playing golf and is an active participant in a women's league. Angela also prioritizes her fitness by engaging in regular workouts while also planning exciting travel adventures to explore new destinations and create lasting memories with her loved ones. Angela relishes cultivating meaningful relationships with clients and their families. I take great pleasure in getting to know my clients and understanding their needs so I can help them achieve their goals and find fulfillment in their financial journey.

CA Insurance License Number: 4054376. Resident State NY