With over three decades of experience in wealth management, Thomas Bishop is a highly accomplished financial professional dedicated to helping clients achieve their financial goals.

As a Private Wealth Financial Advisor and Managing Director-Investments, at Wells Fargo Advisors, Thomas brings a wealth of expertise in investment management, portfolio strategy, and client advisory services. His extensive industry experience allows him to guide high-net-worth individuals, families, and institutions toward long-term financial success.

To further his expertise, Thomas holds several industry-recognized certifications, including Chartered Retirement Plan Specialist (CRPS), Accredited Investment Fiduciary (AIF^®) along with FINRA Series 7 and 8 securities registrations. His deep understanding of financial markets and regulatory framework helps to ensure that clients receive top-tier, compliant investment guidance.

Thomas’ client-centric approach, combined with analytical expertise, enables him to develop personalized investment strategies that align with each client’s financial aspirations.

Based in Paramus, New Jersey, Thomas is available to assist clients across multiple states.

Thomas was recognized as one of Forbes Best-In-State Wealth Advisors for years 2023 and 2024. Thomas is a trusted advisor with an extensive network and industry recognition.



_{2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}

Kevin Bishop is a Financial Advisor at Wells Fargo Advisors, where he is committed to helping individuals, families, and business owners build lasting financial strategies tailored to their unique goals.

He holds FINRA Series 7 and 66 securities registrations, along with New Jersey life and health insurance licenses.

Kevin earned his degree in entrepreneurship from the University of Dayton and brings a thoughtful, client first approach to every relationship- emphasizing personalized guidance, long-term planning, and financial confidence through every life stage.

Outside the office, Kevin stays active and engaged in the community. A lifelong athlete, he enjoys playing hockey and golf, fishing, and spending time outdoors. He also gives back by coaching youth hockey, where he brings the same values of discipline, teamwork, and mentorship that guide his work with clients.

Dan is a Registered Client Associate at Wells Fargo Advisors, where he provides comprehensive support to both clients and advisors, helping ensure a seamless and personalized client experience.

Dan holds his FINRA series 7 and 66 securities registrations, as well as Life and Health insurance licenses in the state of New Jersey.

With a strong focus on client service and operational excellence, Dan plays a key role in supporting the team’s mission of delivering tailored financial solutions.

Dan earned his bachelor’s degree from The Ohio State University, where he developed a strong foundation for a career in the financial services industry.

Outside the office, Dan enjoys spending time outdoors, reading, and playing ice hockey.