Tailored Financial Solutions to Help Achieve Your Goals

With nearly three decades of experience in financial services, Brandon is passionate about helping clients build comprehensive wealth plans that inspire confidence and support their goals through every stage of life.

As a Managing Director – Investments and Senior PIM^® Portfolio Manager at Wells Fargo Advisors, Brandon specializes in retirement planning, wealth management strategies, and investment consulting—customizing strategies to meet the unique needs of individuals, families, and business owners.

Brandon’s interest in finance began early—at the age of 12, he purchased his first stock using money saved from shoveling snow, sparking a lifelong passion for investing. A decade later, he began a professional career as a financial advisor. He launched his career at Merrill Lynch, then Morgan Stanley and was later recruited to join Wells Fargo Advisors, where he continues to serve clients today.

Throughout his career, Brandon has taken great pride in helping clients realize their financial goals through personalized, adaptive planning. His approach centers on building trusted, long-term relationships and working closely with clients to ensure their investment strategies reflect both current priorities and future aspirations. Together, they develop flexible plans that evolve with changing life circumstances and market conditions—helping clients to move forward with clarity and confidence.

Brandon earned a B.S. in Finance from the University of Florida and completed a college internship on Wall Street at Lebenthal Financial Services. With a strong foundation in finance and decades of hands-on experience, he brings deep knowledge and a seasoned perspective to every client interaction.

Recognized for excellence in the field, he has been named one of Forbes Best-in-State Wealth Advisors¹ for five consecutive years: 2021, 2022, 2023, 2024, and 2025.

Outside the office, Brandon lives in Franklin Lakes, New Jersey, with his wife, Allison, and daughters, Taylor and Avery. A dedicated father and active community member, he has enjoyed coaching his daughters’ softball teams for over a decade.


CA Insurance License Number: OE17376. Resident State NJ.

Theresa brings a wealth of experience to her role as Senior Registered Client Associate at Wells Fargo Advisors, where she works with Brandon M. Gioia, Managing Director–Investments. With a career that began on Wall Street in 1984, Theresa has developed a deep and comprehensive understanding of the financial services industry. She holds FINRA Series 7 and 63 securities registrations and has built a reputation for excellence in operations, trading, and client service.

Prior to joining Wells Fargo Advisors, Theresa spent several years at Morgan Stanley, where she not only supported clients directly but also served as a training coach for both new and seasoned client associates across the office. Her leadership and mentorship helped shape high standards of service and professionalism within the firm.

Today, Theresa is dedicated to delivering a premier client experience. She works closely with clients every day, addressing their needs with care, efficiency, and personalized attention. For Theresa, the most rewarding part of her role is building meaningful relationships with clients and leveraging her decades of industry knowledge to make their financial lives simpler and more secure.