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 help 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.

Kevin Rotolo is a Financial Consultant at Wells Fargo Advisors, where he partners closely with clients to help them build, manage, and preserve their financial futures. In his role, Kevin provides comprehensive, goal‑based guidance through a holistic approach that integrates investment planning, risk management, and long‑term financial strategy. He is committed to fostering strong relationships built on trust, transparency, and proactive communication.

Before becoming a Financial Consultant, Kevin spent four years as a Registered Client Associate with Wells Fargo Advisors, where he played a key role supporting advisory teams while working directly with the branch’s recruiter and the in‑house transition team. In this capacity, Kevin was actively involved in onboarding new advisory talent, coordinating smooth team transitions, and ensuring incoming advisors and their clients experienced a seamless integration into the firm. This collaborative effort contributed to one of the most successful recruiting and transition years for the branch. In 2025, Branch Manager Bill George was ranked #2 Branch Manager firmwide, recognizing the branch’s exceptional growth, successful recruitment initiatives, and operational excellence. Kevin’s hands‑on involvement in this process further strengthened his understanding of advisor transitions, operational workflows, and client experience—insight he now brings forward in a consultative capacity when working with clients.

Kevin holds his FINRA Series 7 and Series 66 registrations, along with Life and Health Insurance licenses. He has also earned two respected industry designations: the Accredited Asset Management Specialist (AAMS®) and the Certified Financial Planner™ (CFP®) certification. These credentials reflect his commitment to professional excellence and enable him to deliver well‑rounded, fiduciary‑focused financial guidance.

A graduate of West Virginia University, Kevin received his bachelor’s degree in 2019. His education, combined with his industry experience and dedication to continuous learning, forms the foundation of the thoughtful, analytical approach he brings to financial consulting.

Outside of work, Kevin enjoys traveling with his wife, spending meaningful time with family, golfing, and participating in a variety of outdoor activities. He values experiences that keep him grounded and inspired, both personally and professionally.

Kevin approaches every client relationship with professionalism, empathy, and a genuine desire to help individuals and families make confident, well‑informed financial decisions.

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.

Joann Berman is a senior fiduciary strategist with Wells Fargo Bank’s Wealth & Investment Management located in New York City with more than 30 years of experience in financial services.

Joann is responsible for the successful completion of the detailed and sometimes complex daily responsibilities of trust and estate administration. She works closely with clients and their advisors to help achieve their wealth planning and estate planning goals.

Prior to joining Wells Fargo Bank, Ms. Berman owned a private law practice. Prior to that, she was in the trust and estate department of a corporate fiduciary.

Joann earned her Bachelor of Arts in Quantitative Economics from Tufts University and Juris Doctorate from Brooklyn Law School. She is a Licensed Attorney in New York and New Jersey (not currently practicing).


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