Your dreams and goals - our guidance.

Providing clients with confidence through the varied phases of their financial journey is a powerful responsibility. By working with a limited number of families our team delivers the personalized attention of a boutique firm with the guidance and services of a global financial institution. The Bronzo Private Wealth Group of Wells Fargo Advisors has the breadth of knowledge and experience to navigate your unique financial needs.

Experience

Paul graduated with Honors from Boston College with a BA in Economics. He began his career in 1983 with Prudential Securities which is now Wells Fargo Advisors. Paul is a member of Wells Fargo Advisors’ prestigious Platinum Council and has been recognized for outstanding achievement each year since 1992. In 2014 he was honored with Wells Fargo Advisors' Spirit Award for his leadership within the firm and his community.  The Wells Fargo Advisors Spirit Award was established to recognize a select group of Platinum Council Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values. Paul most recently was also invited to join Wells Fargo Advisors’ elite Private Wealth Financial Advisor division which specializes in affluent / high net worth clients.

Paul has been a Platinum Council Advisor with Wells Fargo Advisors each year from 2006 - 2023. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

 
Education

Series 7 registered

Series 65 registered

Series 63 registered

Life, Health and Annuity Licensed

Certified Private Wealth Advisor (CPWA^®)

Bachelor of Business Administration

Boston College, Economics (with honors)

Outside of the office

Paul lives in Purchase New York and enjoys spending time with his two adult children Elise and Paul. Paul is a longtime member of the White Plains Rotary Club, is an avid golfer, world traveler and has an appreciation for fine wines and experiencing cuisine from around the globe.

CA Insurance License 0B87695. Resident state NY.

Experience

Robert brings over two decades of advisory, trading and analytical experience to the Bronzo Wealth Management Group.

While earning his degree from Pace University’s Lubin School of Business, Robert worked fulltime to round out his educational career with practical hands-on experience in the financial industry.  Upon graduation, Robert continued his career with the Bronzo Wealth Management Group and has flourished.

Robert plays and integral role on the team with tasks including; portfolio construction, the Envision® Process, asset allocation and performance analysis among a variety of other responsibilities.  He has been recognized as a Platinum Council Client Associate* by Wells Fargo Advisors for years 2016-2023. 

*The Wells Fargo Advisors Platinum Council Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors, nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Education

Series 7, 66 & 63 Registered

Bachelor of Business Administration Pace University, Lubin School of Business, Finance.

Outside Interests

Experience

Stacy graduated from Texas Christian University with a BS in Communications/Marketing.  She began her career on Wall Street in 1987 with Bear, Stearns & Co. Inc. and then Merrill Lynch Private Client Services before joining The Bronzo Group in 1997.  With over 36 years of experience, Stacy has extensive knowledge of the industry and its practices. 

Stacy specializes in investment, liability and relationship management for the Bronzo Private Wealth Group.  She has been recognized as a Platinum Council Client Associate* by Wells Fargo Advisors for years 2016-2023 and was promoted to Client Performance Analyst in 2023.

*The Wells Fargo Advisors Platinum Council Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Education

Series 7, 66 & 63 Registered

Bachelor of Science from Texas Christian University, Communications / Marketing

Outside of the office

Experience

Amber graduated from Iona College, earning a BS in Mathematics and Secondary Education.  She began her career with Wells Fargo Advisors in 2007 and became a member of the Bronzo Private Wealth Group in 2013. 

Amber is integral in facilitating our clients’ operational needs, possessing a strong work ethic, attention to detail and empathetic nature.  She believes caring, trust and providing exceptional service are the cornerstones of meaningful relationships.

Education

Bachelor of Science, Iona College, Mathematics and Secondary Education

Outside Interests