About Us
Our business is built on a single mission: To provide high-net-worth clients with advice that they can trust, thereby helping them to achieve their financial goals. As Wells Fargo Advisors Financial Advisors, we believe that advice should encompass comprehensive investment and wealth management strategies, yet be tailored to client’s long-term goals and aligned with their life values.
Meet Our Team
Robert J. Brown , CRPC
Vice President - InvestmentsSenior Fundamental Choice Portfolio Manager
I joined the financial services industry in 2000 and was an early adapter of a holistic retirement income and estate planning strategies for high net worth individuals and ultra high net worth individuals and their families. My expertise spans financial, investment, retirement, legacy, and philanthropic planning. Watching my clients achieve their financial goals as well as working with the next generation has been both gratifying and fulfilling.
My wife and I have two children and live in Lafayette, New Jersey where we are active in our children’s school and sports activities. I enjoy coaching my kids sports, fishing and competing in triathlon. I have completed 3 half distance triathlons and in 2021, I successfully completed a full distance Ironman triathlon. I have also raced in multiple half marathons and ran in the NYC full marathon in 2018.
Thomas J. Dwyer , CRPC
Vice President - InvestmentsSenior Fundamental Choice Portfolio Manager
Tom brings over 25 years of financial service experience to the team. Tom holds NASD series 7, 8, 9,10,31,63 and 65 licenses as well as a life and health insurance license.
Away from the office
Tom enjoys playing golf, traveling and being involved with his children’s sports and activities. Tom, his wife Jane and their 4 children reside in Madison, NJ.