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
With over 25 years of experience in the financial service industry, Tom has had an extensive career as a successful Financial Advisor. Prior to joining Wells Fargo Advisors in 2012, Tom advised clients at RBC Wealth Management, Smith Barney and Morgan Stanley.
Tom has focused his talents on serving the investment needs of high-net-worth clients. He is responsible for designing and implementing comprehensive financial planning-retirement, estate, education and asset allocation. He is also responsible for designing and implementing retirement plans that help our clients attain the retirement lifestyle to which they aspire.
Tom believes in keeping himself educated with new information throughout his career, so he can advise his clients to the best of his ability. He holds the Chartered Retirement Planning Counselor (CRPC®) designation. This allows him to develop comprehensive retirement plans for his clients through his knowledge of identifying potential problem areas and finding appropriate solutions. In 2020 and 2021 he earned the designation of the Wells Fargo Advisors Premier Advisor - a select award given to members of the firm for exceptional client service. Tom holds FINRA series 7, 8, 9,10,63 and 65 licenses as well as a life and health insurance license.
Tom and his wife reside in Madison, NJ with their four children. Tom enjoys spending time with his family, playing golf, traveling, being involved with his children’s sports and activities and coaching youth sports.