John Choudhary, CRPS®
PIM Portfolio Manager
In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable clients. With more than 14 years of experience in helping investors, John Choudhary has keen insight into building effective professional relationships. He takes the time to understand each client's need for investment advice and the corresponding level of service and constructs investment portfolios that reflect his clients' unique investment goals and risk tolerance.
Prior to forming CAM Private Wealth Services, John was a First Vice President at UBS Financial Services where he spent 10 years working with high net worth individuals and small businesses. He is a graduate of Rutgers State University of New Jersey with a Bachelors in Business Administration in Finance with a minor in Economics. In 2006, John successfully completed the Portfolio Concepts Program which earned him the designation of PIM Portfolio Manager.* In 2007, he acquired the Chartered Retirement Planning Specialistsm designation from the College of Financial Planning. John holds various securities registrations (Series 7, 31, 63, 66 & 24) as well as life and health insurance license. He has volunteered his time and energy to many charitable organizations such as the American Red Cross and Humanity First.
Wells Fargo Advisors Financial Network has designated John Choudhary as a member of the firm's "Premier Advisors Program," a distinction that reflects Choudhary's achievement of professional success through a consistent commitment to client service. The Wells Fargo Advisors Financial Network Premier Advisor designation is held by a select group of Financial Advisors within the Firm as measured by business production, completion of educational components and professionalism."To achieve the Premier Advisor designation is no easy task. It reflects Choudhary's ongoing commitment to his clients, demonstrated by offering sound, objective professional advice, and high quality service. We are proud that a Financial Advisor who consistently performs at such a high caliber for his clients is associated with our firm," said John Peluso, former President of Wells Fargo Advisors Financial Network.
*The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Senior Client Associate
CAM Private Wealth Services
Ann is a Senior Client Associate who joined CAM Private Wealth Services. Ann’s responsibilities include supporting CAM clients with superior service and to assist in implementing comprehensive wealth plans that help them accomplish their goals.
Prior to joining CAM Private Wealth Services, Ann worked at Wells Fargo Advisors for 21 years, where she was a Senior Client Service Associate. She has been in the financial services industry for nearly twenty years. Ann grew up in McLean, Virginia and has been in the area for many years. Ann is a fitness enthusiast and incorporate working out and running daily.
CAM Private Wealth Services
Stephen is a Client Associate who joined CAM Private Wealth Services. Stephen’s responsibilities include supporting CAM clients with superior service and to assist in implementing comprehensive wealth plans that help them accomplish their goals.
Prior to joining CAM Private Wealth Services, Stephen worked at ProShares for six years, where he was a Senior Operations specialist.
Stephen grew up outside of Philadelphia, Pennsylvania but has lived in Virginia for the last six years He just recently welcomed his daughter into the world