With over 20 years of experience as a financial advisor, John provides individual and institutional clients with comprehensive wealth management solutions. He believes that good listening skills, empathy, and attention to detail, are foundational elements in successful client relationships. John is supported by a team of wealth planning specialists and senior client associates who provide excellent client service.

Investment planning is an ongoing process of preparing for and reacting to critical financial events. Critical financial events can be as diverse as retiring, receiving an inheritance or buying a new home. John and his team’s resources and experience help clients prepare for such events to be able to achieve their financial and lifestyle goals.

John graduated from Wagner College with a Bachelor of Arts degree. While at Wagner College, John was a student athlete award winner and on the Wagner College Athletic Department All-Academic team. Prior to joining Wells Fargo Advisors, John was a Wealth Advisor at Morgan Stanley for 18 years.

John has been named a Platinum Council Advisor from 2017 – 2025.
^{2017 - 2023 Disclosure: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. 2024 - 2025 Disclosure: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.}

The Cariota Cicillini Latz Group of Wells Fargo Advisors, has also been recognized in 2023- 2026 as one of the Forbes Best-in-State Wealth Management Teams¹.

John is happily married to his wife, Kelly, and they have three daughters, two of which are identical twins. A native of New Jersey, John and his family currently reside in Wayne. Away from the office, John enjoys cooking, traveling, exercising, and spending time with family and friends.

CA Insurance License Number: 0L24622. Resident State NJ.



¹ 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.
Review Award Disclosures. Review Award Disclosures

CA Insurance License Number: 0L24622. Resident State NJ

With over 30 years of experience as an investment professional, Brian brings a comprehensive solutions-oriented approach to his clients. His focus is on core financial disciplines including: insurance, risk management, investment planning strategies, tax efficient strategies, retirement, and legacy planning strategies.

Planning is not a single event – it is a process. As life circumstances change, so must the wealth management strategies used to meet individual client goals. Brian has meetings with his clients in order to stay on track with their customized plan.

Brian graduated from Gettysburg College with a Bachelor of Arts degree in Management with a concentration in Entrepreneurship and Finance. Prior to joining Wells Fargo Advisors, Brian was a Financial Advisor at Morgan Stanley for 18 years. In order to further his education, Brian earned the Certified Financial Planner^® certification. For this designation, he completed an approved educational program and passed rigorous examinations. To maintain this certification, Brian adheres to stringent professional standards as well as required continuing educational requirements.

Brian has been named a Platinum Council Advisor in 2021, 2022 and 2023. 
^{The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.}

Brian and his wife, Mary, reside in Wyckoff, NJ with their three children. Brian enjoys many outdoor activities including golf, basketball, skiing, and gardening. He has also had the pleasure of coaching his children’s sports teams over the years.

The Cariota Cicillini Latz Group of Wells Fargo Advisors, has also been recognized in 2023- 2026 as one of the Forbes Best-in-State Wealth Management Teams*.

CA Insurance License Number: 0L36522. Resident State NJ.


^{* 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.
Review Award Disclosures. Review Award Disclosures}

^{Wells Fargo Advisors is not a legal or tax advisor.}