About Us
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Meet Our Team
Allan Crudale
Managing Director - Investments
PIM Portfolio Manager
Sal Giacalone
Managing Director - Investments
PIM Portfolio Manager
Jon Crudale
Financial Consultant
Kyle Radley
Senior Registered Client Associate
Hayley Clifford
Client Associate
Moira Giacalone
Senior Client Associate
Moira began her career in financial services in 1995. She joined Wells Fargo Advisors in 2019 after many years with both Merrill Lynch and Smith Barney. She received a BA degree in Psychology from the College of the Holy Cross. She assists the team in striving to provide outstanding client service to their clients. She is married to Sal and keeps busy with their school aged twins when she is not at the office.