Allan is a Senior Financial Advisor and a valued member of the Crudale Giacalone Financial Group of Wells Fargo Advisors. With a career in financial services that began in 1987, Allan brings decades of experience and insight to the families and individuals he serves. He joined Wells Fargo Advisors in 2019 following a long tenure with Merrill Lynch and Smith Barney, where he built a reputation for trusted guidance and client-first service. He earned his undergraduate degree from Fordham University. One of Allan’s greatest professional joys is working alongside his son, Jon, a fellow Financial Advisor on the team. Outside of work, Allan enjoys spending time with his wife, Jean, and unwinding at Lake Winnipesaukee and Naples Florida, where he cherishes relaxation and connection with family and friends.

Sal Giacalone – Managing Director – Investments – PIM Portfolio Manager

Sal is a Senior Financial Advisor and an integral member of the Crudale Giacalone Financial Group of Wells Fargo Advisors. He has worked in the financial services industry since 1993.  He joined Wells Fargo Advisors in 2019 after many years with both Merrill Lynch and Smith Barney.  Sal earned his undergraduate degree from Suffolk University.  Outside of work, Sal cherishes time with his four children and wife, Moira.  He is an avid runner and passionate boater, also enjoying summer days on the waters of Lake Winnipesaukee. 

Jon is a Senior Financial Advisor with the Crudale Giacalone Financial Group of Wells Fargo Advisors.  He began his financial services career at Merrill Lynch in 2014 and joined Wells Fargo Advisors in 2019.  Jon focuses on multigenerational wealth planning, portfolio management as well as comprehensive investment and retirement planning.  He is known for bringing excitement and creativity to his activities within the group.  Jon had previously worked in the real estate and music industries.  He is a trained musician and has a passion for music that fills his time away from the office.

Kyle has been working in the financial services industry since 2012. He began his career at Credit Suisse, where he gained a strong foundation in wealth management, and later joined Wells Fargo Advisors in 2016. A graduate of Bentley University, Kyle holds a Bachelor of Science degree and is registered with FINRA Series 7, 66, 9, and 10. In his role as Senior Registered Client Associate, Kyle plays a key part in business development, provides in-depth portfolio analysis, and oversees the group’s administrative operations to ensure a seamless client experience.

Kyle and his wife, Kaitie, live in Needham with their four children - TK, Mackenzie, Christopher, and Owen. Outside of the office, Kyle enjoys an active lifestyle centered around quality time with his family. Whether coaching his children’s sports teams, hitting the slopes during ski season, or enjoying a round of golf on the weekend, he values making meaningful memories with his family through shared experiences.

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.