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About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Meet Our Team

Peter A. DelGreco

Financial Advisor
Senior Vice President - Investment Officer
Phone: 781.472.7867
Email: peter.delgreco@wfadvisors.com

• Is a Senior Vice President - Investment Officer in the Hastings DelGreco Wealth Management Group of Wells Fargo Advisors.

• Is licensed in Annuities and Life Insurance.

• Over 30 years experience in financial services.

• Holds a B.S. degree from Babson College.

• Formerly a Principal/Owner & Senior Portfolio Manager at Freedom Capital Management. Directed a team that managed stock portfolios for the firm's institutional clients.

• Lives in Lexington, Massachusetts, with his wife, Susan, and has three adult children.  Enjoys spending time with family, golfing, trying new restaurants and watching the local sports teams.

Juan Santini

Associate Financial Advisor
Phone: 781.472.7823
Email: juan.santini@wfadvisors.com

  • Is an Associate Financial Advisor in the Hastings DelGreco Wealth Management Group of Wells Fargo Advisors
  • Past experience as an Account Executive in the Private Client Group at Fisher Investments in Portland, Oregon, and as a Client Service Associate at Income Research & Management (an institutional fixed income firm)in Boston, Massachusetts
  • Holds a B.A. degree in History from Boston College
  • Originally from Miami, Florida
  • Lives in Brighton, MA, and enjoys spending time cooking, reading, and rooting for the Miami Dolphins, Miami Heat, and Barcelona soccer team

Jean M. Roberts

Senior Registered Client Associate
Phone: 781.472.7857
Email: jean.roberts@wfadvisors.com

• Is a Senior Registered Client Associate and Assistant Vice President in the DelGreco Santini Wealth Management Group of Wells Fargo Advisors


• Over 16 years' experience in financial services

• Past experience in human resources, accounting and client service

• Holds a B.S. degree from Northeastern University

• Lives in Chelmsford, Massachusetts with her husband Mark and has two adult children, Liane & Michael, and two granddaughters. Enjoys camping, reading, crossword puzzles, spending time with family, and the Red Sox!

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Learn More

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products Are:

Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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