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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
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Peter A. DelGreco
Financial AdvisorSenior Vice President - Investment Officer
• Is a Senior Vice President - Investment Officer in the DelGreco Santini 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 Winchester, 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.
• 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 Winchester, 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.
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Juan Santini
Financial Advisor- Is a Financial Advisor in the DelGreco Santini 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 Boston, MA, and enjoys spending time cooking, reading, and rooting for the Miami Dolphins, Miami Heat, and Barcelona soccer team
Elizabeth Russo
Liz has been recognized as an outstanding service professional at Wells Fargo Advisors during the past 18 years. From 2003-2008, Liz worked with the operational side of Wells Fargo Advisors and has been supporting Financial Advisors directly since 2008 and she is very excited to be a member of our client support team! Liz lives in Plainville, MA with her husband Charlie and her 3 daughters aged 8, 6, and 4. Liz enjoys taking nature walks and spending quality time with her family.
Why Invest With Us
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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.