• Is a Managing Director - Investment Officer in the DelGreco Santini Wealth Management Group of Wells Fargo Advisors.

• Is licensed in Annuities and Life Insurance.

• Over 35 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 a Vice President - Investment Officer in the DelGreco Santini Wealth Management Group of Wells Fargo Advisors.

• Is licensed in Annuities and Life Insurance.

• 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, hiking, and rooting for the Miami Dolphins and Barcelona soccer team.

Liz has been recognized as an outstanding service professional at Wells Fargo Advisors during the past 21 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 10, 8, and 6.  Liz enjoys taking nature walks and spending quality time with her family.

Joan has been with the firm since 2004. Joan holds her Series 7 & 63 Registrations and earned a B.S. In Computer Information Systems from Bentley University in Waltham, Massachusetts.

In 2016 Joan was awarded the distinction with four others in New England as a Premier Client Associate. The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates with Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity, and core leadership values.

Outside of Work, Joan’s interests include Photography, needle arts, gardening, and racquet sports. Joan actively contributes to her community through her local garden club as well as with the United Way of Massachusetts and Habitat for Humanity. Joan Lives in Maynard and enjoys spending time with her friends, family and colleagues through her many community involvements.

CAR# PM-02162025-5886635.1.1