Harbour Bridge Wealth Management Advisors

Timothy J. Erday is the Managing Principal and a Senior Financial Advisor at Harbour Bridge Wealth Management Advisors. He is responsible for designing and reviewing investment portfolios for the practice's clients and integrating these portfolios within the long-term plans of client’s overall financial goals.

Tim is a Senior PIM Portfolio Manager and has earned the Chartered Retirement Planning Counselor(SM) , CRPC® designation through the College of Financial Planning.

Harbour Bridge Wealth Management Advisors is associated with Wells Fargo Advisors Financial Network, LLC.  Prior to founding the original entity, Erday & Company - Wealth Management Advisors in 2004 (later to become Harbour Bridge Wealth Management Advisors), he was a Vice President of Investments and a Certified Investment Management Consultant with UBS Wealth Management in New York, NY.

Tim is a graduate of Ithaca College, where he received his Bachelor’s Degree in finance and previously served on the Investment Advisory Board of the Real Time Fund of the Ithaca College School of Business. Most recently, Tim graduated from the PLD program at Harvard Business School as well as having completed his Financial Planning Certification through Farleigh Dickenson University in 2006.

In addition to serving clients,Tim serves as a Board Member and Trustee of the Summit Education Foundation.   He has previously served as a board member and trustee of the Overlook Foundation, The Dreyfuss Civics Initiative as well as having served on the alumni board of the Gill St. Bernard’s School in Gladstone, NJ. He also served on the executive committee of the Wealth Advisory Institute, a Washington, D.C. based non-profit organization dedicated to the continuous improvement of the professional standards in the financial services industry.

Tim has been engaged as a speaker and educator at both private and public companies in the area of investment planning, employee benefits and retirement planning. Tim currently holds the Series 7, 63, 65, 9 & 10 professional registrations as well as Life, Health & Accident Insurance registrations. Tim, his wife Jennifer and their four children live in Summit, NJ.

California Insurance License # 0D67760 Resident State: NJ

Daniel  brings over 39 years of financial services experience to Harbour Bridge Wealth Management Advisors, coming from Wells Fargo Advisors where he has been managing the financial affairs of families as a Vice President and Investment Officer of the firm.  He began an amazing career working on the futures business for Merrill Lynch, Pierce Fenner & Smith in the World Financial Center in New York City, where he eventually managed the Global Execution Desk.  

As the industry matured, and the Financial Advisory Sector began to develop, he chose to pursue a path helping executives with whom he worked on their own investment planning needs.  Upon leaving Merrill Lynch, he pursued an opportunity to begin a career as a Financial Advisor with AG Edwards working in the Metro NY Area.   During his time with AG Edwards, which was subsequently acquired by Wachovia Securities, and finally by Wells Fargo Advisors, he has developed a business working with affluent families helping prepare them for education, retirement, and charitable planning.  This path has helped  families transition wealth to the next generation, which has been a cornerstone and source of pride over the course of his career.

Throughout his time in financial services, Dan has been seen as a tremendous source of information for younger advisors and has been frequently asked to provide mentor and counsel to as they developed their own careers in the financial services industry.  Dan was a student at St. Josephs University in Philadelphia, which catalyzed his interest in math and finance.  Dan is a lifelong learner, and devotes quite a bit of time to his charitable interests such as Habitat for Humanity, Rebuild New York, The Red Cross and many local charities.  Dan also enjoys an active lifestyle with his family and friends and in his down time loves to be outdoors.

Liz joined Harbour Bridge Wealth Management Advisors in 2022. She has spent the better part of her 15-year career in customer service helping to build out the sales and client satisfaction team for Tiffany & Co.  Liz brings that enthusiasm to her role in helping to simplify the complexity within the lives of affluent families and to make things easier every day for those we serve. 

Liz was born and raised in New Jersey, where she currently resides with her husband, Chris who was her High School Sweetheart and their three amazing and outgoing boys that keep them busy all day, every day. Outside of the office, Liz loves spending time with her toes in the sand, camping and trying to keep up with the active lives of her three sons.

Kathleen is a Client Service Associate whose role is to provide operational and transactional support to enable a smooth onboarding experience for clients and ongoing relationship support to ensure client needs are met.

Kathleen originally worked with Prudential Securities, which was later acquired by Wachovia Securities and then became Wells Fargo Advisors. Kathleen joined Harbour Bridge Wealth Management Advisors in 2019. She is a lifelong NY Sports fan, lives in Garwood with her husband and is actively involved in her children's and grandchildren's lives.

Brandon brings over 20 years of experience in the financial services industry to Harbour Bridge Wealth Management Advisors, serving to help strengthen our communication and marketing plans, while also streamlining the organization as we grow through the addition of qualified and capable Financial Advisors.

Most recently, Brandon worked for Brighthouse Financial Services, where he served as a Life Insurance Specialist and helped run the Metro NYC Market beginning with the predecessor firm, MetLife for over ten years. Prior to that, he worked for HSBC Securities as an in-house resource for the firm’s family office and wealth management practices, while helping them build out their services team to grow in the US markets. Additionally, Brandon has experience with John Hancock, Merrill Lynch, and Equis Corporation.

Brandon brings a wealth of experience and pragmatic guidance to the practice in hopes of further simplifying the financial affairs of the families we serve. Outside of the office, Brandon is a husband and father who tries to keep up with his busy family while always trying to take time to continue his passion of music and art.

Sean brings over a decade of experience working for some of the premier firms in financial services to Harbour Bridge Wealth Management Advisors.  Sean began his career working for Bank of America, and then Morgan Stanley in the Greenwich, CT office, where he worked with affluent families in helping with wealth management and legacy philanthropic planning.  He was then offered an opportunity to join Wells Fargo Advisors, continuing his work in the Metro NYC Market, which is where he worked for the past six years helping to build out the Next Generation Advisor Program, while continuing to serve families that rely on him for prudent financial advice.

Throughout his time in financial services, Sean has been seen as a tremendous source of information for younger advisors and has been frequently asked to provide mentor and counsel as they developed their own careers in the financial services industry. 

Sean is an Eagle Scout and has pursued a career that helps exemplify the Scout Mission, “to always help other people at all times.”  Sean takes pride in giving his best to improve outcomes for families with which he works and has defined himself by always pushing to do more and provide support in everything he does.  Sean is a graduate of Wesleyan University and is actively involved in a number of youth and community charities.  Sean lives in Greenwich, CT and enjoys an active lifestyle to keep his mind and body in shape.

Jason began his career as a Financial Analyst with Goldman Sachs and later joined Morgan Stanley where he developed his fundamental investment knowledge.  From there, he joined AG Edwards, a predecessor firm of Wells Fargo Advisors, where he honed his team approach in providing personalized financial advice for individuals and families. It was in 2021 that he was offered an opportunity to join Harbour Bridge Wealth Management Advisors, which is affiliated with Wells Fargo Advisors Financial Network, to further expand his growing business while also leading the portfolio analytics and benchmarking group for Harbour Bridge Wealth Management Advisors.

Jason earned both a Bachelor of Engineering degree in mechanical engineering as well as a Master of Science degree in technology management from Stevens Institute of Technology.  In 2006, with an emphasis on continuing education, Jason earned the CFP® certification by completing an approved educational program, passing a rigorous examination, and having met stringent experience requirements.  His passion for learning doesn’t end there as he is also a Level II CFA Candidate.

Away from the office, Jason spends his free time with his wife Lubna and their two children Daniel and Kasandra.  You can find the family most weekends at a field where Jason coaches soccer and baseball.  He also serves as a board member for both the baseball and basketball programs in Springfield, where the family resides.

Gerard brings over 32 years of financial services experience to Harbour Bridge Wealth Management Advisors, coming from Wells Fargo Advisors where he has been managing the financial affairs of families as a Financial Advisor of the firm for over 17 years.

He initially began his career in financial services, working with Morgan Stanley Dean Witter and after 15  years pursued an opportunity as a Financial Advisor with AG Edwards working in the Metro NY Area.   During his time with AG Edwards, which was subsequently acquired by Wachovia Securities, and finally by Wells Fargo Advisors, he has developed a business working with affluent families helping prepare them for education, retirement, and charitable planning.  This path has helped  families transition wealth to the next generation, which has been a cornerstone and source of pride over the course of his career.

Throughout his time in financial services, Gerard has been seen as a tremendous source of information for younger advisors and has been frequently asked to provide mentor and counsel to as they developed their own careers in the financial services industry.  Gerard graduated from Saint Peters University in Jersey City, NJ, majoring in Business, which helped to develop his interest in math and finance.  Gerard is a lifelong learner, as is evidenced in his pursuit of industry specializations such as “Fundamental Choice Portfolio Manager”. 

Outside of the office, Gerard devotes quite a bit of time serving on his communities Zoning Board of Adjustment, as well as with his charitable interests in animal rescue and other local initiatives.  When not spending time with his family or golfing, Gerard can be found organizing wine tasting events which benefit local charities and give him the ability to celebrate his knowledge of wine.  

The Fundamental Choice program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size is $50,000.

Makyla Werner serves as an Operations Manager & Client Service Associate, whose role is to oversee the client experience within the practice, ensure complex needs are managed efficiently and premier service is provided to families who rely on us to help simplify their lives.

Makyla is a graduate of Arizona State University, where she received her Bachelors Degree in Communications and Media.  Makyla has been involved in the financial services business for 15 years during which time she has worked within client service, marketing, recruiting as well as serving as a Branch Manager for Bank of America in addition to overseeing a multi-branch acquisition within Wells Fargo Advisors Financial Network. 

While Makyla is an Arizona native, she most recently moved from Walnut Creek, California to New Jersey with her husband and two young children. Being the daughter of an educator, Makyla prides herself on helping others as well as helping in the community.   When she is not serving as the health and wellness director of our practice and balancing the competing demands of being a professional, a wife and fierce protector of her son and daughter, she also is actively involved in her children’s sports, as well as being a strong advocate for animal adoption.    Most recently she received an award for her support of “Home for Good Dogs”.  On weekends she can be found rooting for the Sun Devils as well as enjoying some quiet time with her cat.

My father passed away when I was 12 years old. My mother worked part-time before his death but had to secure full-time employment after his death. I watched her struggle to care for me and my brother after losing my father’s income. In that moment, I decided to use my love of math to help her with budgeting and discovering entrepreneurial ways of bringing in extra money. I then learned to sew from my mother, but I really improved my skills by taking home economics classes. My teacher was a tailor and taught me more advanced sewing techniques. At age 14, I started a dressmaking/tailoring business, and my brother started a landscaping service to earn money to help support the household. I maintained my dressmaking business while earning my undergraduate in Business Administration/Fashion Merchandising at Florida State University. During my junior year in college, I read an article about colleges encouraging women to go to graduate business school.

After graduating from FSU, I moved to Washington, D.C. to live with an older brother and attend graduate school. I started out paying my way, but I was fortunate enough to get a job with a corporation that offered tuition-reimbursement. The D.C. office was the lobbying arm of this corporation and my job was to gather information for my immediate boss and senior management to make presentations to legislators. It was then that I realized I had a knack for getting people to share important, relevant information with me. I continued to attend graduate school at night and on the weekends, and I was able to earn an MBA within the time period I had set for myself.

I moved to New York the following year seeking employment in the financial services industry. I wanted to be a financial advisor (also known as a stockbroker, in those days). My first job was doing strategic and financial forecasting for a bank, and even though this job was fulfilling to a point, there was something missing. I longed for the interpersonal interaction that allowed me the opportunity to help people solve financial challenges.

A friend informed me that the firm where she was employed was looking for financial advisors and she thought I should come for an interview. So I interviewed, and I was hired. Upon getting registered and doing the dreaded “cold calling,” I soon realized there was a better way of getting clients. I didn’t want to just push a product – I wanted to help people solve financial challenges. I contacted all the corporations in my area and offered to put on seminars about the importance of participating in their company’s 401(k) plan. One company took me up on the offer, and I built my business doing seminars on retirement planning.

For Jeffrey Yoanides, investing means a lot more than buying and selling stocks. Throughout his career in the financial services industry, Jeffrey has spent a lifetime investing in his clients and ensuring that he was always focused on continued innovation and education.  Jeffrey has always been seen as a leader in his field and offered his vast knowledge to anyone who asked for guidance or advice. 

His storied career began when he was the owner of several service stations and learned the true meaning of hard work, by living through the peaks and valleys of business ownership and many economic cycles.  Upon the successful sale of his business, he decided to pursue a new path and began an opportunity at A.G. Edwards as an investment professional. Many years later, AG Edwards was acquired by Wachovia Securities and then by Wells Fargo Advisors. Most recently,  Jeffrey ultimately made the decision to bring his lifetime of experience to Harbour Bridge Wealth Management Advisors, in order to further provide his clients with boutique quality service, while maintaining access to the vast resources of Wells Fargo and its affiliates.

‘Papou Jeffrey’ and his wife, Yia-Yia love their blended family, which consists of five adult children – Jill, Lynn, Jennifer, Irene & Nicholas – along with five grandchildren – Mikey, Ryan, Gabrielle, Julia and Alexa. The whole gang lives in New Jersey, which, as you can imagine, keeps them pretty busy! He also enjoys building model airplanes, traveling to Greece to see his extended family and can often be found playing guitar, electric bass, saxophone, or listening to jazz music.