*2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23-9/30/24 (Source: Forbes.com). View Award Disclosure
Mission Statement
As a long time, trusted and experienced Certified Financial Planner® Professional and Chartered Retirement Plan Consultant, my mission is to empower families and individuals with the confidence and tools to achieve financial independence through careful and ongoing investment planning. I am committed to delivering tailored investment strategies, fostering long term partnerships, and providing unwavering support through every stage of life.
Erin L. Zawisza
- CFP
- CRPC
- CRPS
- QPFC
- Managing Director - Investments
- Financial Advisor
- Qualified Plan Financial Consultant
With over 23 years of experience, Erin Zawisza joined Wells Fargo Advisors as a Managing Director- Investments. She earned her degree in Economics from Rutgers University in New Brunswick, NJ with a concentration in Psychology. Prior to joining Wells Fargo Advisors, Erin was a Senior Vice President and Wealth Management Advisor at Merrill Lynch for 21 years. She is a CERTIFIED FINANCIAL PLANNER® professional, a certification awarded by the Certified Financial Planning Board of Standards, Inc. She holds the Certified Retirement Planning Counselor® designation as well as the Chartered Retirement Planning Specialist® both designations awarded by the College of Financial Planning. Erin is also a Qualified Plan Financial Consultant. Erin is also a licensed Insurance producer practicing in NJ and NY. Erin was named to the Forbes Best-In-State Wealth Advisors in 2020 – 2022. She was also named to the Forbes Top Women Wealth Advisors Best-In-State in 2022 and 2025, and the Forbes Top Women Wealth Advisors in 2020 and 2021. She also named on the Working Mother’s Top Wealth Advisor Moms list in 2020 and 2021.
As a Financial Advisor, Erin strives to identify, plan for, and develop strategies to achieve long term wealth management goals for her clientele. She is committed to providing her clients with outstanding personal service. Erin employs a disciplined process that includes a detailed evaluation of her client’s investment goals and risk tolerance in order to provide them with customized, planned-based investment strategies. Erin is dedicated to delivering to her clientele an enjoyable and highly effective wealth management experience. Her specialties include wealth management, retirement planning, and insurance. Erin relocated from Short Hills, NJ in July 2009 to Wall Township, NJ where she lives with her husband Tom and two sons Thomas and Robert. The family is deeply involved in their community and the boys both earned their Eagle Scout in Nov 2024 at ages 14 and 15 years old. Erin is registered to do business in NJ, NY, CA, GA, MD, MA, NC, OH, SC, TN, VA, VT
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19.
2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com).
2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19.
2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Workingmother.com). 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20.
View Award Disclosures
As a Financial Advisor, Erin strives to identify, plan for, and develop strategies to achieve long term wealth management goals for her clientele. She is committed to providing her clients with outstanding personal service. Erin employs a disciplined process that includes a detailed evaluation of her client’s investment goals and risk tolerance in order to provide them with customized, planned-based investment strategies. Erin is dedicated to delivering to her clientele an enjoyable and highly effective wealth management experience. Her specialties include wealth management, retirement planning, and insurance. Erin relocated from Short Hills, NJ in July 2009 to Wall Township, NJ where she lives with her husband Tom and two sons Thomas and Robert. The family is deeply involved in their community and the boys both earned their Eagle Scout in Nov 2024 at ages 14 and 15 years old. Erin is registered to do business in NJ, NY, CA, GA, MD, MA, NC, OH, SC, TN, VA, VT
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19.
2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com).
2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19.
2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Workingmother.com). 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20.
View Award Disclosures
Contact
Stuart Sakosits
First Vice President
Senior Private Client Advisor
My perspective for managing client expectations and goals is represented in my attention to their needs. I utilize all aspects of the financial industry, including providing clients with risk management strategies and I can provide access to trust, lending and banking services through Wells Fargo affiliates. I bring a wealth of experience as a Financial Advisor at Wells Fargo Advisors.
After graduating college, I joined the US Army and spent a year in Vietnam – 6 months as an infantry Point Man and 6 months in a Psychological Warfare & Civic Action unit in the First Infantry Division. I came home as part of the honor guard upon being withdrawn. I was awarded 3 Bronze Stars and a Purple Heart among many other medals.
Upon leaving the service, I began my career in the Financial Service Industry, beginning in the Compliance Department, which gave me a background in seeing the possible pitfalls in dealing with client’s wealth and aspirations. Upon moving to the Financial Advisor side of the business, I brought a wealth of knowledge of financial products that has served my clients well. All this was geared to meeting my client’s goals and investment objectives. Previously the branch manager for the Spring Lake, NJ office, I stepped down on April 1, 2019, enabling me to spend more time focusing on my clients.
I previously served as a Goodwill Industries of NY & NJ Board Member for 23 years, Defiance College Board Member for 25 years, 2 years as Chairman, Baseball Coach for 6 years and Merchant Marines for 6 months. My hobbies include woodworking, gardening and travel.
This information is intended for use by residents of AZ, FL, GA, MA, MD, NJ, NY, OH, PA, SC, and VA only.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Senior Private Client Advisor
My perspective for managing client expectations and goals is represented in my attention to their needs. I utilize all aspects of the financial industry, including providing clients with risk management strategies and I can provide access to trust, lending and banking services through Wells Fargo affiliates. I bring a wealth of experience as a Financial Advisor at Wells Fargo Advisors.
After graduating college, I joined the US Army and spent a year in Vietnam – 6 months as an infantry Point Man and 6 months in a Psychological Warfare & Civic Action unit in the First Infantry Division. I came home as part of the honor guard upon being withdrawn. I was awarded 3 Bronze Stars and a Purple Heart among many other medals.
Upon leaving the service, I began my career in the Financial Service Industry, beginning in the Compliance Department, which gave me a background in seeing the possible pitfalls in dealing with client’s wealth and aspirations. Upon moving to the Financial Advisor side of the business, I brought a wealth of knowledge of financial products that has served my clients well. All this was geared to meeting my client’s goals and investment objectives. Previously the branch manager for the Spring Lake, NJ office, I stepped down on April 1, 2019, enabling me to spend more time focusing on my clients.
I previously served as a Goodwill Industries of NY & NJ Board Member for 23 years, Defiance College Board Member for 25 years, 2 years as Chairman, Baseball Coach for 6 years and Merchant Marines for 6 months. My hobbies include woodworking, gardening and travel.
This information is intended for use by residents of AZ, FL, GA, MA, MD, NJ, NY, OH, PA, SC, and VA only.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Donnamarie Petrucelli
- Client Associate
Donnamarie Petrucelli began her career in 1992 as an administrative assistant for an insurance broker in New York City. In 1995, she earned her insurance license and was able to assist clients with their life, health, and disability insurance needs for over 25 years. She then worked for the Diocese of Metuchen as an executive assistant. Donnamarie joined Wells Fargo Advisors in May 2023 as a Client Associate, a role in which she is responsible for all day-to-day account administration and operations for the team’s clients.
Donnamarie was born in New Jersey but was raised in Lancaster County, Pennsylvania. She received her Bachelor of Arts in English from Syracuse University and her Master of Science in Human Resources Management from Rutgers University. She and her husband, Lenny currently live in Woodbridge and enjoy travelling, going to concerts and spending time with family and friends.
Donnamarie was born in New Jersey but was raised in Lancaster County, Pennsylvania. She received her Bachelor of Arts in English from Syracuse University and her Master of Science in Human Resources Management from Rutgers University. She and her husband, Lenny currently live in Woodbridge and enjoy travelling, going to concerts and spending time with family and friends.
