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Stephen Laddy serves as the “Chief Strategist” for the team, leading investment management efforts and equity selection. He focuses on uncovering new investment opportunities and identifying unique or tactical market moves that have the potential to enhance portfolio returns.

Stephen is a Managing Director – Investments at Ever Star Wealth Management Group of Wells Fargo Advisors with over 30 years of experience delivering high-level, customized investment advice. As a PIM^® Portfolio Manager, he has met strict experience and knowledge standards and manages client portfolios on a discretionary basis, making investment decisions tailored to each client’s goals and risk tolerance. He also holds the prestigious Certified Portfolio Manager^® (CPM^®) designation, earned through Columbia University.

Stephen follows a disciplined, well-defined investment process and collaborates with a team of professional advisors to deliver comprehensive investment management plans. He understands that clients are at different life stages and creates personalized strategies to support their financial security and long-term success.

His strong sense of strategy and integrity is deeply rooted in his military background, having served as a Squad Leader in the United States Army Special Operations Command. A firm believer in community engagement, Stephen is active in local charities, school events, and coaching his children’s sports teams. He volunteers as a Military Veteran Mentor with American Corporate Partners.

Outside of work, Stephen is an avid outdoorsman and athlete who enjoys skiing, hiking, scuba diving, golfing, and traveling. He lives in New Jersey with his wife, Jennifer, and their three children: Matthew, Isabella, and Victoria.

Experience:
·       Wells Fargo Advisors, 2024

·       UBS Financial Services, 2014-2024

·       Morgan Stanley, 2006-2014

·       Bank of America, 1997-2006

John Serocke serves as the team’s “Chief Wealth Planner,” bringing a balanced approach to every client relationship. He focuses on uncovering financial needs, creating thoughtful strategies for the future, and actively managing portfolios with consistency, dedication, and follow-through.

As a Managing Director – Investments and PIM^® Portfolio Manager at Ever Star Wealth Management Group of Wells Fargo Advisors, John has more than 35 years in the financial services industry. He has built a career centered on helping clients pursue their most important financial goals. He specializes in complex wealth planning serving high-net-worth individuals and business owners who value an experienced, disciplined approach to wealth management.

Before beginning his advisory career, John worked at United Jersey Bank from 1990 to 1994 as a Branch Manager and Loan Officer. He transitioned into wealth management in 1994, joining Merrill Lynch as a Financial Advisor. Over the following two decades, he held leadership roles at top financial services firms, before joining Wells Fargo Advisors, where he continues to serve clients today.

John earned his bachelor’s degree from Iona University in New Rochelle, New York, after graduating from Bergen Catholic High School. His early interest in investing, compound interest, and helping people reach their financial goals motivated him to become an advisor—a profession he finds deeply rewarding. He particularly enjoys working closely with clients, staying actively engaged with the markets, and managing portfolios with diligence and precision.

Married to his wife, Claudine, for over 27 years, John is the proud father of their daughter, Catrina. Together, they have called Kinnelon, New Jersey, home for more than 25 years. Outside the office, John enjoys spending time at the beach, fishing, skiing, and pursuing his passion for automobiles.

Experience:
·       Wells Fargo Advisors, 2024

·       UBS Financial Services, 2024

·       Morgan Stanley, 2007-2014

·       Citigroup Global Markets, 1999-2007

·       Merrill Lynch, 1994-1999

Kelly Anne is a Senior Client Associate at Ever Star Wealth Management Group of Wells Fargo Advisors, bringing over 16 years of experience in the industry. Before entering financial services, Kelly Anne wore many hats. She was a stay-at-home mother of four daughters, a licensed Real Estate Agent, and even the owner of a self-service dog wash business. With a life defined by energy and adaptability, her current role—fast-paced and multifaceted—suits her perfectly.

As a Senior Client Associate, Kelly Anne plays a crucial role in helping to ensure that clients’ financial and operational needs are met with precision and care. She oversees the daily administration of accounts, including cash flow monitoring, account openings, client data updates, and account transfers. Her exceptional attention to detail, timeliness, and efficiency make her an invaluable member of the team. Clients consistently praise her patience, empathy, and professionalism, especially in challenging situations.

Outside the office, Kelly Anne and her husband, Joe, enjoy relaxing at their camping property in the Poconos with their two beloved pit bulls, River and Brooke. They love spending time outdoors—hiking, paddle boarding, biking, fishing, and more. The couple lives in Vernon, New Jersey, and cherishes time with their four grown daughters and grandchildren.

Experience:
·        Wells Fargo Advisors, 2024

·        UBS Financial Services, 2016-2024

·        Independent Advisory firm, 2009-2016