The DeMattia Group

Alan is currently the lead advisor on a 7-member team managing over $360 million in client assets as of 12/29/2023. Over his 35-year career, Alan has been privileged to have worked at many of the elite brokerage firms. His career started in college, where he worked for Smith Barney at its Park Avenue office. Upon graduation from Pace University in Westchester NY, Alan took a job with a boutique firm Kidder Peabody. After 5 years Alan would move to the Wall Street titans Merrill Lynch and Morgan Stanley. He hit his stride, however, at Wells Fargo Advisors, is where he assembled his present team. During that period, he was a regular on the Platinum Council (top 10% of advisors at the firm) in 2019, 2021, 2022 and 2023. Most recently, his team was awarded Best in State Wealth Management Teams in both 2023 and 2024, by the prestigious Forbes magazine. When the opportunity arose, Alan and his team moved into Wells Fargo’s independent brokerage unit, Wells Fargo Advisors Financial Network. There he was reunited with long time Merrill Lynch colleague, Dennis Hall, Partner/Portfolio Manager, of Florham Park Wealth Advisors Financial Network.
              
Outside of business, Alan and his wife, Sandra, live in Little Falls, with their Maltese, Lucia, and their singer/songwriter daughter, Alexandra. When Alan is not reviewing client portfolios, you can find him at the gym, as he is an avid weight trainer. Alan also enjoys music and fine dining. Alan and his team are excited about the next chapter of our story owning our own practice.

 

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Forbes.com. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. [FEE DISCLOSURE, if applicable (see Sec. 13.16.1) The Forbes Best-in-State Wealth Management Teams 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. Source: Forbes.com. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21-3/31/22. [FEE DISCLOSURE, if applicable (see Sec. 13.16.1)].

With 19 years of insights and knowledge gained from helping to manage assets for individuals, families, and small businesses.  Joe’s capital markets and wealth management acumen extend across varied economic environments and market cycles. He has successfully supported and guided affluent clients in determining and achieving their definition of financial success.

Joe’s financial services career began in 2005 with RBC Capital, he also spent time with both Morgan Stanley and UBS Financial prior to the Wells Fargo affiliation with the DeMattia Group. Joe is proud to say that DeMattia  Group  was selected for the Forbes Best-in-State Wealth Management Teams in 2023 and 2024 in New Jersey. 

Joe holds the FINRA series 7, 66, 31 registrations and the Life and Health Insurance licenses.   Additionally, he has obtained the Certified Retirement Planning Counselor (CRPC®) designation and spearheads the client financial planning process for the group. Away from the office, he enjoys time with family and friends, travel, golf and meteorology. 

Presently, living in Little Falls, NJ with his wife Elizabeth, they have raised two children, Gina and Alexa. We are honored to say that Alexa has established a non-profit organization, Backpacks for Life, which supports war veterans. 

Wells Fargo which traces its roots to 1879, grew over the years through mergers with some  of the industry's most respected regional and national firms. Our predecessor firms were known for exceptional service based on trust and knowledge and for cultures that put client needs above all else. 

Joe’s goal is to continue that tradition.

*Wells Fargo Advisors Financial Network is not a legal or tax advisor.

Source: Forbes.com. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. [FEE DISCLOSURE, if applicable (see Sec. 13.16.1) The Forbes Best-in-State Wealth Management Teams 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. 

Michelle Garcia has been in the financial services for over 25 years. She originally trained as a receptionist with JB Hanauer in 1997 and then transitioned to Assistant Sales Associate. Upon gaining more experience she became a Sales Associate and transitioned to RBC Wealth Management upon their acquisition of JB Hanauer in March 2007.

In December 2010, Michelle transitioned to Wells Fargo Advisors to provide service support for a team of financial advisors. Currently, Michelle’s responsibilities include maintaining the administrative and operational requirements for clients with the De Mattia Group. Michelle has been with the group for over 10 years and provides exceptional client service in a courteous, professional manner.

Outside of work, Michelle enjoys spending time with her children and grandchildren. She enjoys family vacations and spending time with her husband of 37 years, Salvador. She is proud to say that Sal is a military veteran who served in the United States Marine Corps for 21 years.

Gloria has been in the financial services industry for over 20 years. She originally trained as a Financial Advisor at Solomon Smith Barney and transitioned to Wachovia Securities that became Wells Fargo Advisors. In addition to her investment experience, Gloria has a wide range of operational and administrative experience. She strives to gain a deep understanding of each client’s goals and objectives to provide a superior service experience.

Outside of work, Gloria enjoys a fulfilling personal life living in Morristown with her husband Louis. She is committed to maintaining a healthy lifestyle, which includes regular fitness training and a focus on nutrition. On weekends, Gloria cherishes spending time with her children and grandchildren, creating lasting memories together.

Francis has always listened to his client’s needs as to how much risk they want to assume to reach their goals, also Francis has put his clients in a position of flexibility to help meet their financial needs in their everyday life.

Francis started his career in the financial service industry working for a Municipal Bond Firm. Francis as time progressed moved to a full-service Investment Firm. He now has access to all the products in the financial advisory industry, Francis was with Wells Fargo Advisors for over 20 years. Prior to entering the financial field Francis received his Bachelor of Science degree from Kutztown University

Away from the office

Francis has resided in New Jersey his whole life, away from the office Francis is involved in many community sports and other activities, and, he is a volunteer fireman where he lives.

Michael brings a wealth of experience to the financial services sector, transitioning from a distinguished career in law enforcement where he rose to the rank of Detective/Lieutenant. His background includes supervising the Detective Bureau, managing grants, and serving as President of his local union.

A dedicated professional, Michael prioritizes achieving the objectives of all involved parties. He is known for his attentive listening skills, perseverance, and commitment to seeing tasks through to successful completion. Understanding the value of teamwork, Michael emphasizes collaboration to achieve success.

Outside of work, Michael cherishes spending time with his family - his wife, Patricia, daughter Jovanna, and son Jayden. Actively involved in his community, he has served as a Trustee for the Board of Education and currently serves as a Township Councilman. Additionally, Michael contributes to the community by coaching youth sports.

In his leisure time, Michael enjoys activities like going to the gym, watching sports, and dining out with his wife. He is a well-rounded professional with a strong commitment to both his career and community involvement.