Jack Wiener
- Partner
- Managing Principal
Jack Wiener, the founder of Florham Park Wealth Advisors, has helped clients build wealth and manage their financial future for more than four decades. After graduating from Rider University with a degree in Finance, Jack began his career as an advisor focusing on the fixed income market. He soon realized the high-net-worth client he was attracting needed more than a product – they needed a plan and a wealth advisor to guide them for the long term.
Believing he could service his clients more effectively, Jack opened Florham Park Wealth Advisors to serve as a trusted advisor for a select number of high-net-worth families. He has been Series 7 securities registered since 1983 and Series 24 principal registered since 2013. In his community, Jack is an active member of Centercourt Tennis Club where he plays several mornings a week. He also enjoys cooking and spending time with his two adult daughters, and their dog McKenzie.
Believing he could service his clients more effectively, Jack opened Florham Park Wealth Advisors to serve as a trusted advisor for a select number of high-net-worth families. He has been Series 7 securities registered since 1983 and Series 24 principal registered since 2013. In his community, Jack is an active member of Centercourt Tennis Club where he plays several mornings a week. He also enjoys cooking and spending time with his two adult daughters, and their dog McKenzie.
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Education
- Rider University
Kate Morrison
- Branch Administrator
Kate is the Branch Administrator for Florham Park Wealth Advisors, where she supports Jack Wiener and his clients. As Jack is the Managing Principal, Kate is also responsible for maintaining all compliance records for the branch. Kate’s role is to make all of Jack’s clients’ experiences as pleasant and seamless as possible.
Prior to joining Florham Park Wealth Advisors, Kate spent twelve years as the Administrative Manager with the Doris Duke Charitable Foundation in Hillsborough, NJ, and New York City. Kate has several years of Human Resources, Administration, and Project Management experience across both non-profit and for-profit industries.
Kate attended Fairfield University in Connecticut where she earned her Bachelor’s Degree with a major in Communications. She also earned a Master's Degree in Organizational Psychology from Teacher’s College, Columbia University.
When she is not in the office, Kate can either be found at her sons’ soccer games, walking the family dog, volunteering with the Fortnightly Club in Summit, or relaxing at home. She lives in New Providence, NJ with her two sons.
Prior to joining Florham Park Wealth Advisors, Kate spent twelve years as the Administrative Manager with the Doris Duke Charitable Foundation in Hillsborough, NJ, and New York City. Kate has several years of Human Resources, Administration, and Project Management experience across both non-profit and for-profit industries.
Kate attended Fairfield University in Connecticut where she earned her Bachelor’s Degree with a major in Communications. She also earned a Master's Degree in Organizational Psychology from Teacher’s College, Columbia University.
When she is not in the office, Kate can either be found at her sons’ soccer games, walking the family dog, volunteering with the Fortnightly Club in Summit, or relaxing at home. She lives in New Providence, NJ with her two sons.