Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Craig Friedman
Managing Director
Chartered Retirement Planning Counselor℠
Email Address
craig.friedman@wellsfargoadvisors.comPhone Number
(212) 205-2925
David Gross
Senior Vice President - Investment Officer
CERTIFIED FINANCIAL PLANNER™
Email Address
david.gross@wellsfargoadvisors.comPhone Number
(212) 273-7040
Jay Richman
Senior Vice President - Investment Officer
Email Address
jay.richman@wellsfargoadvisors.comPhone Number
(212) 273-7017Gina Castagliola
Registered Client Associate
Email Address
gina.castagliola@wellsfargoadvisors.comPhone Number
(212) 205-2862Supriya Deosaran
Client Associate
Email Address
supriya.deosaran@wellsfargoadvisors.comPhone Number
(917) 351-2156.jpg)
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.