Meet the Team

Mike strives to make every client feel like part of the family. He also works to treat his clients with the utmost care, listening attentively and rarely letting calls go to voice mail, often picking up within the first few rings. Clients appreciate his availability whenever they need advice or guidance on financial matters.

A graduate of Ithaca College with a passion for investing, Mike was drawn to the financial industry even before completing his education. He began his career at Quick & Reilly Inc./Banc of America, and now, over 20 years later, he serves as Managing Director-Investments at Wells Fargo Advisors. Mike helps individuals and multigenerational families plan for their financial futures and navigate the financial markets with steady guidance, ensuring they remain calm and invested during turbulent times. He helps reassure clients by reminding them of their investment goals and the importance of patience in achieving financial success.

Mike's dedication to client service has been highly acclaimed. He has received the Wells Fargo Advisors Platinum Council* distinction each year from 2009 to 2024.

Mike takes great pride in being a calming presence amid ever-changing market conditions and excels at building financial confidence in his clients. He remains at the helm, always available to shed light on his clients’ investment plans and goals. This dedication to service, combined with his extensive knowledge and skills, sets Mike apart.

At home in Montville, New Jersey, Mike enjoys fishing and spending time with his wife and three children. The family loves skiing and traveling together.

Joe Bruno embarked on his financial services career at CitiGroup in 1996 and transitioned to Wells Fargo Advisors in 2009. As a Senior Vice President – Investments and a Fundamental Choice Portfolio Manager, Joe specializes in helping individuals and families build wealth plans for retirement, develop retirement income strategies and create legacy plans for the future. With a steady hand on the wheel of wealth management, Joe adeptly navigates both potential opportunities for investment growth and the uncertainties of the financial markets.

A graduate of Marist College, Joe has benefited from the guidance of insightful mentors throughout his career. His approach is rooted in compassionate honesty, integrity, and sound advice. Joe is an attentive listener who works to understand each client's goals, tailoring personalized plans that meet their needs and offer clarity and reassurance during turbulent times. His methodology is far from a one-size-fits-all solution; instead, he crafts custom financial roadmaps that help guide his clients toward their financial dreams. Joe takes pride in equipping his clients with the tools, resources, and guidance necessary to navigate their financial journeys and live comfortably in retirement. He emphasizes that their financial destinations remain achievable by following their personalized plans. Joe's ability to make timely adjustments to his clients' plans has been a cornerstone of their success. As needs evolve, Joe works to remain a steadfast partner, continuously helping clients stay on course to achieve financial stability.

Joe, his wife Tina, and their daughter Francesca reside in Florham Park. During the winter, they enjoy skiing, and they also love traveling as a family.