Knight's Pledge Wealth Management

Putting my client’s best interests first, I work closely with each of them to help achieve their financial and investment goals. As part of that process, I create individualized wealth management strategies.

I have 30+ years of Financial Advisory experience. My career started at Merrill Lynch, followed by Wells Fargo Advisors and now I’m happy we’ve made the transition to Knight’s Pledge Wealth Management of Wells Fargo Advisors Financial Network.

I graduated from Northeastern University. In my spare time, I enjoy being active and involved in my community. I am a past president of East Brunswick, N.J. Chamber of Commerce.

Recognitions and Awards

Honored that our team, Knight’s Pledge Wealth Management, has been named a 2025 Forbes Best-in-State Wealth Management Team!*

Thirteen Time Recipient of the Five Star Wealth ManagerSM Award (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025)**

*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. No fee paid in association with award consideration or decision. View Award Disclosures

**The Five Star Wealth Manager award was issued on 12/01/24 by Five Star Professional (FSP) for the time period 03/13/24 through 10/7/24. No fee paid in association with award consideration or decision. 

Award was issued on 12/01/2023 by Five Star Professional (FSP) for the time period 03/13/2023 through 09/29/2023. 6516 New Jersey area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers.

Award issued on 12/1/2022 by Five Star Professional (FSP) for the time period 3/21/2022 through 10/18/2022. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers.

Award issued on 12/1/2021 by Five Star Professional (FSP) for the time period 4/12/2021 through 10/15/2021. 6,380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.

Award issued on 12-1-2020 by Five Star Professional (FSP) for the time period 3-30-2020 through 10-23-2020. 6123 New Jersey-area wealth managers were considered for the award; 459 (7 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2019 by Five Star Professional (FSP) for the time period 3-1-2019 through 10-16-2019. 6210 New Jersey-area wealth managers were considered for the award; 480 (8 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2018 by Five Star Professional (FSP) for the time period 3-21-2018 through 10-12-2018. 6097 New Jersey-area wealth managers were considered for the award; 477 (8 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2017 by Five Star Professional (FSP) for the time period 2-21-2017 through 10-12-2017. 4383 New Jersey-area wealth managers were considered for the award; 415 (9 % of candidates) were named Five Star Wealth Managers.

Award issued on 11-1-2016 by Five Star Professional (FSP) for the time period 2-25-2016 through 10-7-2016. 3868 New Jersey-area wealth managers were considered for the award; 664 (17 % of candidates) were named Five Star Wealth Managers.

Award issued on 11-1-2015 by Five Star Professional (FSP) for the time period 4-15-2015 through 10-16-2015. 4143 New Jersey-area wealth managers were considered for the award; 626 (15 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2014 by Five Star Professional (FSP) for the time period 4-15-2014 through 10-16-2014. 5063 New Jersey-area wealth managers were considered for the award; 672 (13 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2013 by Five Star Professional (FSP) for the time period 4-15-2013 through 10-16-2013. 3315 New Jersey-area wealth managers were considered for the award; 646 (19 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2012 by Five Star Professional (FSP) for the time period 4-15-2012 through 10-16-2012. 4049 New Jersey-area wealth managers were considered for the award; 733 (18 % of candidates) were named Five Star Wealth Managers.

 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MS, NC, NJ, NY, OK, PA, SC, TN, TX, UT, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.