“We deliver a full range of investment planning strategies aimed at addressing your unique needs so that you can feel confident that you are on target to meet your goals.”

How Mark can help you
Mark Naso joined Wells Fargo Advisors in 2016 and is a Managing Director-Investments and Private Wealth Financial Advisor in Greenwich, Connecticut. Through a highly customized process, he helps clients develop and implement investment strategies for building wealth and realizing their goals.

What makes him knowledgeable
After a successful career that took him from the U.S. Navy to commercial airlines and then the aerospace defense sector, Mark entered the financial services industry in 2010 at Credit Suisse. He was a Private Banking Relationship Manager, managing assets for individuals, trusts, retirement plans, charitable organizations and businesses in the same capacity. He earned his CERTIFIED FINANCIAL PLANNER^® certification in 2011 and incorporates detailed planning in client engagements.

Mark values education and discipline. He earned his Bachelor of Science degree in Optical Engineering from University of Rochester while a member of the NROTC program. After college, he served as a Navy FA-18 pilot, which included two combat deployments to the Persian Gulf. He was awarded the Air Medal (2 Strike Flight awards) for combat missions over Southern Iraq and has over 300 carrier landings. He graduated from the Navy Fighter Weapons School (TOPGUN) and was designated a Strike Fighter Tactics Instructor. After the Navy, Mark was an American Airlines pilot for six years. From there, he worked in business development for Lockheed Martin and earned his MBA from The Wharton School at University of Pennsylvania.

Getting to know Mark
Mark lives in Stamford, Connecticut, and is the father of two girls, Maggie and Kerry. Mark serves on the Board of Trustees of Founding Forward, a national non-profit organization focused on education toward good citizenship and patriotism. In his free time, he enjoys golf, triathlons and home improvement projects.


Forbes Best-In-State Wealth Advisor 2023¹, 2024<sup>2

1</sup>2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by Forbes based on the time period from June 2021 – June 2022 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors ratings are based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

²2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by Forbes based on the time period from June 2022 - June 2023 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors ratings are based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

“We are honored and humbled to be trusted partners in your financial lives and also stewards of your financial hopes, dreams and legacy.”

How Adam can help you
For more than 20 years, Adam has been privileged to serve as a financial advisor for families, individuals and institutions. His true passion is engaging with clients who have worked hard their entire lives to create wealth and helping them preserve and efficiently grow those assets. By identifying financial objectives and prioritizing goals, he creates a strategic plan uniquely designed to help build, manage, preserve, and transferwealth to the next generation.

What makes him knowledgeable
Adam began his career in late 2002, with Putnam Trust, a division of The Bank of New York. He held that position for four years before joining Wells Fargo Advisors to offer a more comprehensive suite of investment and planning solutions. Adam Focuses on the full cycle of wealth management, including accumulation, preservation, and distribution of assets. He is a CERTIFIED FINANCIAL PLANNER^® professional and believes in helping clients map out their long-term financial goals prior to making any investment recommendations. He is also a Certified Divorce Financial Analyst (CDFA).

Getting to know Adam
Away from the office, Adam enjoys spending time with his wife, Amanda, and their two daughters, Sophie Kate and Eva Madelyn. Adam and Amanda were married on Block Island in 2009 and now live in Darien, Connecticut. He enjoys boating, fishing, the culinary arts, Boston College football and time with his family and their adorable Cavalier, Jax. Adam is an honorary board member of the The Community Fund of Darien, for which he also serves as chairman of the investment committee and sits as a member of the audit committee.


Forbes Best-In-State Wealth Advisor 2020¹, 2024<sup>2

1</sup>2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source:Forbes.com).

²2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by Forbes based on the time period from June 2022 - June 2023 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors ratings are based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

“My goal is to not just meet your expectations but to exceed them.”

How Mary can help you

Mary is a Senior Registered Client Associate who has enjoyed working for over 23 years in the financial services industry, providing excellent service to clients. She has fantastic communication skills, works hard on behalf of all our clients and is attuned to listening to and resolving their concerns and needs.

What makes her knowledgeable              

Mary began her career with Northwestern Mutual and continued to gain her robust knowledge of various investment products from her time with Morgan Stanley Smith Barney and an independent RIA firm. She holds her life and health insurance licenses as well as her 7 and 66 registrations from the Financial Industry Regulatory Authority (FINRA). A skillful problem-solver, Mary is a tremendous resource to access potential solutions for each situation, and you can feel confident in contacting Mary with any issues or concerns.

Getting to know Mary            

Until her recent move to Trumbull, Connecticut, Mary was a lifetime resident of Fairfield, Connecticut. Mary enjoys spending time on her lake with family and friends and her Frenchie, Rocco. She also likes traveling, spending time outdoors, hiking, biking and watching college football and basketball with a good glass of wine.

"Exceptional client service is our priority.”

 

How Terry can help you

Clients who work with Terry know they can count on him to process requests in a timely and accurate manner. One of Terry’s strengths is his ability to listen to clients and hear what they are looking to achieve. Having a strong attention to details allows Terry to have streamlined communications and executions, which saves everyone precious time.

 

What makes him knowledgeable

Having been in the financial industry for more than 35 years has provided Terry extensive knowledge of markets, investments and operational elements. Throughout his career, Terry has continued to add registrations, now holding FINRA Series 7, 63, 66 registrations, as well as supervisory registrations 9, 10 and 24. Terry also holds life and health insurance license, which help with understanding annuities.

 

Getting to know Terry

Away from the office, Terry enjoys spending time with his wife, Lisa, and their two daughters, Lucy and Cassidy, and their son, T.J.. Terry and Lisa have been married for 27 years and recently moved from Darien, Connecticut, where they lived for 20 years, to North Stamford, Connecticut. Terry is an active member of the Ancient Order of Hibernians in Stamford, Connecticut, and is a board member of the Hibernian Association in Stamford. When not helping at the Hibernian Hall, Terry enjoys landscaping and skiing.