Meet Our Team

Mark Lippman

Private Wealth Financial Advisor
Managing Director - Investments

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Mark Lippman

^{Mark Lippman joined Prudential-Bache Securities, now Wells Fargo Advisors, in 1983 as a Financial Advisor. Mark helps affluent clients develop investment strategies in order to meet their financial needs, including retirement and estate planning. Mark has been in the Barron’s Top 1200 Advisors Ranking by State for years 2009 - 2025. Mark’s practice includes an investment committee which he leads, and presently manages in excess of $1.9 Billion.

Mark graduated from Rutgers College in New Jersey in 1979 with a B.A. in Economics. Mark’s resides between Longport, NJ, and Palm Beach Florida and Mark works out of the Linwood, NJ as well as the Avenue of Americas, NY offices and the Palm Beach office of Wells Fargo Advisors.

CA Insurance License 0F48312 Resident State FL

View Awards Disclosures}

2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. 2014 Barron’s Top 1,000 Financial Advisors: Awarded February 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013. 2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept. 2012. 2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011. 2011 Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept. 2010. 2010 Barron’s Top 1,000 Financial Advisors: Awarded February 2010; Data Compiled by Barron's based on the time period from Oct. 2008 - Sept. 2009. 2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008.

Private Wealth Financial Advisor
Managing Director - Investments

mark.lippman@wellsfargoadvisors.com

(609) 926-7829

Series 7
Series 65
Series 63

Rutgers College

Bryan Stein, CFP, CIMA

Managing Director - Investments
Senior Financial Advisor

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Bryan Stein

, CFP, CIMA

Bryan has been a Financial Advisor in the financial services industry since 1996. He joined Wells Fargo Advisors bringing with him his diverse experience from his time at OppenheimerFunds and BNY Mellon. He helps high net worth and ultra-high net worth individuals and families navigate the complex world of investments, banking and insurance. Through the process of identifying, evaluating and mitigating risks, Bryan helps create and implement customized financial solutions designed to meet specific objectives.

Bryan earned a B.S. in Finance from the University of Maryland in 1996. He lives in Voorhees, NJ with his wife and two children. Bryan is an avid golfer and ice hockey fan who also enjoys cooking. Unfortunately, he has learned to live with the pain of being a Baltimore Orioles fan for most of his life.

CA Insurance License 4212995 Resident State NJ

Managing Director - Investments
Senior Financial Advisor

Bryan.Stein@wellsfargoadvisors.com

(609) 926-7832

CFP, CIMA

Series 7
Series 65
Series 63

University of Maryland

4212995

Christopher Cobb

Private Wealth Financial Advisor
Managing Director - Investments

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Christopher Cobb

Chris has been a financial advisor with Wells Fargo Advisors since 2007, and prior to that was with Lebenthal and Company, before it was acquired by Merrill Lynch. Chris focuses on working with high net worth and ultra-high net worth individuals helping them address their portfolio needs in a tax and cost-efficient manner. Chris helps his clients build and maintain a tailored investment plan designed to help them achieve their goals both before and after retirement.

Chris graduated SUNY Cortland in 2003, majoring in Economics with a concentration in Finance. He is an avid tennis player and concert goer, and lives in Manhattan with his wife, Diana.

CA Insurance License Number: 0L74962. Resident State NY

Private Wealth Financial Advisor
Managing Director - Investments

christopher.cobb@wellsfargoadvisors.com

(212) 205-2956

Series 7
Series 66

SUNY Cortland

Justin Odell, CFP

Senior Financial Advisor
Senior VP - Investment Officer

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Justin Odell

, CFP

Justin Odell, Vice President - Investments, conducts portfolio reviews, including 401k plans, annuities and other retirement vehicles. Justin monitors and reviews market trends, develops and maintains portfolio models constructed of Mutual Funds and ETF’s.

Justin also provides access to lending services through Wells Fargo affiliates. Justin joined the firm in 2004 after previously working as a Financial Advisor at Merrill Lynch since 1997.

Justin became a CERTIFIED FINANCIAL PLANNER® professional in 2015. He graduated from Richard Stockton College with a B.A. in Finance, and resides in Egg Harbor Township, NJ with his wife and two children.

CA Insurance License Number: 0L10684. Resident State NJ

Senior Financial Advisor
Senior VP - Investment Officer

justin.odell@wellsfargoadvisors.com

(609) 926-7839

CFP

Series 7
Series 66

Richard Stockton College

Peter Perfetti, CFP

Senior Financial Advisor
Managing Director - Investments

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Peter Perfetti

, CFP

Peter joined Wells Fargo Advisors in 2006 after working at Morgan Stanley as a Wealth Management Analyst. As a financial advisor Peter works closely with clients to construct investment plans tailored to meet individual goals and objectives.

Peter has earned his CERTIFIED FINANCIAL PLANNER® practitioner designation and has a Master of Science Degree in Personal Financial Planning. Peter is a graduate of Rutgers University with a B.A. in Economics and is a member of the Alumni Association. Peter lives in Linwood, NJ with his wife and three daughters.

CA Insurance License Number: 0L10694. Resident State NJ

Senior Financial Advisor
Managing Director - Investments

peter.perfetti@wellsfargoadvisors.com

(609) 926-7818

CFP

Series 3
Series 31
Series 7
Series 65
Series 63

Rutgers University

0L10694

Steve Sinderbrand, FPQP

Managing Director - Investment Officer
Senior Financial Advisor

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Steve Sinderbrand

, FPQP

Steve has 34 years of experience in financial services, dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience – throughout major shifts in the markets – enables him to help his clients structure balanced portfolios to address their specific financial goals.

Steve entered the financial services industry in 1991, as a Financial Consultant with Merrill Lynch. In 2002, Steve joined UBS, continuing to grow his practice. In 2008, he moved his practice to Wells Fargo Advisors in New York City.

Steve earned a Bachelor’s Degree in Political Science from the University of Colorado, and a Juris Doctorate from Pepperdine University. School of Law. A Margate, NJ native, Steve divides his time between WFA offices in Linwood and Manhattan. Otherwise, spending quality time with family and friends or may be found on his boat

Contact

609-926-7820

Education

University of Colorado

Pepperdine University, School of Law

Managing Director - Investment Officer
Senior Financial Advisor

steve.sinderbrand@wellsfargoadvisors.com

(609) 926-7820

FPQP

Series 31
Series 7
Series 65
Series 63

University of Colorado
Pepperdine University, School of Law

Joseph Bancheri, CRPC

Senior Vice President - Investment Officer

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Joseph Bancheri

, CRPC

Joe brings over three decades of comprehensive expertise in financial management and investment advising. Having retired from a successful management role, he now dedicates his time to assisting clients in securing their financial legacies for future generations. A proud alumnus of Northeastern University, Joe’s academic and athletic prowess earned him a full scholarship, allowing him to excel not only in studies but also as a member of the nationally acclaimed rowing team. Beyond the financial world, Joe enjoys offshore fishing, golf and tennis, and spending time with his wife and three children.

Contact
609-926-7857

CA Insurance License #0C46166. Resident State NJ

Senior Vice President - Investment Officer

joseph.bancheri@wellsfargoadvisors.com

CRPC

0C46166

Robert Freed

Senior Financial Advisor
Managing Director - Investments

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Robert Freed

Robert Freed joined the firm in 2006 after having been with Smith Barney in Florida since 1991. Rob strives to help each of his clients plan for a financial future in a way that best meets his or her goals, whether they be retirement, savings for your children’s education, or wealth preservation.

Rob earned a B.A. in Finance from the University of Florida in 1988. Rob, his wife and three children live in Linwood, NJ, and Rob meets with clients in the Linwood, NJ, branch of Wells Fargo Advisors.

CA Insurance License Number: 0C34930. Resident State NJ

Senior Financial Advisor
Managing Director - Investments

robert.freed@wellsfargoadvisors.com

(609) 926-7849

Donna M. Perez

Senior Financial Advisor
Managing Director - Investments

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Donna M. Perez

Donna is securities registered as well as insurance licensed in over 40 states.

As a Financial Advisor within Wells Fargo Advisors, Donna believes that the team approach allows clients the assurance that there is always a registered representative available to answer any of their financial questions.

Donna and her husband, George, live in Vineland and enjoy spending time with their grandchildren. Donna believes that giving back to the community is very important. Donna is a Vineland Rotarian as well as a board member of the Cumberland County Economic & Development Board, and the Cumberland Cape Atlantic Y.M.C.A. In November of 2024, Donna was elected to the Vineland Public School Board of Education.

As a Financial Advisor, Donna’s mission is to help her clients make the most of their financial lives. From retirement planning to wealth preservation strategies to education savings for children or grandchildren, Donna can help you develop and implement smart investment plans around your goals and needs.

Donna has been in the financial industry since 1989. With extensive experience throughout major shifts in the markets, she has dedicated her career to delivering the personalized investment planning services her clients deserve. Donna joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2002 to take a team approach in providing personalized financial advice for individuals and families.

Senior Financial Advisor
Managing Director - Investments

donna.perez@wellsfargoadvisors.com

(856) 507-5564

4091421

Christine Cullen

Senior Vice President - Investment Officer

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Christine Cullen

Christine Cullen, a Financial Consultant with 31 years of experience in the industry, oversees all administrative functions for the Linwood Wealth Management Group of Wells Fargo Advisors. Christine develops procedures to enhance the overall experience of our clients and brings a superior work ethic and commitment to the practice that is invaluable to the team.

Christine join Prudential-Bache Securities, now Wells Fargo Advisors, in 1991 and by 1992 she was a fully registered Client Associate assisting Mark Lippman, Managing Director - Investments. In 1998 Christine moved on to management at the same branch after taking some time at home raising her family, and in 2008 she rejoined Mark’s group.

Christine resides in Manahawkin, NJ. In her spare time, she enjoys hiking, the beach, and spending time outdoors. She also enjoys spending time with her children and grandchildren.

CA Insurance License Number: 0L23184. Resident State NJ

Senior Vice President - Investment Officer

christine.cullen@wellsfargoadvisors.com

(609) 926-7809

Samuel Matlick

Senior Financial Advisor
Associate Vice President - Investments

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Samuel Matlick

Sam joined Wells Fargo Advisors in 2019 following his role as Head of Business Development at Analog Shift, a Manhattan-based wristwatch company. With a proven track record, he cultivated extensive industry relationships. Sam is passionate about investment planning and collaborates closely with clients to craft personalized investment strategies in order to help them reach their unique goals. He serves a diverse clientele which focuses on fostering connections with the next generation, including founders, business owners, influencers, and social media-driven entrepreneurs.

Sam holds a B.A. in Environmental Science from Hamilton College (2017) and completed a postgraduate year at Westminster School in Connecticut, after attending Mainland Regional High School in Linwood, NJ. Beyond his financial expertise, Sam is a nationally ranked competitive squash player and a dedicated vintage collectibles hobbyist. Residing on the upper east side of Manhattan, he brings a wealth of experience and a genuine enthusiasm for helping clients achieve financial success.

Contact: 212-205-2955

Education
Hamilton College

CA Insurance License #4256480 Resident State NY

Senior Financial Advisor
Associate Vice President - Investments

Samuel.Matlick@wellsfargoadvisors.com

Craig Koehmstedt

Senior Financial Advisor

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Craig Koehmstedt

Craig joined our team at Wells Fargo Advisors in October 2016 after working various roles at our home office in St. Louis for over three years. After graduating high school, Craig joined the United State Marine Corps and volunteered for the infantry where he was deployed on three occasions, twice to the Iraqi city of Ramadi and once to various locations in Southeast Asia. In 2011 Craig graduated from the University of Missouri with a BS in Business Administration and an emphasis in Finance and Banking.

Craig now resides in Stamford, CT, with his dog Stella. In his free time he enjoys exploring his new-found home and all it has to offer. On the weekends during the summer, fall and spring you can find him exploring the wilderness well outside the city limits.

CA Insurance License Number: 0L66821. Resident State CT

Senior Financial Advisor

craig.koehmstedt@wellsfargoadvisors.com

(212) 205-2959

Julie Lippman

Senior Financial Advisor
Senior Vice President - Investments

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Julie Lippman

Julie joined our team as a Financial Advisor in January 2017 and holds her FINRA Series 7 and 66 securities registrations as well as her Life, Health, and Variable Annuity Insurance licenses. Julie’s business focus is on Retirement Planning and she now serves in an important administrative and research role. She has more than ten years of experience in the financial services industry with outstanding organizational, analytical, and project management skills. While Julie is mainly based out of our New York City office, she occasionally works from our Linwood, NJ location.

Julie graduated from West Virginia University in 2012 with a B.S. degree in Advertising and Business. Julie grew up in Linwood, New Jersey and now resides in Manhattan. In her spare time, she enjoys traveling, hanging with her dogs, and spending time outdoors.

CA Insurance License #0L74922. Resident State NJ

Senior Financial Advisor
Senior Vice President - Investments

Julie.Lippman@wellsfargoadvisors.com

(609) 926-7806

Bobby Wieczorek

Assistant Vice President
Senior Registered Client Associate

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Bobby Wieczorek

Bobby joined our team as a Client Associate in January 2016. Prior to that, he worked at Wells Fargo Bank as a Service Manager for 7 years. Since joining our team, Bobby has passed FINRA Series 7, 9, 10 and 66 securities registrations and is now a Senior Registered Client Associate. He is also licensed for life and health insurance including variable annuities. Bobby’s focus is helping provide clients with consistent and personalized support and strives to make doing business with our team as easy as possible.

Bobby graduated from Rutgers University in 2008 with a B.A. in Arts, Cum Laude. Bobby is married and resides in Egg Harbor Township, New Jersey. When Bobby is not working, he enjoys cooking, traveling and being outdoors.

CA Insurance License #4258612. Resident State NJ

Assistant Vice President
Senior Registered Client Associate

robert.wieczorek@wellsfargoadvisors.com

(609) 926-7895

Series 7
Series 9
Series 10
Series 66

Rutgers University

4258612

Sherri Prescott

Financial Advisor

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Sherri Prescott

With over 10 years of experience in the financial industry, Sherri focuses on helping our clients plan for their future. From retirement accounts to new-found wealth, Sherri understands that each person’s financial health is unique to them and works with clients to create personalized investment plans. She is experienced in implementing these strategies and believes it’s best to start as early as possible.

Sherri’s career in finance started in 2011 in our Linwood, NJ office. She is security registered in multiple states including New Jersey, New York, Pennsylvania, and Florida and in addition to holding her Series 7, Series 63, and Series 65 she is licensed for life and health insurance including variable annuities. Sherri believes that the collaboration afforded by a team environment provides the highest level of expertise for our clients’ financial needs.

In Sherri’s time away from work, she resides in Egg Harbor Township with her three children and enjoys spending time working out, going to the beach, and baking.”

CA Insurance License Number: 4186712. Resident State NJ

Financial Advisor

sherri.prescott@wellsfargoadvisors.com

(856) 507-5561

Jeremy Markowitz

Senior Registered Client Associate
Assistant Vice President

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Jeremy Markowitz

Jeremy Markowitz is a seasoned financial professional with 18 years of experience in the industry. Based in New York City, he currently serves as a dedicated member of the Linwood Wealth Management Group. Jeremy’s journey began at Brooklyn College, where he graduated Summa Cum Laude with a BS in Business Management and Finance, laying a solid foundation for his successful career.

Throughout his tenure, Jeremy has honed his expertise in all aspects of administrative tasks showcasing his commitment to ensuring seamless operations for his clients. His business philosophy revolves around anticipating his clients’ needs before they arise and helping devise the simplest yet most effective strategies to achieve their financial goals.

Beyond his professional pursuit, Jeremy finds fulfillment in his role as a devoted husband and father of four. Residing in West Hempstead for the past eight years, he cherishes family time and actively contributes to his community. Jeremy’s dedication, coupled with his unwavering commitment to client satisfaction, distinguishes him as a trusted leader in the financial industry.

CA Insurance License #0K02488. Resident State NY

Senior Registered Client Associate
Assistant Vice President

jeremy.markowitz@wellsfargoadvisors.com

(212) 205-2960

Series 7
Series 9
Series 10
Series 66

Brooklyn College

0K02488

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Investment and Insurance Products are:

Not Insured by 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