A Team Made for the Remarkable

With more than 25 years’ experience in the financial industry, Andrew’s on a mission to help his clients maximize their wealth’s potential. He’s devoted to building a close, personal relationship with each investor, helping realize their goals and objectives with advice tailored specifically for their circumstances. Andrew’s comprehensive skills include investment planning, retirement preparation, wealth preservation, estate planning strategies and education savings. His collaborative approach encourages client involvement at every step as they work together to implement thoughtful strategies to help spark remarkable outcomes.

After reviewing multiple opportunities, Andrew and his team decided to pair their expertise with the incredible resources of Wells Fargo Advisors, including access to the Private Bank, the Commercial Bank and the Investment Bank, as well as Wealth Management. This move has led to an elevated experience for their high net-worth clients.

Away from the Office

Andrew is married to his high school sweetheart, and they have three children. He is a pillar in his community through his involvement in a variety of organizations, including the Valerie Fund, Wild Earth, Team Academy Charter School and several Jewish charities. Andrew also keeps active by playing basketball, hitting the slopes, links and pickleball court.

CA Insurance License Number: 4038034. Resident State [FL]

For more than 20 years, Todd has developed a reputation for delivering extensive investing strategies that are energized by his relationships with clients. His hallmark, detailed approach fosters the trust needed for providing insightful investment advice. Todd takes pride in understanding the distinct goals of individual investors and explaining the rationale for each investing plan he personalizes.

A Rutgers University alumnus, Todd now serves as Managing Director – Investments for the Margate Wealth Management Group of Wells Fargo Advisors — a practice with a heritage of helping guide clients towards sustained financial success. He continually enhances his skills by obtaining industry certificates and designations, always ready to better serve his clients, his team and anyone seeking direction for their wealth.

Away from the Office

Todd lives in Maplewood, New Jersey with his wife and four children. He gives back to his community through his involvement in charities including NJ Scholars, KSK and the WSP Foundation. During his down time, he enjoys exercising and reading. His favorite book? Shoe Dog by Phil Knight.

CA Insurance License Number: 4037727. Resident State [NJ]

Xavier is responsible for executing the vision of Margate Wealth Management: a vision of hyper-personalized service. To achieve this, he follows his passion for process, focusing on those minute details that can make all the difference in our clients’ experience.

His ability to anticipate needs, prioritize objectives and meet aggressive deadlines in a dynamic environment demonstrates a rare, well-rounded skillset that makes him a crucial asset for our team.

A magnetic communicator, Xavier also displays a keen analytical proficiency by collecting data to provide detailed reports that enhance investment strategies. He credits his 15-year tenure heading operations for iconic brands as key to his achievements in his current role. His knack for results-driven efficiencies that lead to corporate growth have proven invaluable as he has helped onboard billions of dollars in investible client assets, timely and seamlessly.

Outside the Office

Xavier has explored over 45 countries and makes an annual solo trip to a country where he doesn’t speak the native language. It allows him to step out of his comfort zone, embrace the unknown and enjoy all life can offer.

Ashley understands the details. She has been a key member of the Margate Wealth Management Group of Wells Fargo Advisors for over 2 decades and continues to make an impact among her peers and their clients. Her intensive market research, data collection and highly sophisticated level of trading experience helps her high-net-worth individuals and families make sound decisions on their investment journey.

The client’s priorities are her priorities. Her clients rely on her tireless work ethic to deliver an unmatched level of service. She has exceptional customer service skills and responds to her clients request quickly. She enjoys building a relationship with her clients and building trust by actively listening to her clients, comprehending their issues, and recommending solutions.

The Margate Wealth Management Group of Wells Fargo Advisors consist of professionals with some of the best tools and resources. Ashley can harness the resources and tools, along with market trends and detailed analytical reports in an effort to provide a seamless process for both her clients and team.

Outside of the Office

Ashley resides in Garden City, NY with her husband Josh and their two kids, Luke and Layton. She lives an active lifestyle, and when she is not keeping things moving in the office, she is playing tennis, traveling, relaxing on the beach, or enjoying a New York City Restaurant. She loves to volunteer in her community and help various nonprofits like Big Brothers, Big Sister, and has a soft spot for all animals. Her family is her world, and she loves being a mother in every aspect.

It is very noticeable that Brandon is on the right path because the fire inside him to help people consistently shines through each interaction. Growing up Brandon witnessed his father, (Andrew) and his uncle, (Todd) as financial advisors. He was always drawn to the industry and loved to see how they managed challenges with expertise and sensitivity. He knew that he wanted to pursue the financial advising path, and that fire inside continues to burn as he now collaborates with his father and uncle to provide the best service to his clients.

Brandon has the amazing opportunity to gain experience from the best and now backed by Wells Fargo Advisors resources, he can offer his clients with industry leading resources and advice.

His approach is simple, help clients reach their long-term investment goals for their life and their future generations. Brandon takes the time to understand his clients and builds trust with them and their families. He strives to alleviate the stress of planning and creates a tailored plan for his clients that home in on their goals and aspirations through each stage of life.

Brandon has a bachelor’s degree in business management from The Robert H. Smith School of Business at the University of Maryland. He has not stopped learning since and is a now a student of the market and continues to keep his mind sharp through extensive research. He pushes himself to steadily stay on top of industry trends and key research to better help his clients.

His motivation to succeed professionally trickles into his personal life too. He loves to stay fit and has completed a full marathon and three half marathons. He enjoys playing all types of sports and loves to stay active. Brandon also loves hiking and exploring all the beautiful national parks the country has to offer. One day, he plans to travel around the world and witness firsthand the diverse cultures and breathtaking views.

Brandon currently resides in the Flatiron district of New York City. In the community, Brandon is an avid supporter of the PALS Program, a nonprofit organization that creates immersive experiences for young adults with Down Syndrome and engages in several Jewish charities.

Emily is the glue that holds the team together. She strives to earn client’s trust by always doing what is right by them and helps her team harness new and existing relationships. Emily provides exceptional service to her client’s and supports them through their investment journey.

The Margate Wealth Management of Wells Fargo Advisors team understands their clients, their lifestyle, and their goals. She is constantly learning from her team and the industry and through perseverance and collaboration, she strives to always finds a solution that works for everyone.

Emily attended CUNY Lehman College and found a passion for the financial industry while working as a bank teller. Since then, she has been in the industry for over 10 years, helping the Margate Wealth Management Group of Wells Fargo Advisors. She loves to assist in all capacities and continues to broaden her knowledge within the industry to better serve her clients.

She was born and raised in New York City, and still calls the city home. In her free time, she loves trying new restaurants and traveling, and is a member of the Yelp Elite Squad frequently providing reviews and experiences. When she is not in the office, or trying the newest restaurant, you can find her staying active and listening to one of 2000 songs she has in her music library.

With a sharp eye for detail and a passion for the operational engine that drives wealth management, Julian brings curiosity, versatility and focus to his role as a Client Associate at Margate Wealth Management. A recent graduate of the NYU Leonard N. Stern School of Business, Julian is already making a meaningful impact, supporting his team through efficiency, insight and a strong sense of purpose.

A Foundation in Finance and Forward Momentum

Julian earned his Bachelor of Science in business with concentrations in finance and global business, graduating from NYU in May 2024. Prior to joining his current team, he gained valuable experience as an intern with another group within Wells Fargo Wealth & Investment Management, where he developed a keen interest in the behind-the-scenes processes that keep client service running smoothly.

His transition into a full-time role was a natural next step, fueled by his desire to not only understand financial strategy at a high level but also contribute to the day-to-day functions that allow clients to move forward with confidence. He finds satisfaction in seeing how small, precise actions add up to big-picture results—and thrives in environments where focus, adaptability and initiative are key.

A Learner’s Mindset and a Team Player’s Heart

Whether navigating account maintenance, supporting internal workflows or assisting with client service requests, Julian approaches each task with a mindset of continuous learning. His resourcefulness and willingness to jump into new challenges make him a valued team member, especially as he hones the skills essential to long-term success in the industry.

His background as a competitive athlete—playing water polo through college and competing in four Junior Olympics—has shaped his work ethic and sharpened his ability to collaborate, lead and stay composed under pressure.

Life Beyond the Office

Originally from Southern California, Julian was raised in a multicultural household by a Lebanese father and a Chinese-Filipino mother. Now living in Manhattan with his two brothers, he remains deeply connected to his roots.

An avid surfer, he seeks out the ocean whenever possible and can often be found on the basketball court at his local park.

Joey has a technical curiosity, analytical discipline and genuine client-focused energy. With a background grounded in information systems and data analytics, he offers a modern, detail-driven perspective that strengthens both the team’s operational capabilities and its client experience.

Originally from Westfield, New Jersey, Joey attended Syracuse University, where he studied Information Technology Systems with a concentration in Data Analytics. After graduation, he began his professional career in Technology Assurance at KPMG, where he spent over three years taking on increasingly complex engagements. His work across IT risk, controls, and audit support helped him develop a strong foundation in problem-solving, systems thinking and the ability to turn technical findings into clear, actionable insights.

During his time at KPMG, Joey discovered that what he enjoyed most was the client interaction—building relationships, answering questions and helping people understand complicated information.

That skillset now translates naturally into his work with Margate Wealth Management Group of Wells Fargo Advisors, where he combines analytical capability with a personable, approachable style. He also brings deep familiarity with tools like Alteryx, a data-compiling platform he loves for its puzzle-like challenges and satisfying process of building solutions from scratch.

Joey prides himself on being someone others can rely on—steady, reliable and committed to growth. He strives to bring that mindset to every task, whether he’s navigating new software, supporting client needs, or learning the intricacies of the advisory business.

Outside of work, Joey enjoys spending time with his family and his close-knit group of friends. An avid football fan, he rarely misses a Philadelphia Eagles game—win or lose. He also plays in a recreational basketball league and enjoys skiing and weightlifting.