Andrew’s goal is to help his clients make the most of their financial lives. He believes in building a close personal relationship with his clients, helping match their goals and objectives with expert investment advice. He enjoys helping his clients with investment planning, preparing for retirement, wealth preservation, and estate planning strategies to education savings for children or grandchildren. His hands-on approach allows his clients to be involved through each step, as he develops, and implements smart financial and investment strategies around their goals and needs together.

As a 25-year veteran of the financial services industry, Andrew holds a bachelor’s degree in Economics/Finance from Rutgers University. Andrew could not be more excited to bring the Margate Wealth Management Group to Wells Fargo Advisors. After reviewing multiple opportunities, Andrew and his team decided that bringing their high-net-worth expertise, alongside incredible resources would be an incredible opportunity for their clients. Being a flat organization allowed them to provide their clients access Wells Fargo Affiliates including The Private Bank, the Commercial Bank, and the Investment Bank, as well as Wealth Management. It has become more important than ever to be able to have a large bank to help your clients’ many needs.

Away from the office:

Andrew gives back to the community through his involvement with a variety of charities including the Valerie Fund, Wild Earth, Team Academy Charter School, and several Jewish charities. He is married to his high school sweetheart and have 3 children. Andrew also enjoys playing basketball, skiing, golf, and pickle ball.

With over 20 years in the financial industry, it is safe to say he knows what he is doing. He loves his job and thrives on the interactions and relationships he builds with clients. He is detailed in everything he does and builds trust among his clients to provide key insights and advice. Todd takes a comprehensive approach with his clients, making sure they understand each component and piece that goes into their investment plan. He understands that everyone is different and collaborates closely with his clients to create a plan tailored to their goals and needs. His goal is to help his clients make the most of their investment lives.

Todd holds a bachelor’s degree from Rutgers University. Now a Managing Director-Investments with the Margate Wealth management Group of Wells Fargo Advisors, he is proud to work for a company with a heritage of helping clients succeed financially. Todd continually pushes himself to obtain certificates and designations in the industry all to better serve his clients, and loves to share his knowledge to the community, his team, and those who seek advice.

In the community:

Todd enjoys spending time with his wife, and their four children in Maplewood, NJ. He actively gives back to the community through his involvement in charities like NJ Scholars, KSK, and WSP Foundation. During his down time, he enjoys reading, exercising, and helping in the community. If you are looking for a terrific book recommendation, his favorite is Shoe Dog by Phil Knight.

He always welcomes the chance to discuss your ideas, concerns, and questions, and hopes his clients and potential clients see the value of working with him to pursues their investment goals.

Heather understands balance. As a single mother of two, she has mastered the work/life balance and can relate to many individuals, especially the female side of Margate Wealth Management’s client base. She enjoys helping women navigate their financial independence and decision making for their life, their children, and their legacy.

She truly gets to know her clients on a personal and professional level. She strives for her clients to understand their finances and encourages them to ask questions, provide feedback and discuss ideas. Heather does not want to tell her clients what to do, she wants them to feel capable, knowledgeable, and confident. She achieves this by building a relationship, establishes trust, then works together to create a unique plan tailored to that client.

As a Financial Advisor, her goal is to help her clients make the most of their financial lives. From retirement to wealth preservation, to education savings for children or grandchildren, Heather can help develop and implement smart financial and investment strategies around their goals and needs.

Currently, Heather is the Managing Director – Investments with the Margate Wealth Management Group of Wells Fargo Advisors and is proud to work for a company with a heritage of helping clients succeed financially. She graduated from Arizona State University with a Bachelor of Arts and received her MBA from American Graduate School of International Management. She constantly pushes herself to obtain certificates and awards, all to better serve her clients.

Outside of the office:

Heather lives in New York City with her two children. As a former Olympic level gymnast, and 3-time National Team member, Heather enjoys staying active by running, traveling, and going on long walks in Central Park with their family dog. She is also an active member in the community through her involvement through a variety of charities including the Special Olympics, and Part of the Solution (POTS), and is a current National Board Member for Careers Through Culinary Arts (C-CAP).

Matt has too many great traits to mention. His ability to relate to his clients on a personal level is beyond measurable. Combine that with his deep analytical abilities and constant desire to learn, we believe, makes him a trustworthy advisor and valuable team member.

With over 18 years of experience, it is fair to say Matt enjoys what he does. He loves to help his clients on a multitude of levels, including helping them reach their financial goals that allow his clients to live the life they desire. He finds immense joy in helping with estate planning strategies, so his client’s legacy can be felt by future generations. Matt understands that each client’s story is unique, and that is why he focuses on building a plan that is suited specifically to his client’s goals and circumstances.

Matt received his bachelor’s degree in Finance from Fairfield University and went on to receive his MBA from NYU Stern School of Business. He began his career in sales, where he enjoyed building relationships, but felt that he was never the subject matter expert on anything he discussed with his clients. He then switched gears and transitioned into a research analyst role. In that role, he was able to build a skill set in performing deep analytical research on specific subject matter…but he missed the constant interactions relationship building with clients. That is when he moved into the Private wealth management and was able to marry what he liked best about his previous roles – building long -lasting relationships while using his analytical skills to help build unique plans for his clients.

Away from the office, Matt enjoys living a healthy lifestyle, competing in triathlons, snowboarding, playing basketball and spending time with his wife and three children. He coaches his children’s flag football, basketball, soccer, and lacrosse teams.

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.

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, focuses on those minute details that can make all the difference and, above all, taps into his love of music to orchestrate the remarkable. The time he invests to ensure clients receive red-carpet treatment is nothing short of extraordinary — and he does it with a joyful attitude that touches each member our team.

Xavier credits his 15-year tenure heading operations for iconic brands as key to his achievements in his current role. His knack for driving efficiency that leads to corporate growth has proven invaluable, as he has helped seamlessly onboard billions of dollars in investible client assets.

His talents could have taken him anywhere. But we believe clients will be just as thrilled to have him on their team as we are to have him on ours.

Outside the office:

Xavier has visited over 45 countries and makes it a mission every year to plan one trip alone to a country where he does not speak the native language. It allows him to step out of his comfort zone, embrace the unknown and enjoy all life can offer.