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]

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, 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.