About
I want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. I strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
Mario Afram
Senior Private Wealth Financial Advisor
Senior PIM Portfolio Manager
As a Private Wealth Financial Advisor, Mario Afram is dedicated to helping his clients by focusing on each individual to meet their financial needs and preserve their wealth and legacy.
With extensive experience through major shifts in the markets, Mario has devoted his entire career to delivering the personalized investment planning service his clients deserve.
Mario began his career at Smith Barney in 1990 and over the last three decades he has developed a vast fundamental investment knowledge. He joined Wells Fargo Advisors in June of 2022 to take a team approach in providing extensive personalized financial advice for individuals and families.
Mario has been very active in his community for the last 26 years and supports charities that benefit veterans, children and animals. Now as a Private Wealth Financial Advisor with the Paramus office of Wells Fargo Advisors, he takes pride in working for a firm that puts clients first.
Mario’s mission is to help each one of his clients plan for a financial future in a way that best meets their goals. He looks forward to extending his services to you and your family. Together you can discuss various financial strategies designed to fit your unique situation.
Education:
Montclair State University, B.S. Finance & International Marketing
Professional:
Wells Fargo Advisors 2022–present
UBS 2011–2022
Morgan Stanley 2000–2011
UBS Paine Webber 1996–2000
Smith Barney Morgan Stanley 1989–1996
Credentials:
Wells Fargo Advisors Platinum Council2 member
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2The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.