The McCarthy Private Wealth Group of Wells Fargo Advisors

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Our team's strength comes from decades of industry experience, as well as the vast resources of Wells Fargo Advisors.  We are also open to meeting and collaborating with your attorneys, CPAs, and other trusted professionals to help build a fully integrated investment plan.

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Meet Our Team

Jim McCarthy, CIMA®, CRC®

Private Wealth Financial Advisor
Managing Director - Investments

Phone: 732.576.4016
Email: Jim.McCarthy@wellsfargo.com
With more than 25 years of experience as a Financial Advisor, Jim McCarthy helps guide his clients toward financial independence so they can focus on their lives and the people who matter most to them. He has been with Wells Fargo Advisors and predecessor firms since 2001. From 2018 to 2022, Jim has been listed by Forbes as one of the Best-in-State Wealth Advisors* and from 2005 to 2021 has qualified each year as a Wells Fargo Advisors Premier Advisor.**

Prior to beginning his career, Jim attended Villanova University in Pennsylvania, where he played baseball for four years and graduated with a Bachelor of Science in Business Administration. He believes in the value of ongoing education and has subsequently worked to become a Certified Retirement Counselor (CRC®) and a Certified Investment Management Analyst® (CIMA®).

He currently lives by the Jersey shore in the town of Spring Lake Heights with his wife, Michele, and their four children, Emily, James, Kaylin, and Julia. Away from the office, Jim has given back to his community by serving on the Spring Lake Heights Elementary School Board of Education for more than a decade. During that time, he has also enjoyed coaching his children’s traveling soccer teams. When they have the opportunity, Jim and his family like traveling to their vacation home in Naples, and Jim loves getting a round of golf in at Spring Lake Golf Club.
*Forbes ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
**The 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 either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Amy Lipput, CRC®, PRP

Private Wealth Financial Consultant

Phone: 732.576.4080
Email: Amy.Lipput@wellsfargo.com
Amy Lipput began her financial services career with PaineWebber/UBS in 1994, and she then moved her practice to Wells Fargo Advisors in 2007. In addition to consulting with attorneys, wealth planners, insurance specialists, and other professionals within Wells Fargo Advisors, Amy works with external professionals to help find solutions for the technical and planning issues her clients may face. Like Jim, Amy studied to become a Certified Retirement Counselor (CRC®) and continues to stay abreast of all new related education material at the benefit of her clients.

Additionally, Amy has earned the PLANSPONSOR Retirement Professional (PRP) designation, which is the industry benchmark for measuring retirement service expertise. By earning this, Amy not only demonstrates her commitment to the industry but also shows that she has access to the benefits of an exclusive, ongoing support system through PLANSPONSOR. She is also a member of the New Jersey chapter of Wells Fargo’s Women Team Member Network, which is focused on the development, engagement, and support of women team members across the country.

Amy and her two children, Alyssa and Jake, live on a wildlife preserve in Monmouth County, where they also care for the dogs, horses, goats, and chickens they have rescued. Amy and the kids especially enjoy riding their horses on the back trails in Allentown, and they regularly volunteer their time at various equine facilities helping children with special needs.

Edward Kraemer

Registered Client Associate

Phone: 732.576.4036
Email: edward.kraemer@wellsfargo.com
Ed Kraemer began his financial services career in 2006 with Commerce Capital Markets as a Registered Client Associate. He joined Wells Fargo in 2009 and transitioned to the McCarthy Private Wealth Group in 2011. He enjoys working closely with the team’s clients and helping establish meaningful relationships that can span generations.

Born and raised in New Jersey, Ed and his wife, Marissa, currently reside in Tinton Falls with their three children, Stella, Lilia, and Eddie. They enjoy cheering the children on at their sporting activities, which currently include swimming and soccer. Additionally, they proudly support the Epilepsy Foundation in honor of their daughter, Stella.
CA#0M03494

Ashley Fernicola

Client Associate

Phone: 732.576.4063
Email: ashley.fernicola@wellsfargo.com
After beginning her career at Wells Fargo as a Financial Specialist in 2012, Ashley Fernicola transitioned to brokerage services in 2014 as an Administrative Assistant. In June 2021, Ashley joined McCarthy Private Wealth Group of Wells Fargo Advisors as a Client Associate, a role in which she is responsible for all day-to-day account administration and operations for the team’s clients.

Ashley was born and raised at the Jersey Shore, and she currently resides in Point Pleasant Beach with her husband, Tyler. They enjoy spending time outdoors, being on the water, and participating in local beach cleanups.
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Why Invest With Us

Investment and Insurance Products are:

  • Not Insured by the 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
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Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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