From Dreams… To Goals… To Flexibility… To Confidence

Anthony loves to explore. Whether he is exploring the world, or managing the financial service needs of high-net-worth individuals, corporate officers, executives in the entertainment industry or institutions, he is consistently navigating through research to better serve his team and their clients. His entrepreneurial background resonates with self-made business owners, whom he also advises.

Prior to joining Wells Fargo Advisors, he previously managed growth, balanced and ETF portfolios as a member of J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a rigorous screening process to manage discretionary client assets. He was subject to ongoing quantitative and qualitative review to assess their investment strategies.

With over 27 years of investment management experience, he is skilled in determining asset class decisions and identifying areas that may either be undervalued, or not readily apparent to the research community. He creates an investment thesis and strategy designed to capitalize on these areas and synthesizes the portfolio weighting decisions for the team. Using a fixed income–centric approach, Anthony evaluates the entire capital structure, deriving satisfaction from uncovering under-appreciated investments to deliver intrinsic value on a risk-adjusted basis.

Taking an unconventional path to financial services, early in his career Anthony captained a 50-foot sport fishing yacht, traveling extensively, and gaining real-world experience. Through this adventure, he met many financial services professionals, one, who encouraged him to enter the training program at Kidder Peabody (now UBS) in 1994. He subsequently moved to Legg Mason and Deutsche Bank with his team, prior to joining J.P. Morgan in 2014 and now has landed at Wells Fargo Advisors.

Anthony grew up on Long Island, and now lives in North Palm Beach with his wife and daughter. He spends his free time tournament fishing and boating and is active in the Boys and Girls Club of Palm Beach County. He and his family are also involved in the Leukemia Lymphoma Society.

Brett brings a holistic approach to help organize all important financial elements into one comprehensive picture. He takes a macro view of each client's assets—personal, business, corporate, family, real estate holdings, liquid, and illiquid instruments—to identify ways in which to intelligently leverage these investments over time. Brett drills down to build strategic models and plans that seek alpha in the marketplace. He is fond of saying that the most important criterion in holistic wealth management is to be brilliant at the basics.

With over 25 years of experience, Brett draws on his background of capital markets to help provide high-net-worth individuals with the advisory guidance and investment management strategies that are needed due to the complexities of significant wealth. Historically, his successful and geographically diverse client base has included financial professionals, C-suite executives, entrepreneurs, athletes, and people experiencing a life transition. Prior to joining Wells Fargo Advisors, Brett managed growth, balanced ETF, and income portfolios as a member of the J.P. Morgan Wealth Management Portfolio Manager Program. The program consisted of select advisors who had to undergo a screening process to manage discretionary assets and was subject to ongoing quantitative and qualitative reviews to assess their investment strategy.

Over the course of his career, Brett acquired extensive Wall Street experience at prestigious firms such as Goldman Sachs, Morgan Stanley, UBS, before embracing wealth management at J.P. Morgan in 2018. Brett began his Financial Advisor career with Bernstein Private Wealth Management. Brett's broad investment background includes a wide array of capital markets investing, trading, credit, lending, and portfolio responsibilities. He leverages his deep-rooted understanding of institutional capital markets to help create a differentiated and unique wealth management experience for his clients.

A graduate of Colgate University, Brett holds a B.A. with Honors in Political Science. In his senior year of college, he put plans for law school on hold to enter the first-ever training program that Goldman Sachs had to offer in its securities businesses. Currently, Brett Head of the Langbert Foundation at Colgate University and is a member of the University of Miami Neurological Council.

A native of New Jersey, Brett resides in Jupiter, Florida with his wife and their two daughters. In his free time, he enjoys golf, fishing, theatre, and spending time outdoors with his family.

Jeremy constructs and manages investment portfolios for retirees and entrepreneurs, emphasizing preservation of capital, growth, and income. He also serves executives in the entertainment industry, focusing on high-grade, taxable fixed income, exchange-traded funds, and municipal bonds. Jeremy uses his technical analysis and open architecture skills to implement portfolios augmented by alternative investments and structured products, as appropriate, for specific clients designed to position their portfolios against conditions of extreme market volatility.

Jeremy has over 25 years of investment management experience. Prior to joining Wells Fargo Advisors, he was a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who underwent a rigorous screening process to manage discretionary client portfolios and was subject to ongoing quantitative and qualitative reviews to assess each advisor’s investment strategy. He started his financial services career as an equity trader in the oil services sector, Jeremy became a partner at the Electronic Trading Group at age 25. He subsequently started an international arbitrage hedge fund, formed his team at Legg Mason, and moved with it to Deutsche Bank, where he was a Director (2005–2014).

His extensive investment management career was marked by the events following the 9/11 attack on New York City, prompting him to realign his career and family goals and move to Florida. Jeremy's client relationships, grounded in trust, have come to resemble close family ties.

Jeremy grew up on Long Island and in New York City and graduated from the University of Denver with a B.S. and B.A. in Finance. He lives in Wellington with his wife, Lauren, their daughter, Skye Elizabeth, and their son, Zachary Nathan. In his free time, Jeremy enjoys racing cars, traveling, music, martial arts, and snowboarding.

Roy has over 30 years of financial services experience, including a background in both fixed income and equities. His conservative philosophy informs his approach of seeking attractive risk-adjusted returns for his clients. His relationship skills underscore the importance of proper fit with each client's personality, and his service orientation demonstrates his care and concern about them and their assets.

He provides investment management services to high and ultra-high-net-worth individuals, entrepreneurs, and foundations. Roy also serves retirees whose primary objectives are preserving capital, maintaining their current lifestyles, and providing for their philanthropic interests. He manages growth, balanced and ETF portfolios. Prior to joining Wells Fargo Advisors, Roy was designated as a Portfolio Manager by J.P. Morgan. As a member of this select group of advisors, he completed a rigorous screening process to manage discretionary client accounts. His portfolios routinely underwent quantitative and qualitative reviews assessing their investment strategy.

Beginning his career at a municipal bond and fixed income firm in 1987, Roy gained substantial experience in that segment of the market. He attended the Equity Institute at PaineWebber (now UBS) in New York (1993). Roy transitioned with his team from Deutsche Bank to J.P. Morgan in 2014 and now joins Wells Fargo Advisors. Before his career started, Roy graduated from Florida State University earning a B.S. in Finance. He always had an interest in numbers.

An important part of Roy's life is giving back to the community. He sits on several boards of non-profit organizations for senior living and cancer research, among others. Currently, Roy sits on the Board of Governors of the Business School at Florida State University. Roy grew up playing all sports, but it is now golf where Roy enjoys spending his free time. When he is not on the golf course, he enjoys running, playing tennis, and hiking the White Mountains of New Hampshire.

Roy grew up in Troy, New York, the youngest of five boys. He and his wife, Sharon, live in Juno Beach with their son, Jake, and daughter, Phoebe. Their family enjoys spending time at their second home in Bretton Woods, New Hampshire.