Elevate Your Expectations
Let’s Meet
It’s no secret any wealth manager would consider themself lucky to count you — an investor with sizeable assets — as one of their clients.
So, why should you choose us?
We believe because of excellence. Not only excellence in our investing knowledge, but excellence in how you’ll be treated.
 |
You’ll Have the Right to Personalized Attention. Nobody is like you. Why should you have the same strategy as anyone else? |
|
You’ll Have the Right to Measurable Results. In this case, your success is the only metric that matters. |
|
You’ll Have the Right to Reshape Your Future. Our strategies will help achieve your goals, no matter how ambitious. |
|
You’ll Have the Right to Transparent Truths. Managing your wealth effectively requires speaking openly about everything, including worst-case scenarios. |
In other words, you have the right to expect an elevated level of care. And our goal is to provide nothing less.
Michael Piccolo
Senior Vice President - Investments
PIM Portfolio Manager
Email Address
michael.piccolo@wellsfargoadvisors.comPhone Number
(201) 599-5811
- Proud father of three daughters
- Owns two cats and one dog
- Board member and key fundraiser for the Alan J. Anderson Foundation, which is devoted to eliminating cancer and providing athletic scholarships to New Jersey area student athletes
Samantha Awad, CIMA, CPWA, CPM, SE-AWMA
Senior Vice President - Investments
PIM Portfolio Manager
Email Address
samantha.awad@wellsfargoadvisors.comPhone Number
(201) 599-5809
- Proud mother of two daughters
- Has two Dobermans named Chanel and Cleopatra and a cat named Serena
- Board member of We Are All Music Foundation, which strengthens communities through the power of music
CA Insurance License Number: 0H09140. Resident State NJ
Certificates
CIMA, CPWA, CPM, SE-AWMA
Evangelia Anderegg
Senior Registered Client Associate
Email Address
evangelia.anderegg@wellsfargoadvisors.comPhone Number
(201) 599-5810
Evangelia Anderegg is a Senior Registered Client Associate with over 25 years of industry experience. She started her career with Morgan Stanley and moved to Wells Fargo Advisors with her team in 2020. She is committed to providing excellent service to her clients and is an integral part of the team. Evangelia is responsible for the day-to-day client operational needs and assisting her financial advisors with any projects or client concerns.
Evangelia and her husband Ryan live in Midland Park, NJ with their golden doodle Zoe. Evangelia loves reading, traveling, and spending time with friends and family.
Our Firm At-A-Glance
125 |
Clients & Households Served |
More Than Half
|
Of Combined Experience |
$400+ Million |
AUM (as of August, 2024) |
5 |
Daughters |
3 |
Dogs |
3 |
Cats |
$400k |
Raised Annually For Charity |
200 |
Hours Of Annual Community Volunteering |
