John has more than 25 years of experience in the financial services industry. John is a visionary leader whose mission is empowering his clients to thrive in life. As the helmsman of the Parker Private Wealth Management Group of Wells Fargo Advisors, he provides the fundamental direction and inspiration for the team, its goals, and its objectives. John’s group concentrates on serving the needs of high-net-worth individuals, offering guidance on wealth management, estate planning1, retirement plans, insurance planning, and business succession planning.
John has been recognized by Wells Fargo Advisors as a Premier Advisor2, a designation that reflects a high degree of professional achievement and commitment to client service. He has also been recognized from 2014–2018 as one of Barron’s Top 1,200 Advisors,3 as well as one of the Financial Times' Top 400 Advisors from 2015–2018.4
Away from the office, John is passionate about several charities in the Philadelphia region. He is proud to be a chairman of the American Association for Cancer Research’s "Party with a Purpose." This event has raised millions of dollars in the quest to conquer cancer. John also serves as the Chairman of the Virtua Foundation, a non-profit whose mission is to transform health care for everyone in South Jersey.
John is married and enjoys time with his sons, John Jay Jr. and Gavin, as well as with his daughter, Sky. Outside of the office, he spends his time coaching the multiple sports teams his children play on. His wife, Veronica, is a Wellness Expert, Certified Kundalini Yoga Teacher, and Meditation Coach. In addition, she inspires women to experience happiness and purpose through her workshops, retreats, and healing sessions.
1Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.
2The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
3The Barron’s Top 1,200 Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.
4The Financial Times Top 400 Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.
Richard has more than 45 years of experience in the financial services industry. He brings broad investment knowledge and discipline to his clients. His practice blends managed and individually advised accounts, with a strong emphasis on government and corporate bonds. Developing investment plans to help meet objectives is central to his client relationships.
Richard’s investment career began at Elkins & Co., where he became a General Partner in charge of Securities Research. He subsequently served as Executive Vice President of Parkway Management, which advised over $2 billion in mutual funds. Elkins & Co. was acquired by Prudential Securities. Prudential Securities later merged with Wachovia Securities, a predecessor firm of Wells Fargo Advisors.
After graduating from Colgate University with a BA in Economics, Richard earned an MBA at the Wharton School of the University of Pennsylvania. He was commissioned First Lieutenant in the United States Marine Corps and served in Vietnam in 1969-70.
Richard serves on the Board of Trustees of Thomas Jefferson University and Jefferson Health, where he was elected Chairman of the Board of Trustees in 2014. He served during the exciting growth of the institution, where it tripled in size during his tenure. In addition, Richard has served as a Trustee of the Methodist Hospital Foundation, the Methodist Home for Children Foundation, and Moore College of Art and Design, as well as Trustee and Treasurer of the Annenberg Research Institute, and the Center for Judaic Studies at the University of Pennsylvania.
Richard lives on a farm in Chester Springs just outside Philadelphia and relaxes by riding his tractor and mending fences. The horses on the farm support Hope Springs Equestrian Therapy, which provides therapeutic equestrian programs for children with special needs.
Benjamin has nearly 20 years of experience in the financial services industry. As a Financial Advisor and Chartered Retirement Planning Counselor®, Benjamin manages assets for individuals, trusts, retirement and pension plans, charitable and religious organizations, and businesses. Leveraging the robust resources of Wells Fargo Advisors and the depth of experience of our full-service wealth management team, his mission is to provide objective, financial guidance to help his clients grow and preserve their wealth.
Prior to joining Wells Fargo Advisors’ predecessor Wachovia Securities in 2008, Benjamin had a distinguished, 9-year career at Paychex, Inc. as a retirement plan specialist. With expertise in plan design, he consulted corporations, small businesses, and nonprofit organizations in the development and implementation of retirement plans. Benjamin provided continuing education seminars for Certified Public Accountants on retirement plan strategies and options. He worked closely with his clients to customize benefit programs to meet the financial objectives of management and owners and the financial needs of their employees.
Benjamin earned a bachelor’s degree with honors from the State University of New York at Albany. In addition, he holds Series 7 and 66 securities registrations, the Chartered Retirement Planning Counselor (CRPC®) and Chartered Retirement Plan Specialist (CRPS®) designations, as well as life and accident insurance licenses.
Benjamin learned the ingredients for success in life and business while growing up and working alongside three generations of his family at their manufacturing business in the Bronx. He currently lives in Voorhees, NJ, with his wife, Melina, and daughters, Kayla and Bella.
Theodore has nearly 20 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, he helps analyze every aspect of our clients’ financial lives and executes plans designed to help achieve their objectives. He serves as the head analyst for asset allocation strategies and provides guidance and research information on a broad range of investment opportunities for our group.
Prior to joining our team, Theodore began his career at Prudential Securities, a predecessor firm of Wells Fargo Advisors. In addition, he holds a Bachelor’s degree in Psychology from Gettysburg College.
Theodore lives in Wynnewood, PA, with his wife and three children, two dogs, a hamster, and a lizard. During his free time, he enjoys running and playing the guitar.
Harry has more than 10 years of experience in the financial services industry. He focuses on serving the wealth management needs of high-net-worth individuals and their families, as well as a select group of individuals who have gone through a traumatic experience due to personal injuries or malpractice. This includes offering insurance products, structured settlements, annuity products, fixed products, and equities. He coordinates his recommendations with the Wells Fargo Trust and Fiduciary Specialists when serving his clients.
Prior to joining Wells Fargo Advisors, Harry was an Investment Banker at Cato Capital and a Senior Associate at The Riderwood Group. He earned a Bachelor of Science degree from Touro University and an MBA from the University of Baltimore.
Harry lives in Baltimore, MD, with his wife, Rachel, and their six children. During his free time, he enjoys getting to better know his clients and their families, as well as rooting for the Baltimore Orioles and Ravens.
Amy has more than 25 years of experience in the financial services industry. She focuses on helping individual investors by listening to their needs, exploring investment and wealth management options best suited for each client, and providing seasoned advice so they can make informed decisions.
Prior to joining Wells Fargo Advisors, Amy began her career at Prudential Bache, a predecessor firm. She holds a Bachelor’s degree in Business with a concentration in finance from Drexel University
Amy, her husband, Eric, and their family live on a farm in Chester Springs, PA, which is home to a variety of animals including donkeys, goats, and chickens. Away from the office, she serves as a board member of the Norristown Zoological Society/Elmwood Park Zoo and Hope Springs Equestrian Therapy.
Mary has more than 10 years of experience in the financial services industry. She serves as our first line of assistance for client calls and inquiries and generates client reports and presentations. As a Registered Investment Advisor Representative, Mary is also able to execute client investment orders.
Mary began her career in the financial services industry at Wachovia Securities, a predecessor firm of Wells Fargo Advisors. Mary earned a degree in finance from Saint Joseph’s University and graduated magna cum laude.
Mary enjoys spending time with her husband, Greg, and their two children, Ashley and Liam. A lifelong resident of Philadelphia, she also likes exploring the city’s museums, parks, and restaurants, as well as watching regattas on the Schuylkill River. She loves traveling and has visited England, Scotland, Thailand, and Vietnam. In the future, she hopes to travel to the Netherlands and France, where she has extended family.
Marieluz has almost three decades of experience in the financial services industry. She is the go-to person at the Parker Private Wealth Management Group for dealing with many different facets of our operations and client relationships. In addition, Marieluz has been recognized as one of the finest client associates in the Philadelphia branch.
Her experience includes working at Prudential Securities, a predecessor firm of Wells Fargo Advisors, where she received the company’s “OSCAR” award in 2005 for outstanding sales support and services – emblematic of her dedication to her position. In March 2018, Marieluz was also recognized as Team Member of the Month by the Philadelphia branch. Marieluz joined our firm right after graduating from John W. Hallahan Catholic High School for Girls in Philadelphia.
Away from the office, she finds her greatest joy spending time at home with her husband, Carlos, and their family. Marieluz enjoys traveling and fondly remembers her trip to Spain.
Isabel has more than a decade of experience in the financial services industry. She is best known in the Parker Private Wealth Management Group for her positive attitude and dedication to exceeding client expectations. In her role as a Senior Registered Client Associate, Isabel is able to execute investment orders in addition to servicing and maintaining client accounts.
Isabel began her career in the financial services industry at Prudential Securities, a predecessor firm of Wells Fargo Advisors, where she worked in roles of increasing responsibility.
As the youngest of 10 children, her family is a top priority. Isabel relishes spending time with her many nieces and nephews. Away from the office, she enjoys spending time in the city and taking advantage of the many restaurants and shows Philadelphia has to offer. When she has the opportunity, she loves to travel, particularly to her native Puerto Rico.
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