About Us

John has more than 30 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 planning strategies¹, retirement plans, insurance planning², and business succession planning.

John has been recognized by Wells Fargo Advisors as a Platinum Council Advisor from 1994–2024.³ He has also been recognized from 2015 - 2024 as one of Barron's Top 1,200 State By State Advisors.⁴

Away from the office, John is passionate about several charities in the Philadelphia region. He is proud to be President 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. After serving as Foundation Chairman from 2019-2022, John now serves on the Board of Trustees for both the Virtua Health Hospital and the Virtua Health Foundation. The Virtua Health Foundation is a non-profit whose mission is to transform health care for everyone in South Jersey through philanthropy. John is also the Corporate Council Chairman of the Cherry Hill Free Clinic, a local organization committed to fighting healthcare inequality by providing the uninsured and under-insured access to free primary care.

John is married and enjoys time with his sons, John Jay Jr. and Gavin, as well as with his daughter, Sky. 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.

CA Insurance License #: 0L42374. Resident State: NJ.

<sub>¹Wells Fargo Advisors is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

² Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance comapnies.</sub> 

_{³ The 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.}

_{⁴The Barron's Top 1,200 State By State Advisors:  Source: Barron’s (awarded March 2015, March 2016, March 2017, March 2018, March 2019, March 2020, March 2021, March 2022, March 2023 and March 2024) Data compiled by Barron’s based on the time period from Oct. 2013 – Sept. 2014, Oct. 2014 – Sept. 2015, Oct. 2015 – Sept. 2016, Oct. 2016 – Sept. 2017, Oct. 2017 – Sept. 2018, Oct. 2018 – Sept. 2019, Oct. 2019 – Sept. 2020, Oct. 2020 – Sept. 2021, Oct. 2021 – Sept. 2022, Oct. 2022 – Sept. 2023. No fee paid in association with rating consideration or decision. View Award Disclosures}

Theodore has 25 years of experience in the financial services industry. As a financial advisor and a CERTIFIED FINANCIAL PLANNER™ 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 and dog. During his free time, he enjoys running and playing the guitar.

CA Insurance License #: 0M10980. Resident State: PA.


Asset Allocation does not guarantee a profit or protect against loss in a declining market. 

Benjamin has over 20 years of experience in the financial services industry. As a Financial Advisor that holds the Chartered Retirement Planning Counselor® designation, 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.

CA Insurance License #: 0L95950. Resident State : NJ.

Harry has more than 15 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 Wells Fargo home office professionals as needed 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 seven 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.

CA Insurance License #: 0M04739. Resident State: MD.



Insurance Products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. 

Backed by 30 years of financial services experience, Ivy’s primary focus is on client services, compliance administration, and support functions of the practice. In 2016, Wells Fargo Advisors recognized Ivy with The Golden Spoke Award¹, during her tenure as an Operations Liaison for the Eastern Region Operations Department. The Golden Spoke Award is given to team members for their service and commitment to the vision,values & goals of the Firm. For more than a decade during the early days of her career, Ivy partnered with Senior Portfolio Managers and Institutional Advisors at Morgan Stanley Smith Barney and its predecessor firms.

Ivy has enjoyed involvement in many facets of the financial industry and is proud to bring her wealth of knowledge to help the team continue to achieve the best client experience they can. Along her with experience, Ivy holds Series 7 and 63 securities registrations.

A proud member of the Philadelphia community, Ivy is actively involved in volunteer ministry work. She also enjoys traveling with her husband, Wendell, and spending time with her many nieces and nephews.

 

¹ The Golden Spoke award is given to team members for their service and commitment to the vision, values and goals of the Firm.