About Us

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 planning,¹ retirement plans, insurance planning, and business succession planning.

John has been recognized by Wells Fargo Advisors as a Premier Advisor from 1994–2021.² He has also been recognized from 2014–2021 as one of Barron’s Top 1,200 Advisors,³ as well as one of the Financial Times' Top 400 Advisors from 2015–2018 and 2020.⁴

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.

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

_{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 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.}

_{³The Barron’s Top 1,200 Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.}

_{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.}

Theodore has nearly 20 years of experience in the financial services industry. As a financial advisor and 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.

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

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.

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

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 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 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.

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

Prior to joining the industry, Jacob graduated in under four years from the University of Delaware, earning a bachelor’s degree in finance with a minor in economics. Now, in his current role as the newest member of the Parker Private Wealth Management Group of Wells Fargo Advisors, Jacob strives to offer sound advice to his clients. Using Wells Fargo Advisors’ Envision^® process, Jacob offers in-depth analysis of his clients’ overall financial pictures helping them build asset allocations that align with their ever-changing circumstances. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER_^TM professional, Jacob specializes in social security strategies as well as annuity analysis for the team and his clients.   

He is one of the founding members of the Philadelphia chapter of B Positive, a charitable organization that donates money to further pediatric cancer research and help families in need. Additionally, he oversaw multiple fundraisers and a holiday toy drive for the Ronald McDonald House in Philadelphia.

Though he is originally from Voorhees, NJ, Jacob currently resides in Philadelphia. In his free time, he enjoys golfing, skiing, playing basketball, hiking, and going to the beach with his family. An active member of his synagogue, Jacob is involved in his temple’s men’s club and plays for the softball team along with his father and brother.

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 Financial Consultant, 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. 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.

Backed by nearly 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 as one of its Members of the Year, during her tenure as an Operations Liaison for the Eastern Region Operations Department. 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 boating with her husband, Wendell, at the Penn’s Landing Marina, and her additional free time is typically spent knitting or reading.

_{The Team Member of the Year award is given to team members for their service and commitment to the vision, values and goals of the firm.}