Contact Us

Vincent L. Russo, CFP©
Managing Director – Investment Officer

201-599-5890 direct
Email Vincent
James D. Burns
Managing Director - Investments 

201-599-5804 direct
Email James
John M. Szymanski, CFP©, CRPC©
Managing Director - Investments 
PIM Portfolio Manager

201-225-6011 direct
Email John
Erik M. Saporito, CRPC®  
First Vice President - Investments 
Fundamental Choice Portfolio Manager

201-599-5801 direct
Email Erik
Marlene Smikle, MBA
Assistant Vice President
Senior Registered Client Associate

201-599-5838 direct
Email Marlene
Flavia Rizzo
Assistant Vice President
Senior Client Associate

201-225-6027 direct
Email Flavia
Colleen Helmlinger
Assistant Vice President
Senior Client Associate

201-599-5814 direct
Email Colleen

Introducing others to our team

If someone is important to you, then they are important to us.

We recognize the importance of having a trusted guide who can provide sound financial advice when you need it. As a client, you are in a unique position to introduce others to our team, so that they too might benefit from our services.

If you have a friend or family member who has questions or needs assistance, we are happy to meet with them to answer their questions and determine if there is a mutual fit for an advisory relationship.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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