Dennis Surmanek, CRPS®
Senior Financial Advisor
In addition to bringing a global financial perspective to your relationship, you’ll find he will also take a close-knit, family oriented approach to his work with you. This process allows him to stay focused on developing sensible, prudent, and long term strategies for your wealth.
His mission is to go beyond your expectations. Financial advice has become a commoditized business, but what hasn’t changed is the relationship with the client. He understands the importance of wealth management, and understands that “Advice Matters”. He never forgets that your wealth represents the achievement of what you’ve done so far and the foundation of what your family will accomplish tomorrow. We help with your short term goals as well as your long term objectives and dreams.
He looks forward to helping you with every aspect of your financial life – now, and in the many years to come.
Dennis started his career at Smith Barney in 2006, before joining Merrill Lynch in 2009. He graduated with a B.S. at the Peter J. Tobin College of Business, St. John's University. Dennis has built his business by working with individuals and companies to define and ultimately pursue their financial goals. He has earned his Chartered Retirement Plans Specialist designation (SM) and he provides experienced advise to help clients pursue their financial goals.
He joined Wells Fargo FINET in November 2016, and established SURMANEK WEALTH MANAGEMENT to better serve his retirement clientele. He is a member of the North Shore Rotary, and sits on the Board of the Not-for-Profit organization ON YOUR MARK.
He lives in Staten Island, New York with his wife Angelica and daughter Liliana.