Jerry D. Brewster
- MBA
- CIMA
- Managing Director - Investments
Client Focused Advisor
As Managing Director - Investments of the Brewster Snyder Duff Private Wealth Management Group of Wells Fargo Advisors, Jerry focuses his time on high net worth families, business owners, and executives. He has spent over twenty-five years developing strategies for the affluent in areas such as investment management, philanthropy, concentrated equity management, legacy planning, and wealth management.
In February of 2019, Jerry was recognized as a 2019 Best in State Wealth Advisor by Forbes.
Jerry is focused on long-term relationships based on trust and a deep level of client focused service. With the group’s focus on a limited number of high net worth clients, Jerry is able to stay in contact with clients via personal, conprehensive wealth planning reviews, client education events and tailored investment insight. Additionally, the group works closely with clients’ legal and tax professionals to help ensure all aspects of a client’s wealth plan are in sync.
Prior to becoming an advisor 28 years ago, Jerry earned a Master of Business Administration degree from the University of Tampa. In addition, he attended the Investment Management Consultants Association Program at the University of Pennsylvania, Wharton School of Business, where he earned the designation of Certified Investment Management Analyst (CIMA).
· Masters of Business Administration/University of Tampa
· Bachelor of Arts in Speech Communication/University of South Florida
· Certified Investment Management Analyst
Personal/Community Life
An avid family man, reader, writer and quiet philanthropist, Jerry enjoys providing leadership and support to institutions, service organizations, and charities throughout the area. Jerry also previously served as an Adjunct Business Professor at Pasco-Hernando State College. In his free time, Jerry is a part-time preacher at the Trinity Church of Christ. He and his wife, Lisa, are proud parents of three children.
The Forbes Best-In-State Wealth Advisors ranking algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC,. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Wells Fargo Advisors is not a legal or tax advisor.
As Managing Director - Investments of the Brewster Snyder Duff Private Wealth Management Group of Wells Fargo Advisors, Jerry focuses his time on high net worth families, business owners, and executives. He has spent over twenty-five years developing strategies for the affluent in areas such as investment management, philanthropy, concentrated equity management, legacy planning, and wealth management.
In February of 2019, Jerry was recognized as a 2019 Best in State Wealth Advisor by Forbes.
Jerry is focused on long-term relationships based on trust and a deep level of client focused service. With the group’s focus on a limited number of high net worth clients, Jerry is able to stay in contact with clients via personal, conprehensive wealth planning reviews, client education events and tailored investment insight. Additionally, the group works closely with clients’ legal and tax professionals to help ensure all aspects of a client’s wealth plan are in sync.
Prior to becoming an advisor 28 years ago, Jerry earned a Master of Business Administration degree from the University of Tampa. In addition, he attended the Investment Management Consultants Association Program at the University of Pennsylvania, Wharton School of Business, where he earned the designation of Certified Investment Management Analyst (CIMA).
· Masters of Business Administration/University of Tampa
· Bachelor of Arts in Speech Communication/University of South Florida
· Certified Investment Management Analyst
Personal/Community Life
An avid family man, reader, writer and quiet philanthropist, Jerry enjoys providing leadership and support to institutions, service organizations, and charities throughout the area. Jerry also previously served as an Adjunct Business Professor at Pasco-Hernando State College. In his free time, Jerry is a part-time preacher at the Trinity Church of Christ. He and his wife, Lisa, are proud parents of three children.
The Forbes Best-In-State Wealth Advisors ranking algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC,. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Wells Fargo Advisors is not a legal or tax advisor.
Contact
Education
- University of Tampa
- University of South Florida
- University of Pennsylvania, Wharton School of Business
Randy J. Snyder
- CFP
- First Vice President - Investments
Client Focused Advisor
As a member of the Brewster Snyder Duff Private Wealth Management Group of Wells Fargo Advisors, Randy assists in the management of client relationships, portfolio analysis and design, investment research, trading, and coordination of all aspects of clients’ wealth management needs. Randy has been a CERTIFIED FINANCIAL PLANNER™ professional since 2015.
Prior to starting his career as an advisor 10 years ago, Randy spent six years with an asset protection/estate planning law firm in numerous non-attorney roles including the firm’s client investment coordinator. Following his time at the law firm, he went on to earn a Master of Science in Finance degree from Florida State University.
· Master of Science in Finance/Florida State University
· Bachelor of Science in Finance/University of South Florida
· CERTIFIED FINANCIAL PLANNER ™ Professional
Personal/Community Life
Randy was raised in Clearwater and currently resides in Trinity with his wife, Lindsey, and son, Bennett. When not researching the markets or helping clients, he enjoys fishing, boating, mountain biking, and spending time with his family. Randy is involved in several charitable causes in the area including the Rotary Club of New Port Richey.
As a member of the Brewster Snyder Duff Private Wealth Management Group of Wells Fargo Advisors, Randy assists in the management of client relationships, portfolio analysis and design, investment research, trading, and coordination of all aspects of clients’ wealth management needs. Randy has been a CERTIFIED FINANCIAL PLANNER™ professional since 2015.
Prior to starting his career as an advisor 10 years ago, Randy spent six years with an asset protection/estate planning law firm in numerous non-attorney roles including the firm’s client investment coordinator. Following his time at the law firm, he went on to earn a Master of Science in Finance degree from Florida State University.
· Master of Science in Finance/Florida State University
· Bachelor of Science in Finance/University of South Florida
· CERTIFIED FINANCIAL PLANNER ™ Professional
Personal/Community Life
Randy was raised in Clearwater and currently resides in Trinity with his wife, Lindsey, and son, Bennett. When not researching the markets or helping clients, he enjoys fishing, boating, mountain biking, and spending time with his family. Randy is involved in several charitable causes in the area including the Rotary Club of New Port Richey.
Contact
Education
- Florida State University
- University of South Florida
Alan S. Duff
- Managing Director - Investments
Client Focused Advisor
As a member of the Brewster Snyder Duff Private Wealth Management Group of Wells Fargo Advisors, Alan brings 30 years of experience in the wealth management industry. He has extensive knowledge in portfolio management, portfolio construction, investment planning and estate planning strategies. Alan has a passion for helping clients achieve financial and personal goals. He believes in planning and takes time to understand his client’s needs and develops personalized solutions for them.
· Bachelor of Science in Business/Indiana University
Personal/Community Life
Alan is committed to the communities he serves and volunteers his free time to various non-profit community boards. He is currently a member on the investment committee for the Community Foundation of Greater Fort Wayne, Inc.
When Alan is not working with his clients or volunteering, he spends his free time golfing and mountain biking. Alan enjoys family vacations, and his favorite destination is Walt Disney World! Alan has a wife, Lisa and two children. He is a devoted husband and father and enjoys nothing more than spending time with his family.
As a member of the Brewster Snyder Duff Private Wealth Management Group of Wells Fargo Advisors, Alan brings 30 years of experience in the wealth management industry. He has extensive knowledge in portfolio management, portfolio construction, investment planning and estate planning strategies. Alan has a passion for helping clients achieve financial and personal goals. He believes in planning and takes time to understand his client’s needs and develops personalized solutions for them.
· Bachelor of Science in Business/Indiana University
Personal/Community Life
Alan is committed to the communities he serves and volunteers his free time to various non-profit community boards. He is currently a member on the investment committee for the Community Foundation of Greater Fort Wayne, Inc.
When Alan is not working with his clients or volunteering, he spends his free time golfing and mountain biking. Alan enjoys family vacations, and his favorite destination is Walt Disney World! Alan has a wife, Lisa and two children. He is a devoted husband and father and enjoys nothing more than spending time with his family.
Contact
Education
- Indiana University
Stacy Alfonso
- Senior Registered Client Associate
- Officer
Client Focused Service
As Senior Registered Client Associate of the Brewster Snyder Duff Private Wealth Management Group of Wells Fargo Advisors, Stacy’s primary responsibility is providing operational and administrative support in building and maintaining client relationships. She is also tasked with producing the wealth planning reviews that Jerry and Randy review with clients.
Stacy is integral to the group’s focus on providing absolute client-focused service. She has over twenty years of experience in the financial services industry and has worked with Jerry since 2007.
Stacy lives in Tampa with her two dogs, Bruno and Heidi.
As Senior Registered Client Associate of the Brewster Snyder Duff Private Wealth Management Group of Wells Fargo Advisors, Stacy’s primary responsibility is providing operational and administrative support in building and maintaining client relationships. She is also tasked with producing the wealth planning reviews that Jerry and Randy review with clients.
Stacy is integral to the group’s focus on providing absolute client-focused service. She has over twenty years of experience in the financial services industry and has worked with Jerry since 2007.
Stacy lives in Tampa with her two dogs, Bruno and Heidi.
Contact
Melinda Dolphin
- Senior Client Associate
Client Focused Service
As a Senior Client Associate of the Brewster Snyder Duff Private Wealth Management Group of Wells Fargo Advisors, Melinda assists with day-to-day account maintenance and service, cultivating new client relationships, coordinating the group’s client education events, and assisting with the overall client experience.
Melinda resides in Tampa and shares her home with her boyfriend Kerry and their son Aziel. Currently Melinda volunteers at the Crisis Center of Tampa Bay as a member of the Women in Action organization.
As a Senior Client Associate of the Brewster Snyder Duff Private Wealth Management Group of Wells Fargo Advisors, Melinda assists with day-to-day account maintenance and service, cultivating new client relationships, coordinating the group’s client education events, and assisting with the overall client experience.
Melinda resides in Tampa and shares her home with her boyfriend Kerry and their son Aziel. Currently Melinda volunteers at the Crisis Center of Tampa Bay as a member of the Women in Action organization.