Working together for your future

Focus

C.W. is a Managing Director and Financial Advisor who values each client relationship. He is dedicated to helping people build and maintain a plan that helps them achieve their financial goals and retire successfully. He also works closely with his clients and their families, addressing concerns involving long term care and estate planning.


Background & Experience

C.W. has over 25 years of experience in the financial services industry and specializes in managing portfolios while minimizing risk for pre-retirees and retirees and creating income plans for their retirement years.

After earning his BA from Colby College in International Relations and Economics, C.W. began working at Merrill Lynch as a Vice President – Investments, Financial Advisor, and then as the Northeast Complex Sales Manager. He takes a comprehensive planning approach to help his clients and their families plan for, prioritize and reach their retirement goals using customized investment strategies that work to build and preserve wealth.

C.W. has been recognized as a Platinum Council Advisor at Wells Fargo Advisors each year from 2014 - 2023. The Platinum Council (previously known as Premier Advisor) distinction is held be 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.


Away from the office

Active in the community, C.W. is involved with The Mohawk & Hudson River Humane Society, The Rensselaer County Chamber of Commerce and The Country Club of Troy. He splits his time between Troy, NY and Naples, FL with his two cats, Peggy and Niko. When not working, he enjoys tennis, boating, and golf.

 

CA Insurance License Number: 0D25668. Resident State FL.

Focus

Meg is a First Vice President and Financial Advisor and enjoys working with individuals and families to help them make financial and investment decisions. She works side-by-side with these individuals and families to create a customized plan, clearly explaining each step along the way, to help them meet their financial needs, now and into the future.


Background & Experience

Meg joined Wells Fargo Advisors in 2016 as a Financial Advisor with a focus in relationship management, fiduciary services, and managing the client experience. In 2019, Meg joined The Kelleher Group of Wells Fargo Advisors working with clients hands on; providing tailored investment planning strategies. The team then became The Kelleher Group of Edwards Asset Management which is an affiliate of Wells Fargo Advisors Financial Network.

As a financial advisor, Meg earned the CERTIFIED DIVORCE FINANCIAL ANALYST^® professional designation from the Institute for Divorce Financial Analysts. The coursework included demonstrating skills in analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA^® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Meg earned her BS in Marketing and Management from Siena College in 2006, and A.A.S. in Business Administration from Hudson Valley Community College in 2004.


Away from the office

Born and raised in Troy, NY, Meg is a very family oriented person and spends most of her time with her husband, Matt, and three young sons. She enjoys being involved in her children' extracurricular activities and school events.  Meg has been a member of Women United of The United Way of the Greater Capital Region since 2021 and is on the subcommittee for Membership Growth, Engagement and Events.



CA Insurance License Number: 0M78090. Resident State NY.

Focus

As a Client Associate, Griffin’s focus is to provide operational assistance to help enhance the overall client experience. He assists clients with questions and any maintenance items needed for their accounts. He also completes service requests, assembles reports and information for client reviews and handles account paperwork.
 

Background & Experience

• Griffin’s educational background includes earning his B.S. degree in Marketing/Management from SUNY Albany.

• Prior to joining the team, he built experience in financial services as an Associate Operations Processor for Wells Fargo Advisors.

 Away from the office

Away from the office Griffin enjoys golfing whenever he can with his father or friends, listening to podcasts or researching interesting topics, and exploring new hobbies and interests.