Gary Weisner is a dedicated financial advisor who enjoys working closely with individuals and families to help them achieve their financial goals and, most importantly, live their best lives. He takes pride in truly understanding the people he works with and helping them gain clarity around their investments and the objectives those investments are designed to support. His approach is rooted in trust, transparency, and long-term relationships.

Gary brings more than 40 years of experience in the financial advisory industry. He is currently with Wells Fargo Advisors and previously spent over three decades with Oppenheimer & Co. Inc. He earned a degree in Economics with a minor in Psychology at SUNY Albany, an academic foundation that has help compliment his ability to understand both the financial and personal dimensions of wealth management.

A lifelong athlete, Gary was a member of the SUNY Albany lacrosse team and remains active today, having transitioned to golf as his primary sport. Outside of work, he values time with family and friends and staying physically engaged. He also enjoys mentoring the next generation of advisors and investors, sharing his experience and perspective to help shape the future of the profession.

As a Senior Registered Client Associate at Wells Fargo Advisors, Chase has been part of the Wise Group of Wells Fargo Advisors since 2023 and has been serving clients in the financial services industry since 2019. He strives to provide tailored wealth management and investment client services to help deliver seamless personalized experiences. His approach is rooted in professionalism, accuracy, and responsiveness, ensuring that client needs are efficiently met.

Chase supports clients with portfolio servicing, account management, and the execution of investment and service‑related requests. His attention to detail, strong organizational skills, and proactive mindset, helps ensure precise daily operations and consistent communication. In congruence with the Wise Group Chase dedicates his efforts to the individuals and families who benefit from Wells Fargo’s wide array of investment, banking and lending services. He plays a vital role in maintaining a high level of trust and reliability within client relationships.

Born and raised in Manhasset, Long Island, Chase attended Chaminade High School and earned his undergraduate degree from Pennsylvania State University as a Dual Major. He Holds FINRA Series 7 and 66 Licenses. Outside of the office, he enjoys swimming, running, skiing, going to the beach, and spending time with his family.

As an Associate Vice President- Investment Officer at Wells Fargo Advisors, Pat has been a part of the Wise Group of Wells Fargo Advisors since 2017 when he started as an intern right out of college. He became a financial advisor to help people make confident, informed decisions about their financial lives. He is motivated by the responsibility clients place in him and believes thoughtful planning can provide clarity during both opportunity and uncertainty. Pat focuses on building long-term relationships grounded in trust, transparency, and clear communication.

What Pat enjoys most is helping clients connect their money to what matters most to them. Whether that is preserving family, planning for retirement, or navigating life transitions. He takes pride in simplifying complex financial topics and creating strategies that feel practical and personalized, allowing clients to move forward with confidence. Seeing clients gain confidence and achieve meaningful milestones is what he finds most rewarding.

Born and raised in Floral Park, Long Island, Pat earned his undergraduate degree in accounting from Molloy University. Married and residing in Long Beach, NY, he enjoys spending quality time with family, staying active, and embracing the coastal lifestyle.