Senior Financial Advisor
Managing Director – Investments
Senior PIM Portfolio Manager

Phone: 908-301-2865
Email: vincent.luongo@wellsfargo.com 

Vincent Luongo is a financial advisor with over 19 years’ experience in the financial services industry. Vincent focuses on creating comprehensive wealth management strategies for professionals, business owners, corporate executives, and wealthy families and individuals. Vincent also provides consulting services for business and corporate retirement plans, as well as corporate cash management.

Prior to joining Wells Fargo Advisors in 2019, Vincent started his career at Morgan Stanley and later UBS Financial Services, where he held the title of Retirement Plan Consultant and Portfolio Manager. Vincent believes the investment planning process is the key factor in building wealth prudently and intelligently. He conducts a thorough assessment of each client’s complete financial picture, including assets, liabilities, insurance needs, and cash flow. He believes the most important aspect is understanding each client’s unique goals and aspirations. Vincent uses this information to create strategic wealth plans based on these objectives.

Vincent graduated with Honors from the University at Albany with a BS in Finance. Vincent obtained the Chartered Retirement Plans SpecialistSM and Chartered Retirement Planning CounselorSM degrees from the College of Financial Planning in 2011 and 2016 respectively.  2023 through 2025, Vincent was recognized as one of the top 100 Solo Advisors to Watch by Advisorhub*.  Also in 2024, Vincent was named to the 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State*.   


Vincent is also a long-standing member Rotary International, a non-profit serving the Staten Island and Westfield community, also having served as the President of the Mid Island Rotary club in 2014 – 2016.   He was recently honored in 2021 as a Paul Harris Fellow.   

Away from the office, Vincent enjoys sports and traveling.   He lives in Clark, NJ with his wife Chrystie-Lynn and four children. 
 
California Insurance License # 4091422,  Resident State NJ

 


2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.  https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#advisorhub

2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% of candidates) were named 2024 AdvisorHub Advisors to Watch.  https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#advisorhub

2023 AdvisorHub Advisors to Watch: Awarded June 2023; Data compiled by AdvisorHub based on the time period from 12/31/21 - 12/31/22 (Source: AdvisorHub). The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% of candidates) were named 2023 AdvisorHub Advisors to Watch.  https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#advisorhub

2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating 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.

Registered Client Associate
Phone: 908-598-3980
Email: kyle.warehime@wellsfargo.com
California Insurance License # 0M67699,  Resident State NJ 

Kyle is a Registered Client Associate on our team and holds the FINRA Series 7 and Series 66 registrations, along with Life and Health Insurance licenses. He has earned the CFP® designation (Certified Financial Planner®), one of the industry’s most rigorous credentials, with a focus on comprehensive wealth planning, security analysis, and portfolio management. Kyle is currently pursuing the ChFC® (Chartered Financial Consultant®) designation to further expand his expertise in advanced wealth planning strategies.

Kyle plays an integral role in supporting clients and advisors by overseeing administrative operations, developing and reviewing customized wealth plans, and helping ensure every client receives attentive, personalized service delivered with integrity and professionalism.

Outside of the office, Kyle enjoys traveling, skiing, and golfing. He resides in Mount Arlington, New Jersey with his wife, Nicole.