Alan is currently the lead advisor on a 7-member team managing over $530 million in client assets as of January 2025. Over his 35-year career, Alan has been privileged to have worked at many of the elite brokerage firms. His career started in college, where he worked for Smith Barney at its Park Avenue office. Upon graduation from Pace University in Westchester, NY, Alan took a job with a boutique firm, Kidder Peabody. After 5 years Alan would move to the Wall Street titans Merrill Lynch and Morgan Stanley. He hit his stride, however, at Wells Fargo Advisors, where he assembled his present team. During that period, he was a regular on the Platinum Council in 2019, 2021, 2022, 2023, and 2024. Most recently, his team was awarded Best-in-State Wealth Management Teams in 2023, 2024, 2025, and 2026 by the prestigious Forbes magazine. When the opportunity arose, Alan and his team moved into Wells Fargo’s independent brokerage unit, Wells Fargo Advisors Financial Network.
Outside of business, Alan and his wife, Sandra, live in Little Falls with their Maltese, Lucia, and their daughter, Alexandra, who runs the group's marketing department. When Alan is not reviewing client portfolios, you can find him at the gym, as he is an avid weight trainer. Alan also enjoys music and fine dining. Alan and his team are excited about the next chapter of our story: owning our own practice.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of financial advisors within Wells Fargo Advisors Financial Network 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.