MAIN STREET WEALTH MANAGEMENT - Key Persons
Alex M. DiMartino is an analyst and registered admin at Main Street Wealth Management, LLC a boutique private wealth management firm, based in Bedminster, NJ.
Alex specializes in macro market analysis, as well as technical and fundamental research. Additionally, he serves as a member of the firm's Investment Committee. Collaborating on a regular basis, the committee aims to explore investment opportunities as well as optimize strategy plans and portfolios.
Alex attended Babson College, where he played four years of NCAA Intercollegiate Baseball. A highlight of his time on the team was playing in the DIII College World Series. Alex continued his education at Babson, graduating with distinction from the F.W. Olin Graduate School of Business. He now resides in Mahwah, NJ.
Professional Designations/ Licenses: FINRA Series - SIE, 7, 66 - Registrations held through LPL Financial
Education: B.S. in Finance & Economics - Babson College
Job Titles:
- Agent With
- Insurance Specialist and Executive Assistant
Annie Mulroy is a Licensed Life Insurance agent with Main Street Wealth Management. She specializes in Personal and Small Business Life, Disability and Long Term Care Insurance solutions and works closely with both divorce and estate attorneys to ensure that their clients' needs are met. She is also the assistant to Managing Partner Robert Scott handling all aspects of client service.
Annie lives in Hunterdon County with her husband Jim and has three adult children. She established and runs a local hiking club and is an active member of the Prison Ministry team at South Ridge Community Church. She enjoys spending time with her family, reading, skiing, hiking and golf.
Job Titles:
- Chief Investment Officer
- Partner
John A. Franchi is a Partner and Chief Investment Officer at Main Street Wealth Management, LLC a boutique private wealth management firm, based in Bedminster, NJ.
John manages the firm's Investment Strategies and the operations of the Investment Department. Additionally, John serves as the Head of the firm's Investment Committee, which meets on a regular basis to discuss potential investment opportunities, strategy updates, and recommended portfolio changes.
John attended Kalamazoo College on Academic Scholarship, played four (4) years of NCAA Intercollegiate Football, and served as a member of the Athletic Leadership Council. Currently, John resides in Emerson, NJ with his wife and son.
Professional Designations/ Licenses: FINRA Series - 7, 63, & 65 - Registrations held through LPL Financial
Education: B.A. in Economics & Psychology - Kalamazoo College
Job Titles:
- Client Service Associate
- Mike Guarino As His Assistant
Kim Crawford is a graduate of East Stroudsburg University with a BA in Hospitality Management. Kim has worked with Mike Guarino as his assistant since 2007 for Guarino Wealth Management and is an essential part of his team. She oversees and manages the day-to-day operations and works closely with clients to provide an outstanding client experience and ensure they receive the highest level of service.
Kim is also a Notary Public. She resides in Panther Valley, NJ and enjoys the beach, golfing, and spending time with her three daughters.
Personal: Kyle served as the captain of the Men's Basketball team at Centenary. He also volunteers as an Assistant Varsity Coach at Mendham High School for the Boy's Basketball program. Kyle resides in Clinton, NJ with his wife Allie. He is an avid Giants fan and golfer, and enjoys experimenting in the kitchen with new recipes in his free time.
Mike Guarino, CDFA™, AIF® is a Wealth Advisor, Partner, and Accredited Investment Fiduciary with Main Street Wealth Management, LLC, a boutique wealth management firm based out of Bedminster, NJ. Mike worked his way through college at UPS and graduated from William Paterson University. He later worked at ADP as a manager in Information Technology for 12 years before starting his own wealth management company, Guarino Wealth Management. Mike has a diverse background in technology, and he leverages that to provide comprehensive and personalized financial planning services, including investment planning, retirement and college planning, and estate planning. Mike has been in the Financial Services industry since 2006 and received an advanced designation of Certified Divorce Financial Analyst.
Mike partnered with Main Street Wealth Management after 14 years at Guarino Wealth Management in Denville, NJ and his clients are his top priority. He enjoys golfing, cooking, playing guitar, writing music and spending time with his three sons, who he coached in lacrosse for 10 years.
Nancy Hanrahan is the Director of Operations of Main Street Wealth Management and Assistant to Robert Scott. Nancy works closely with Bob during the client review process generating analytical reports detailing performance and holdings. As the assistant to Bob she is also responsible for handling all aspects of client service. Nancy also oversees the human resource responsibilities for the firm.
Nancy enjoys golfing, skiing, reading and personal fitness. She volunteers with Habitat for Humanity, Feed the Need and Grow-A-Row. She resides in Millington, NJ with her husband John and two sons.
Job Titles:
- Executive Assistant
- Assistant to Robert Scott
Patricia Yula is the assistant to Robert Scott. Trish specializes in the client experience coordinating all Main Street Wealth Management client events. She also handles all aspects of client service assisting with both new and existing accounts.
Job Titles:
- Wealth Management Advisor With
Richard Rosa is a Wealth Management Advisor with Main Street Wealth Management, LLC, a boutique wealth management firm based out of Bedminster, NJ. Rich provides financial planning and investment advisory services to business owners, families, and successful individuals.
Rich is a Registered Representative with LPL Financial, Member FINRA/SIPC. Rich graduated from Montclair State University with a degree in Business Administration, with a concentration in Finance.
Rich resides in Parsippany, NJ. In his free time Rich enjoys golfing, grilling, and spending time with friends and family.
Job Titles:
- Partner
- Member of the Elite Peak Advisory Alliance
Tom is also a member of the elite Peak Advisory Alliance coaching and resource program for advisors which offer top advisors a wide spectrum of practice management tools to serve clients.