WELLS FARGO ADVISORS FINANCIAL NETWORK - Key Persons
Job Titles:
- Senior Client Service Associate
Amy is a Senior Client Service Associate with Fratarcangeli Wealth Management and joined the team in 2018. She has over 25 years of experience in the financial services and private banking industry. Prior to joining our practice, Amy spent the previous 7 years as a Senior Client Associate at Wells Fargo Private Bank in South Bend Indiana. Her responsibilities included financial compliance to servicing the portfolios of Legacy Private Bank clients. Additionally, Amy was the liaison with the Wealth Management team for the high net worth client's fiduciary banking and lending needs, although she now no longer directly offers these services.
Amy adds enhanced value to the many facets of the client experience with a friendly and knowledgeable hands-on and dedicated approach to our client's needs. She resides in our Mishawaka Indiana office, servicing our large Indiana market, and serves as a lead Client Service Associate to all of our client's daily transactional and administrative needs. She supports our team in focusing on meeting all of our client's goals in the most detailed way.
Amy is lifetime resident of Indiana, and is an avid gardener and enjoys her strict regimen of daily workout time.
Job Titles:
- Chief Compliance and Risk Officer
Andy Grove joined Fratarcangeli Wealth Management in early 2022 and serves as the Chief Compliance and Risk Officer. Andy has worked in the financial services industry for 24 years. Prior to joining Fratarcangeli Wealth Management, Andy was most recently the Director of Operational Risk and a Senior Vice President with Wells Fargo Advisors Financial Network (FiNet) where he was responsible for leading the activities of the FiNet Risk Team.
Andy is a graduate of Southern Illinois University with a Bachelor's degree in Business Economics and a Masters of Business Administration from Lindenwood University. Andy holds the Series 7, 9, 10, 24, 63, and 66 licenses.
Andy is active in his community and served as a volunteer firefighter for 18 years. Andy and his wife Rhonda have young adult children, and they enjoy watching professional sports, being outdoors, and cycling.
Job Titles:
- Senior Relationship Manager
Tony joined Fratarcangeli Wealth Management (FWM) in 2023 as a Senior Relationship Manager. Prior to joining the team, he worked as a Mutual Fund Wholesaler at PGIM Investments (Prudential), where he specialized in Mutual Funds, ETFs, & Separately Managed Accounts (SMAs). Throughout his tenure at PGIM, Tony was recognized for providing exceptional client service & market related insights, with an emphasis on Fixed Income & Economics. Tony prides himself on taking a comprehensive, holistic approach to investment planning/analysis, portfolio construction, & building long lasting relationships with high net worth clientele.
Tony graduated from the University of Delaware with a Bachelor of Science in Finance. Currently, he is a candidate of the CFA Institute, where he is diligently working towards obtaining the renowned charter. Tony also holds both the Series 7 & 66 licenses.
Originally from New York City, Tony currently resides in Miami, Florida. He is an avid NY sports fan, & in his free time enjoys boating, music, & spending time in the sun.
Job Titles:
- Registered Relationship Manager
Ben joined the Fratarcangeli Wealth Management team as an intern in August 2021. He graduated with a Bachelor of Science in Finance from the Kelley School of Business at Indiana University. After working hard and gaining a strong foundation of valuable financial principles and practices, he began working as a full-time analyst in November 2021. In this role, he focused on portfolio analysis, industry research, and client review preparation. Ben has completed his SIE, Series 7, and Series 66 Securities Registration and has been a Relationship Manager ever since. He takes pride in creating trusting relationships and enjoys working hard to provide value to our clients. Ben looks forward to continuously carrying out Fratarcangeli Wealth Management's core values in all his interactions with clients on his journey to becoming a Financial Advisor. In his personal time, he enjoys attending sports games, traveling, playing golf, and relaxing under the South Florida sun.
Job Titles:
- Associate
- Relationship Manager
Based in our Michigan office, Christina Chodorowski joined Fratarcangeli Wealth Management as an intern in August of 2021, and currently operates as an Associate Relationship Manager. Christina has served in the industry for the past 5 years, gaining exceptional experience in accounting, banking, administration, and wealth management while developing a unique perspective on different aspects of the business. Christina's ambitious personality, passion for personal development, and natural leadership abilities aspires her to be a great asset to the team and the clients she serves in the next stage of her career. As an Associate Relationship Manager, she specializes in portfolio reports, client review preparation, and portfolio analysis.
Christina is proud to call Michigan home. Outside of the office, she enjoys family time, traveling, and fitness.
Chris joined the Fratarcangeli Wealth Management (FWM) Group in 2015. Beforehand, he worked on an equity trading team at Deutsche Bank for almost five years, where he was formally recognized for providing exceptional client service. Currently, he serves as Vice President of FWM, where he provides oversight of the advisory group, as well as acts as a Senior Relationship Manager. Chris is charged with providing comprehensive financial guidance to FWM's high net worth client's including retirement plan analysis, investment planning, portfolio optimization, and risk mitigation.
Chris graduated summa cum laude with a Bachelor of Science, double majoring in finance and real estate from Florida State University. Then, he completed a Master's of Corporate Finance degree from SDA Bocconi University in Milan, Italy. After completing this degree, he pursued a second master's degree at Fordham University, a Master of Science in Global Finance, where he was awarded a scholarship based on his academic and professional achievements from the NASDAQ OMX Educational Foundation. At Fordham, he gained the latest insights from Wall Street in a global context. This program advanced his in-depth knowledge of international finance, as well as the complex financial, governmental, and ethical issues facing multinational corporations in a world of interconnected markets. To round out his knowledge, Chris received his Certified Financial Planning (CFP) training from Northwestern University.
Furthermore, he serves as a board member of The Broward County Film Society which hosts Fort Lauderdale's International Film Festival. This role allows Chris to further his passion of bringing people together through cinema to educate, relate, and empower others. In his free time, he enjoys mentoring young adults, fitness and nutrition, and attending sporting events.
Job Titles:
- Administrative Assistant
- Marketing Coordinator
Danielle Parke joined the Fratarcangeli Wealth Management team in the summer of 2022 and serves as an Administrative Assistant. Her role as Marketing Coordinator allows her to use her keen attention to detail and organization skills to masker her job. She strives to lead the team with her efficiency and creative ideas on how we can continue to stand out. She assists our team in event planning, client relations, and charity endeavors.
Danielle started on the path of healthcare with her vision of being a nurse. She was known for making sure her patients received compassionate, quality care, along with her attention to detail and dedication to getting work done. Danielle has a passion for providing, although she decided that with two boys at home the long sleepless nights were taking her away from family. Danielle took her strengths and creativeness another direction; with Fratarcangeli Wealth Management. She uses her skills to add value to the team as well as with clients. In her free time she likes the beach, rollerblading, and traveling.
Job Titles:
- Associate
- Relationship Manager
Job Titles:
- Senior Client Associate
- Senior Client Service Associate
Erik joined Fratarcangeli Wealth Management in 2021 as a Senior Client Associate and brings over 6 years of industry experience to the team. He previously spent time with UBS Financial Services, Comerica Bank, and TD Bank and is passionate about helping clients with any issues. Erik provides first class professional assistance to our clients and prides himself on remaining detail oriented while multi-tasking in our fast pace environment.
Born and raised in New York City, Erik is a die-hard Yankees fan. He now resides in Boca Raton with his family and enjoys spending time with his kids. He is a theme park enthusiast and spends a lot of time outdoors.
Job Titles:
- Registered Senior Relationship Manager
Job Titles:
- Director of Retirement Services
Jim is an alum of University of Illinois- Champaign where he earned a Bachelor of Science in Finance alongside a minor in the aviation school's Professional Pilot Program. He graduated from Loyola University - Chicago, under a research scholarship in the Accounting Department with magna cum laude honors, earning a Master of Business Administration prior to achieving a CPA designation. Jim also served as an adjunct professor for Loyola's Quinlan School of Business.
Jim supports the group's national practice, with offices in Florida, Michigan, Indiana, and New York. With a passion for education opportunities, Jim supports student access to needed resources in our education system.
Jim joined Fratarcangeli Wealth Management in 2021 as a Client Service Associate and brings 15 years of experience in the financial services industry, eight years in mutual funds and seven years in real estate. His past experience gave him working knowledge of operations with trading, account maintenance, transfer agencies, back offices of broker dealers and clearing firms. He has worked with a large client base in a fast pace environment utilizing his analytical skills while maintaining a strong attention to detail. He has built strong relationships with internal and external clients and believes in providing an exceptional client experience. Jim is a graduate of Indiana University with a Bachelor of Business. He has passed several FINRA series registrations including the 6, 63, and 99.
Jim resides in Indiana after many years in Chicago. He enjoys traveling and spending time with family and friends, especially on game nights. He is in our Mishawaka Indiana office.
Job Titles:
- Financial Advisor
- Managing Principal
- Managing Principal and Founder of Fratarcangeli Wealth Management
Jeff is the Managing Principal and Founder of Fratarcangeli Wealth Management, a leading wealth management firm affiliated with Wells Fargo Advisors Financial Network. Entering his 28th year as a financial advisor, Jeff feels he has built a top notch, high-performance team that reflects his commitment to the highest standards of client service. Jeff and his team strive to be positive outliers, delivering and attracting the best.
decades, Jeff has been highly regarded by numerous publications and institutions in the
Jeff is a graduate of Eastern Michigan University, where he earned a Bachelor's in Business
Job Titles:
- Associate
- Relationship Manager
Job Titles:
- Senior Relationship Manager / Special Projects
Job Titles:
- Client Service Associate
- Senior Client Service Associate
Keri joined Fratarcangeli Wealth Management in 2019 as a Client Service Associate and brings with her over 20 years of experience in the Financial Services Industry. She provides first class professional assistance to our clients and her top priority is making sure all of our clients' needs have been fully met. Keri's attention to detail has been an instant asset to our team, and will continue to grow in her role as a lead administrator of transactions and money movement. Tackling customer concerns head-on, Keri prides herself in her attention to detail, first class level of assistance and professionalism.
Born and raised in Detroit Keri is a die-hard Detroit sports fan and loves watching her daughter dance competitively. Keri currently resides in Chesterfield with her husband and two children.
Job Titles:
- Registered Client Service Associate Supervisor
Job Titles:
- Human Resource Manager / Compliance Associate
- Office Manager / Human Resources & Compliance Associate
Liz joined Fratarcangeli Wealth Management Group in October 2020 and serves the team as a Human Resource Manager/Compliance Associate. Prior to joining the team, Liz received a Master's degree in Administration from Madonna University. She spent the last 25 years as an Educational Administrator working on compliance for various accreditation requirements and state licenses. Throughout her experience, she has established necessary skills that will help ensure the team is up to all standards of compliance. Liz is detailed oriented, organized, and a problem solver which will help keep the ethical integrity of the company at the highest level of expectation.
In her free time, Liz enjoys spending time with her husband, Bill and their two sons, Greg and Vinny. She also loves to travel and attend concerts and plays.
Job Titles:
- Registered Relationship Manager
Job Titles:
- Retirement Services Relationship Manager
Megan Robertson joined Fratarcangeli Wealth Management as an intern in October 2020. With
a strong work ethic and a great ability to learn and retain information, she swiftly evolved into a
new role as an Associate Relationship Manager. In this position, she established relationships
Job Titles:
- Registered Relationship Manager
Richard Gagliano joined the Fratarcangeli Wealth Management team in early 2021. Richard interned with Jeff in 2020 and after he completed his Bachelors of Science in Finance from Florida Gulf Coast University, he joined the team in a full capacity. Richard grew up working in his family's collision business at the age of 12. He learned early on the importance of hard honest work and treating people with respect. Richard left his hometown in metro Detroit to attend Florida Gulf Coast University on scholarship and over the next four years, he studied finance with a concentration in analysis and a minor in entrepreneurship. While at FGCU Richard applied and was accepted into a class called The Student Managed Investment Fund. Richard and three other students managed a special fund FGCU set aside to invest in equites and bonds.
Richard has joined the Fratarcangeli Wealth Management team as a Registered Relationship Manager. Richard has completed his Series 7 and 66 securities registrations. Richard looks forward to continuing to building his skills and build relationships with new and existing clients. Richard is driven to provide the absolute best services to clients and to build his skill set and accomplish his goal of becoming a Financial Advisor.
Richard is passionate about living a healthy lifestyle, Formula 1 racing, and is learning Italian in his free time.