Broker Check

Team

 
Robert is the Founder of Gladstone Wealth Group, a Multi Family Office that helps individuals and businesses piece together all aspects of their financial lives. Recognizing that wealth management is more than just investments,...

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Phil Marchetti

Managing Director, Private Wealth Advisor

(908) 719-1313 x127

With over 17 years of investment and client service experience, Mr. Marchetti has worked at some of the world's largest financial institutions. During his tenure he was consistently recognized as a top advisor. Phil was ranked #24 of...

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Keith Brothers

Managing Director, Private Wealth Advisor

(908) 719-1313 x110

After graduating with a BS in Finance Mr. Brothers has focused his talents in working with high net worth individuals, families, mid to small size institutions and their advisors. He is a highly sophisticated investment professional...

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Daniel P. Cavise

Managing Director - Private Wealth Advisor

(908) 719-1313 x116

Dan Cavise has over 12 years of experience in the financial services industry working with firms such as Merrill Lynch and UBS. He aims to provide the best service in the industry and understands the importance of not only growing, but...

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Tom comes to the Gladstone Wealth Group with over 13 years of investment experience. He achieved a BFA from William Paterson University, a MFA from SUNY Purchase, and a MBA from Centenary University. Currently, Tom holds two industry...

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Jomar Fernandez

Senior Vice President, Private Wealth Advisor

(908) 719-1313 x109

Jomar Fernandez entered the financial services business 16 years ago with Merrill Lynch, over the years he has worked at Chase and PNC. Mr. Fernandez possesses the professional designation of Charted Retirement Planning Counselor...

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Mr. Gambino has over 17 years in the banking and financial services industry, working at Bank of America, PNC, and HSBC. Mr. Gambino’s focus has been to help educate clients in navigating the financial markets. This includes,...

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Mr. Hoffman has more than 15 years experience in business, banking and Investment Services. After working for Merrill Lynch throughout college, Mr. Hoffman joined Merrill’s 401k and Investment Services where he gained his thirst...

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Rob has over 10 years in the banking and financial services industry working with firms such as Merrill Lynch and Principal Financial Group. Rob believes in providing comprehensive financial and investment strategies for his clients...

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Robert graduated from Lehigh University with a BS in Finance and a BS in Marketing. After a few years in the financial industry in NYC, Robert joined his family business franchising restaurants. He spent almost a decade in the business...

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Michael Palace

Senior Vice President, Private Wealth Advisor

(908) 719-1313 x115

With a quarter century of Financial Management experience and an MBA from the Rutgers Graduate School of Management, Michael Palace brings a depth of financial expertise to LPL Financial and the Gladstone Wealth Group Team. He began...

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Richard Pascual

Private Wealth Advisor

(908) 719-1313 x117

With nearly 20 years experience in the Financial Industry, Mr. Pascual brings a diversified and well rounded approach to money management and financial planning. His objectives are to ensure the highest level of service for his clients...

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Ms. Pyryt is responsible for the operations of Gladstone Wealth Group. From creating financial plans, portfolio illustrations, and interacting with clients on a daily basis, Monica strives to ensure the client experience is highly...

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Joseph Riccelli

Senior Vice President, Private Wealth Advisor

(908) 719-1313 x131

Provides his clients with an exceptional experience that leverages his 17 years of investment and insurance experience. Mr. Riccelli provides clients with comprehensive, customized strategies for their retirement, wealth management,...

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Mr. Roth manages the creation, delivery and implementation of financial plans and client service needs. Before joining Gladstone Wealth Group, Stephen spent 11 years at Prudential Financial as a financial planner and investment advisor...

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Jennifer joins Gladstone Wealth Group with nearly 15 years of experience in the financial services industry; having worked previously at Morgan Stanley and PNC. She is passionate about providing an exceptional client experience and...

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With eight years experience in the financial industry and twenty years of client service experience, Mr. Tullo brings a professional approach that assists the team with putting an individualized plan in place for each of the group's...

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Richard Dragotta, ChFC, CRPC

LPL Registered Principal

Mr. Dragotta is an integral part of our full service infrastructure, offering operational support, advocacy and compliance oversight through LPL Financial. With more than 20 years of experience in the financial services industry, Mr....

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Robert Slomin

Chief Compliance Officer

Robert P. Slomin serves as Vice President and Chief Compliance Officer (“CCO”) for Private Portfolio Partners LLC (“PPP”) and Gladstone Institutional Advisors LLC (“GIA”), separate entities and...

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Robert F. Limmer

President - Private Client Group

(201)639-7646

Robert joins Gladstone Wealth Group following a career of demonstrated results spanning over 30 years in leadership roles at a number of the largest financial services firms in the Wealth Management industry. He brings to GWG a broad...

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