John J Pasacreta
Senior Financial Advisor, Managing Director - Investments @Wells Fargo Advisors
Old Greenwich, CT, US
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WORK HISTORY
Apr 2016 — Present
Senior Financial Advisor, Managing Director - Investments @Wells Fargo Advisors
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For over two decades my team of 4 and I have handled all areas of investment planning and risk management. In addition we can provide access to lending services through Wells Fargo Affiliates.
SKILLS
Estate Planning401k RolloversFinancial AnalysisSpecific ProductsWealth Preservation PlanningRetirement PlanningInsuranceAsset AllocationRisk ManagementMicrosoft OfficeFinancial AdvisoryStrategic PlanningInvestmentsBusiness Owner Planning
ABOUT JOHN J PASACRETA
Experienced Managing Director - With a demonstrated history of working in the financial…
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