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Team

At Main Street Wealth Management, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Robert W Scott, CFP® is the founder of Main Street Wealth Management, based in Bedminster, NJ. He provides financial planning and investment advisory services to entrepreneurs and successful individuals.

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Thomas W. Rose is a partner at Main Street Wealth Management. Through LPL Financial, he provides comprehensive financial planning and investment advisory services to entrepreneurs, corporate executives, retirees and their families.

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James E. Dy is a Partner at Main Street Wealth Management, LLC. With over 20 years of experience, he specializes in working with successful physicians, retirees, executives and business owners in the key areas of estate conservation,...

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Daniel J. Jago is a Financial Advisor with Main Street Wealth Management, LLC. He provides financial planning and investment advisory services to entrepreneurs, families and successful individuals...

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Aaron T. Hansz, CRPC® AIF® is a partner at Main Street Wealth Management, based in Bedminster, NJ. Through LPL Financial, he provides comprehensive financial planning and investment advisory services to entrepreneurs, corporate...

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John A. Franchi

Director, Investment Research

908-719-8700

908-719-8735

John A. Franchi is the Director of Investment Research and Portfolio Management at Main Street Wealth Management. With nearly a decade of investment experience, John’s primary responsibilities include conducting research, assessing...

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Nancy Hanrahan

Office Administrator

908-719-8700

908-719-8735

Nancy Hanrahan is the Office Manager 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...

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Annie Mulroy, CLTC

Insurance Specialist and Executive Assistant

908-719-8700

908-719-8735

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...

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Patricia Yula

Executive Assistant

908-719-8700 x111

908-719-8735

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...

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Nancy Connett

Executive Assistant

908-719-8700

908-719-8735

Darlene Donegan

Executive Assistant

908-719-8700

908-719-8735

Flordeliza Flores, CLTC

Insurance Specialist and Executive Assistant

908-719-8700

908-719-8735

Rafael Flores

Executive Assistant

908-719-8700

908-777-8835

Janet Cuccaro

Executive Assistant

908-719-8700

908-719-8735