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Our Team

Nicolas Carrion

Associate Wealth Advisor
ncarrion@mswealth.com
Janet | Executive Assistant | Main Street Wealth Management

Janet Cuccaro

Executive Assistant
JCuccaro@MSWealth.com

James E. Dy, CFP®, ChFC®, CIMA®, AIF®, AAMS®, AWMA®

Partner
JDy@MSWealth.com
Alex M. DiMartino | Analyst | Main Street Wealth Management

Alex M. DiMartino

Analyst
adimartino@mswealth.com

Melissa Feinthel

Client Service Associate
MFeinthel@mswealth.com

Flordeliza Flores, CLTC®

Executive Assistant
FFlores@MSWealth.com

Rafael Flores

Executive Assistant
RFlores@MSWealth.com

Denise Ford

Client Service Associate
dford@mswealth.com

John A. Franchi

Partner | Chief Investment Officer
JFranchi@MSWealth.com

Nancy Hanrahan

Director of Operations
NHanrahan@MSWealth.com

Daniel Jago, CFP®, AIF®

Partner
DJago@MSWealth.com

Terri E. Krueger, ChFC®

Wealth Management Advisor
Terri.Krueger@LPL.com

Kyle Malavasi, CFP®, CEPA®

Partner | Wealth Management Advisor
kmalavasi@MSWealth.com

Annie Mulroy, CLTC®

Insurance Specialist and Executive Assistant
AMulroy@MSWealth.com

Laura Reilly

Client Service Associate
lreilly@mswealth.com

Jill Rizzo

Client Service Associate
Jill.Rizzo@LPL.com

Thomas Rose, CFS®, AIF®

Partner
trose@mswealth.com

Faith Ryan, FPQP®

Financial Representative
FRyan@MSWealth.com

William E. Ryan, Jr., CFP®

Partner
WRyan@MSWealth.com

David J. Schelhorn

Partner | Wealth Management Advisor
Dschelhorn@mswealth.com

Theresa Schultze

Client Service Associate
TheresaS@MSWealth.com

Robert W. Scott, CFP®

Managing Partner
RScott@MSWealth.com

Robert Sorge, MBA, CRPC®, AIF®

Partner
Robert.Sorge@LPL.com

Patricia Yula

Executive Assistant
PYula@MSWealth.com

Let's make your wealth work for you.

  Get in Touch    908-719-8700

Contact

(908) 719-8700
Info@MSWealth.com

   

Offices

415 Main Street, Bedminster, NJ 07921
384 Main Street, Bedminster, NJ 07921
364 Main Street, Suite 100, Bedminster, NJ 07921

Disclosure Forms

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Main Street Wealth Management are separate entities from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Disclosure Forms | LPL Financial Form CRS

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