Background and experience

Sebastian works closely with clients to help develop their investment plans. These typically include a variety of investment vehicles, incorporating various investment strategies. Sebi focuses on investment strategies that attempt to capture the major trend in the financial markets and employs risk management tools to help minimize the volatility in client portfolios. These include but are not limited to strategic and tactical asset allocation and portfolio hedging.

· CERTIFIED FINANCIAL PLANNER® Professional

· Chartered Market Technician® Member of the Market Technicians Association

· Senior PIM Portfolio Manager

· BA., Business, Bernard Baruch College of the City University of New York

· 2023-2024 Forbes Best-in-State Wealth Management Teams- Marinus Financial

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. 

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Away from the office

Sebi resides in Holmdel, New Jersey with his wife, MaryAnn. They have two children, Anthony, a graduate of St. Joseph’s University in Philadelphia and Partner, Managing Principal with Marinus Financial, and Nicole, a graduate of the University of Delaware, employed at JP Morgan Chase. Sebi enjoys physical fitness activities, movies, and theatre. He and his wife have traveled extensively with their children and love taking family-oriented holidays. Sebi’s sport is tennis - he enjoys both playing the sport and watching the “pro” tournaments. Wine tasting is another hobby, and Sebi has tried his hand at making homemade wine.

Background and experience

Thomas strives to provide unbiased and independent strategies designed to help benefit individual investors with personalized investment advice to help grow, preserve and transfer wealth through sound investment planning based on in-depth analysis and understanding, fitting each client's unique situation. Tom is committed to ethical standards, integrity and mutual trust and respect. Tom constructs asset allocation to include a variety of styles to help balance returns and to help through difficult cycles.


· CERTIFIED FINANCIAL PLANNER® Professional

· Member of Financial Planning Association (FPA)

· Senior PIM Portfolio Manager

· BBA, Niagara University

· 2023-2024 Forbes Best-in-State Wealth Management Teams-Marinus Financial

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. 

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Away from the office

Tom resides in Ocean, NJ with his wife, Lisa. They have three children, Kelly, Matthew and Teddy. His daughter, Kelly, received her Masters in Special Education at Columbia University and, teaches at Winston Prep in NYC. He shares a passion for politics with his son, Matthew, a graduate of Boston College Law. His son, Teddy, is a graduate of Hamilton College and is working at GFI Global in London. Tom is a sports enthusiast and enjoys playing golf.

Background and experience

As a Financial Advisor, Anthony works closely with clients to develop comprehensive investment plans that help them achieve their financial goals. These plans utilize a broad range of products and strategies, including, but not limited to, equities, fixed income, mutual funds and exchange traded funds. Through the use of both strategic allocations, and tactical strategies, coupled with a consultative process, Anthony is able to develop personalized plans that aim to help clients lead successful financial lives.


· CERTIFIED FINANCIAL PLANNER® Professional

· CHARTERED LIFE UNDERWRITER®

· BS, Finance, Risk Management & Insurance, Saint Joseph’s University

· 2023-2024 Forbes Best-in-State Wealth Management Teams-Marinus Financial

· 2023-2024 Forbes Top Next-Gen Wealth Advisors Best-in-State Ranking

 

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. 

2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. View Award Disclosures

Away from the office

Anthony currently resides in Hazlet, New Jersey with his wife, Courtney and sons Sebastian and Leo. Anthony joined Wells Fargo Advisors in 2014. His prior financial experiences include working as a managed products sales consultant at a major wealth management firm, as well as being an integral of operations for a boutique mutual fund company. Anthony played varsity tennis while attending Christian Brothers Academy.

Background and experience

Philip’s goal is focused on providing customized wealth management strategies and portfolio management services by utilizing products which include equities, fixed income, and exchange-traded funds. Phil’s approach to investing is combining strategic models with a tactical methodology based upon market trends and risk management.  Phil uses a consultative investment concept and provide unbiased and independent strategies to help benefit each investor and strive to achieve the appropriate investment strategies in order to meet clients’ personal and financial goals.  This includes personalized communication with clients and the reviews of their investment plans.


· CERTIFIED FINANCIAL PLANNER® Professional

· Foundation Trustee - Brookdale Community College

· BA, Business Management, Gettysburg College

· 2023-2024 Forbes Best-in-State Wealth Management Teams-Marinus Financial

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. 

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Away from the office

Phil resides in Oceanport, New Jersey with his wife, Marissa, and daughters Katherine and Charlotte. Phil joined Wells Fargo Advisors in 2007. Phil’s prior financial experience includes broker trading with various corporations. He also has handled various policies and claims for a major insurance corporation. Phil is an avid golfer and a member at Deal Golf & Country Club. Phil volunteers his time in the community with the Brookdale Community College Foundation as well as the First Tee-Jersey Shore.

Background and experience

Mark is focused on providing a wide range of services from helping to build customized investment portfolios to developing your retirement plan -- utilizing both strategic and tactical portfolio management for risk considerations. Through access to a broad array of company resources -- including research analysts and economic and market experts -- Mark helps clients make informed investment decisions based on specific needs and helps align investments with client’s values. Mark takes pride in delivering unbiased and independent strategies designed to help benefit individual investors with personalized investment advice.


· CERTIFIED FINANCIAL PLANNER® Professional

· BA, University of Vermont

· 2023-2024 Forbes Best-in-State Wealth Management Teams-Marinus Financial

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. 

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Away from the office

Mark joined Wells Fargo Advisors in 2019. His prior financial experience includes managing the Middle Office team at PineBridge Investments in Manhattan and working as an Advisory Sales Specialist at Morgan Stanley. Mark currently resides in Fair Haven, NJ with his wife, Kelly, and their young children, Wally, and Phoebe. He is an active member of the community and loves to volunteer at various local organizations. In his free time, Mark enjoys playing basketball, tennis, surfing and traveling with his family.

Karen joined Wells Fargo Advisors in 2009 and previously served with Wachovia Securities, a predecessor firm and in the Retirement area of Prudential Securities. Having been in the financial services industry since 1992, Karen provides clients with dedicated personal service. She specializes in answering statement questions, handling transactions, facilitating fed fund wires, and all IRA transactions. Her attention to detail is outstanding and she excels as a member of the group.

Marifrances joined Wells Fargo Advisors in 2009 and has been in the financial services industry since 2000. Coming from Prudential Retirement Services, her expertise is in the retirement area. As a Client Associate, she supports the group in all functions, including direct communication and problem solving for clients. Marifrances is dedicated, professional and takes pride in her responsibilities towards our clients.

Joelle joined Marinus Financial in April of 2022.  Joelle’s prior financial experiences include working as an assistant branch manager for 10 years at various Citibank locations in New York. She also spent 5 years as a branch office administrator at Bankers Life in Tinton Falls, New Jersey. As well as working in the non-profit world for 10 years as a director of fundraising and special events.

Stefany has been with Wells Fargo Advisors since 2022 and has experience in the banking industry since 2009. Coming from Bank of America, her expertise is in Relationship Management. As a Client Associate, she handles administrative tasks and supports Financial Advisors in managing Portfolio Reviews.  Stefany loves what she does and makes it a priority to take care of our clients.

Janice joined Wells Fargo Advisors in 2010 and has more than 25 years of financial services experience. Janice strives to ensure that our client’s administrative, trading and operational needs are handled accurately and quickly.  Janice handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.