Frank Santi

Jeffrey Wolf is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry, focusing on providing tailored wealth management and retirement planning solutions. Jeff works with clients of the PWS Wealth Management Group, developing strategies that consider risk tolerance, time horizon, liquidity needs, and overall investment goals. His areas of expertise include annuity products, portfolio management, college education planning, divorce transition planning, family wealth management, retirement income, and defined benefit and contribution plan consulting. Jeff holds several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Eastern Connecticut State University and completed an Accredited Certificate Program at the University of Southern California. Throughout his career, Jeff has been recognized for his dedication, including being named a top advisor in Connecticut by Forbes in 2021. Outside of his professional work, Jeff is a father to three children and stays active through CrossFit training and endurance racing. He is involved with organizations focused on rare diseases, including the Association for Rare Diseases and the Association for Creatine Deficiencies, supporting fundraising and awareness efforts. Jeff’s commitment to his family and community complements his client-centered financial advisory practice.

You've built an impressive tech career, accumulating equity and navigating complex compensation. Feeling excited but overwhelmed by your financial potential? You need more than an advisor - a strategic partner who truly understands tech professionals. We don't just manage wealth—we design your ideal professional life. Our approach goes beyond spreadsheets, providing clarity to make bold career decisions, optimize your equity, and create a financial plan aligned with your deepest goals. Our credentials - CFA, CFP®, Enrolled Agent - provide us the technical skills to then translate complex financial strategies into clear, actionable guidance specifically tailored to tech executives. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.

Julia Strickland is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, she partners with local individuals, families, and small businesses to develop and implement personalized financial strategies tailored to their specific goals. Her approach focuses on clarifying complex financial concepts to enable clients to make informed decisions and achieve financial stability and success. Prior to her current position, Julia served as a Financial Solutions Advisor and Assistant Vice President at Merrill from 2020 to 2023. She also gained experience as an ADP Relationship Manager at Bank of America between 2019 and 2020. Julia's professional background reflects a commitment to supporting clients in navigating various financial challenges. Outside of her professional work, Julia has interests in art, fitness, music, traveling, and volunteering.

Bradford Porter is a Senior Financial Advisor with Merrill Lynch Wealth Management, working from the West Hartford office as part of the Porter Wolf Wealth Management Group. He collaborates closely with his team to assist clients in determining their financial goals and implementing tailored strategies. With over 30 years of experience, Mr. Porter focuses on wealth management strategies involving mutual funds, equity management, bonds, and options. His client specialties include college education planning, divorce transition planning, family wealth management, employee financial health, managing new wealth, personal retirement planning, portfolio management, and both individual and corporate investment strategies. Mr. Porter holds an Associate's Degree from Mitchell College, as well as Bachelor's Degrees from the University of New Hampshire and the University of Connecticut. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Residing in Westbrook, CT, he lives with his wife Melissa and their four children. Outside of work, Mr. Porter enjoys baseball, boating, football, hiking, racquetball, soccer, table tennis, tennis, skiing, snowmobiling, and spending time with his family.

Matthew Cohen is a Financial Consultant at Fidelity Investments. He collaborates with clients to implement comprehensive financial plans aligned with their individual goals, focusing on understanding clients, their families, and their priorities. Matthew has held several roles at Fidelity Investments, including Financial Consultant (2023-2024), Investment Consultant (2022-2023), Relationship Manager (2020-2022), and Financial Representative (2019-2020). This progression reflects his experience in financial consulting and client relationship management. Outside of his professional work, Matthew has interests in the beach, football, pets, surfing, and traveling.