Advisors at this firm
Keith T
CFP®, Series 63, Series 65
Chatham, NJ
Hamel Associates, Inc.
Keith Tucholski is a CFP® with 22 years of industry experience and has been with Hamel Associates, Inc. in Chatham, NJ since 2002. He holds Series 63 and Series 65 licenses and is part of a five-advisor team. Hamel Associates, Inc. provides fee-based wealth management primarily to high-net-worth individuals as well as corporations, pension plans, and foundations. The firm employs a value-oriented equity approach focused on dividend-paying, large-cap stocks and uses investment-grade fixed income for diversification, managing approximately $514.6 million in assets.
Christine W
Series 65
St. Louis, MO
Hamel Associates, Inc.
Christine Wood is a financial advisor at Hamel Associates, Inc. in St. Louis, MO, holding a Series 65 credential with four years of industry experience. She has been with Hamel Associates since 2007. Hamel Associates, Inc. provides fee-based wealth management primarily to high-net-worth individuals, as well as corporations, pension plans, and foundations. The firm employs a value-oriented equity approach focusing on dividend-paying, large-cap stocks and uses investment-grade fixed income for diversification, managing approximately $514.6 million in assets.
Joshua T
Series 65
Atlanta, GA
Hamel Associates, Inc.
Joshua Tosoni is a financial advisor at Hamel Associates, Inc. in Atlanta, GA, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked in education at Seton Hall University and the Arnold Maryland School District. Hamel Associates, Inc. provides fee-based wealth management primarily to high-net-worth individuals, as well as corporations, pension plans, and foundations. The firm employs a value-oriented equity approach focused on dividend-paying, large-cap stocks and uses investment-grade fixed income for diversification, managing approximately $514.6 million in assets.
Pasquale H
Series 65
Center Valley, PA
Hamel Associates, Inc.
Pasquale Hamel is a financial advisor at Hamel Associates, Inc. with 22 years of industry experience. He holds the Series 65 designation and has been with Hamel Associates since 2001. Hamel Associates, Inc. provides fee-based wealth management primarily to high-net-worth individuals, as well as corporations, pension plans, and foundations. The firm employs a value-oriented equity approach focusing on dividend-paying, large-cap stocks and uses investment-grade fixed income for diversification, managing approximately $514.6 million in assets.
Marisa Y
Series 63, Series 65
Center Valley, PA
Hamel Associates, Inc.
Marisa Yannuzzi is a financial advisor at Hamel Associates, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hamel Associates since 2006. Hamel Associates, Inc. provides fee-based wealth management primarily to high-net-worth individuals, as well as corporations, pension plans, and foundations. The firm employs a value-oriented equity approach focused on dividend-paying, large-cap stocks and uses investment-grade fixed income for diversification, managing approximately $514.6 million in assets.
