Broker Check

 
 
198 US Highway 9 North, Suite 204
Manalapan, New Jersey 07726

Phone: 732.845.1929

Fax: 732.845.1104
Email: jim@kingfn.com

Our Support

We believe Commonwealth’s infrastructure and support are unmatched. Commonwealth is independently owned and managed, which means the firm has the freedom to allocate resources where they are needed and to act in the best interest of its financial advisors and their clients—not shareholders. The firm’s advisor-to-staff ratio is one of the best in the industry. Not only do they have qualified professionals in all aspects of financial planning, but we are able to contact those experts directly and quickly. Commonwealth’s vast support system enables our team to collaborate with the qualified professionals at Commonwealth who are ready to problem solve and develop plans alongside us.

*As reported by Financial Planning magazine 2014, based on total revenue.

CFN Research Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of investment research specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.

Research All-Stars at Work for You
Commonwealth has been recognized by Financial Advisor and Private Wealth magazines for the third time for having an all-star research team. Commonwealth's Brad McMillan, senior vice president and chief investment officer; Brian Price, vice president; Meagan Swanson, manager, fixed income research; and Jim McAllister, director, equity research, were selected based on nominations from readers.


Brad McMillan, CFA®
Senior Vice President & Chief Investment Officer


Brian Price, CFA®
Vice President, Investment Management and Research


Susan Kelly
Director, Investment Management and Research


Chad LaFauci, CFA®, CAIA
Director, Real Assets


Jim McAllister, CFA®
Director, Equity Research


Fred DeBaets
Portfolio Manager, Fixed Income


Meagan Swanson, CFA®
Manager, Fixed Income Research


Elise Randazzo
Senior Research Analyst, Fixed Income


Brian McCormick
Senior Research Analyst, Small- and Mid-Cap Equity


Peter Essele, CFA®
Portfolio Manager, Investment Management


Chris Fasciano
Portfolio Manager, Investment Management and Research


Anuradha Gaggar, CFA®
Research Analyst, International and Emerging Markets


Joe Maduri, CFA®
Research Analyst, Fixed Income


Robert Kane
Research Analyst, Alternatives


Nathan Parker, CFA®
Research Analyst, Real Assets


Lira Bukuvali
Research Associate, Equity


Eduardo Ciuffo
Research Associate, Real Assets


Brody Preston
Research Associate, Equity


Andrew Kitchings
Investment Research Analyst


Kevin Hughes
Investment Research Associate

CFN Planning Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of Advanced Planning specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. You can learn more about this team below.


Gavin Morrissey
Senior Vice President, Wealth Management


Rose Watson
Director, Advanced Planning


Justin Duft, CFP®, JD
Advanced Planning Consultant


Kol Birke
Vice President, Business Systems Strategies and Financial Behavior Specialist


Maureen Baxter
Advanced Planning Consultant


Heather Zack
Advanced Planning Consultant


Patrick Noonan, CFP®
Advanced Planning Consultant


Olivia Zaiya
Advanced Planning Consultant

CFN Insurance Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of insurance and risk management specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization. You can learn more about this team below.


Gavin Morrissey
JD, LLM
Senior Vice President, Wealth Management


Ethan Young
Director, Insurance and Annuities


Shannon Brennan
CLU®, ChFC®
Director, Insurance Operations


Susan Kobara
MBA, CLTC
Supervisor, Long-Term Care


Noah Wizer-Vecchi
CLU®, ChFC®, CLTC, CFP®
Senior Insurance Product Consultant


Thomas Bonner
Insurance Product Consultant


Michael Callahan
Insurance Product Consultant


John Henkelman, CFP®
Insurance Product Consultant


Jim Doucette
Insurance Product Consultant


Michele Santiago
Insurance Product Consultant


Marie Hendrickx
Senior Case Manager


Melissa Falone
Team Lead, Insurance Operations


Susan Carrozza
Case Manager


Jenna Maloney
Case Manager


Matthew Chasey
Case Manager


Ryan McNamara
Case Manager


Rebecca Riter
New Business Associate


Tim Helman
New Business Associate


Katherine Pierce
New Business Associate


Melissa Castellanos
Associate Insurance Product Consultant

CFN Retirement Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of knowledgeable and experienced retirement professionals at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the members on this team brings a breadth of experience in the industry and within their own specialization. You can learn more about this team below.


Gavin Morrissey
Senior Vice President, Wealth Management


Paul Mahan
Senior Vice President, Retirement Consulting Services


Kathleen Roche
Director, Retirement Consulting Services


Steve Kochis
Operations Manager, Retirement Consulting Services


John Peters, CFP®
Business Development Consultant


Thomas Crutchfield, CFP®
Business Development Consultant


Dan Collins
Business Development Consultant


Michael Geraci
Retirement Sales Consultant


Derenig Kostikian, CFP®
Retirement Sales Consultant


Andrew Farrell
Retirement Sales Consultant


Patricia Garvey
Product Manager, Retirement Consulting Services


Mat Powers, CFA®
Product Manager, Retirement Consulting Services


Steven Johnian
IRA Consultant


Sheryll Yee
IRA Consultant

 
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