Wells Fargo Advisors Financial Network announced the addition of two advisor teams on Long Island that have joined from Merrill Lynch to form Twin Harbors Private Wealth.
The new firm includes financial advisors Jeffrey Wang, Corey Streim, Daniel Sporn, Joseph Ilg, John Rizzo, and Kyle Napolitano. The team will operate through Wells Fargo Advisors Financial Network’s independent advisor platform.
According to Issy Holzschuh, Managing Director and Market Leader for the Long Island market at Wells Fargo Advisors, the transition reflects a broader industry trend in which high-performing advisory teams are increasingly pursuing independence while maintaining access to high-net-worth wealth management capabilities and broader client service resources.
The addition further expands Wells Fargo Advisors Financial Network’s presence on Long Island as the firm continues attracting experienced advisor teams seeking greater operational flexibility and independence.
KEY QUOTES:
“I’m excited to welcome two outstanding teams — Jeffrey Wang, Corey Streim, and Daniel Sporn, along with Joseph Ilg, John Rizzo, and Kyle Napolitano — to Wells Fargo Advisors Financial Network (FiNet) on Long Island. Together, they are joining from Merrill Lynch to form Twin Harbors Private Wealth.”
“Their move reflects a broader trend across the industry, as top-tier teams increasingly seek independence backed by a powerful high-net-worth platform and the ability to elevate the client experience.”
“Proud to partner with Jeff, Joe, and the entire team as they begin this exciting new chapter — welcome to Long Island.”
Issy Holzschuh, Managing Director and Market Leader for the Long Island Market, Wells Fargo Advisors
