![]() He is a graduate of Lafayette College with a degree in Economics and earned his MBA from Seton Hall University with a concentration in Finance. Ramapo Wealth Advisors' third advisor is Vice President and Wealth Manager David Puccia, who brings over 40 years of experience in financial services, having worked for Wells Fargo and its legacy banks since 1979. After growing his practice for almost 13 years with Smith Barney, Peter accepted the position of Vice President with Wells Fargo Advisors in 2009. After graduating from Bucknell University in 1985 with a BA degree in Economics, he went to work for Morgan Guarantee Trust Company in New York City, where his last position was Assistant Treasurer in the firm's Institutional Securities Lending department before being accepted into Smith Barney's brokerage training program, where he became securities and insurance licensed as a financial advisor, working in the firm's Paramus, NJ office. Gordinier has worked in financial services for over 35 years and has been a financial advisor for more than 25 years. "We also felt that their multi-custodial approach to the business would allow us to better serve our clients in the manner which they deserve." Gordinier, Director and Wealth Manager, Ramapo Wealth Advisors. "We found that Steward's entrepreneurial spirit dovetailed with our approach and how we envisioned our practice going forward," echoed Peter T. In addition to earning the Certified Financial Planner designation, he holds an MBA in Finance and a BS in Accounting from Rutgers University. ![]() He joined Wells Fargo in 2009, where he served as Managing Director, Senior Vice President, and Financial Advisor. James Sahagian CFP ®, MBA, began his financial services career in 1999 as a financial advisor with Smith Barney, which later merged with Morgan Stanley's Global Wealth Management Group. "By partnering with Steward, we are aligning ourselves with a forward-thinking independent firm that offers superior technology, a multi-custodial platform, and the potential to offer different solutions that were not previously available to us." We spent a couple of years on our due diligence before we chose to join Steward Partners," explained James Sahagian, Managing Director and Wealth Advisor, Ramapo Wealth Advisors. "My partners and I decided to form an independent firm because this business model allows us to do so much more for our clients. "Though they are coming on board using our affiliate option, rather than being employee partners, they still have access to all of our technology, our full platform of services as well as equity in the parent company." "The Ramapo Wealth Advisors team represents the kind of committed, client-centric advisors that have helped Steward Partners grow so large, so quickly," said Michael Drumm, Divisional President, New York Tri-State, Steward Partners Global Advisory. Gordinier, and David Puccia, who are all supported by Yan Lin Sim and Maral Sahagian. The five-person team, previously with Wells Fargo and managing $600 million in client assets, includes veteran advisors James Sahagian, CFP ®, MBA, Peter T. (member FINRA/SIPC), welcomes its newest partner firm, Ramapo Wealth Advisors, based in Ramsey, New Jersey. WASHINGTON, Ma/PRNewswire/ - Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. ![]()
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