Chief Executive Officer

Education:

Bachelors in Business Administration
University of Notre Dame

Professional Affiliations:

Million...

President

Education:

Bachelor of Science in Economics, Yale University

Professional Affiliations:

Financial Planning...

Senior Financial Advisor

Education:

Bachelor of Science in Finance, University of Scranton

Professional Affiliations :

Premier Resource...

Financial Advisor

Education:

Clarkson University
Bachelor of Science - Engineering & Management

Professional Registrations and...

Senior Financial Advisor

Professional Experience:

Senior Financial Advisor - Allied Wealth Partners
Manager - Allstate Insurance Company -...

Financial Advisor

Donna takes pride in providing excellence in comprehensive wealth management.  She does a thorough analysis of a client...

Financial Advisor

Education:

B.A. Political Science
Seton Hall University

Registrations and Licenses:

FINRA Series 7 & 66

Tho...

Senior Financial Advisor

Education:

Bachelor of Arts in Economics - Denison University

Professional Registrations and Licenses:

Register...

Senior Financial Advisor

Professional Affiliations: 

Million Dollar Roundtable

Designations:

Chartered Life Underwriter (CLU)
Chartered...

Financial Professional

Education:

Metropolitan Technical Institute
Electronics Engineering Technology

Registrations and Licenses:

Ser...

Financial Advisor

Education:

William Paterson University
Bachelor’s degree in Finance
Minor in Economics

Registrations and Licenses:

...
Financial Representative

Education:

Bachelor’s Degree in Financial Planning-William Patterson University
Associate’s Degree in Information...

Financial Advisor

After spending six years in the wellness industry working with multiple companies in various leadership roles, Anthony D...

Senior Financial Advisor

Registrations & Licenses:

FINRA Series 7, 6, 65 & 66 Registrations Life/Health and Variable Insurance Licenses in all...

Financial Advisor

Education:

B.S. Finance-Business
Montclair State University

Registrations and Licenses:

FINRA Series 7, 9, 10...

Senior Financial Advisor


Registered representative and investment advisor representative of Securian Financial Services.

Financial Advisor

Education

Ramapo College
BA Business/Finance

Registration & Licenses

FINRA Series 7 & 63 Registrations
Life...

Financial Advisor

Education:

MBA- Finance, Pace University
Bachelor of Arts- Economics, Rutgers University

Professional...

Senior Financial Advisor

Education:

East Stroudsburg University 
Bachelor of Science in Economics 
Minor in Corporate & Personal Finance 

Reg...

Vice President - Investments

Registrations & Licenses:

FINRA series 4, 6, 7, 24, 63, 66

Life and Health Insurance Licenses (NJ, NY, PA, SC, FL...

Senior Financial Advisor

Education:

University of Richmond, Virginia, B.S. in Finance and Marketing

Professional Affiliations:

Chartered...

Financial Advisor

Michael Marino joined Allied Wealth Partners as a Financial Advisor in April of 2021. A graduate of Virginia Tech...

Financial Advisor

Education:

Personal Finance degree
University of Rhode Island

Professional Registrations and Licenses

Certifie...

Partner

Michael J. O’Connell, CERTIFIED FINANCIAL PLANNER™ professional, is Partner and Head of Financial Planning for Wealth...

Senior Financial Advisor

Professional Affiliations:

Financial Planning Association of New York 
Financial Women's Association of New York 
...

Financial Advisor

Education:

Bachelor of Science in Economics & Finance 
University of Bridgeport

Professional Registrations and...

Senior Financial Advisor


Registered representative and investment advisor representative of Securian Financial Services.

Financial Advisor

Education:

Bachelor Degree in Finance 
Thomas Edison, Trenton NJ

Professional Registrations and Licenses

FINRA...

Senior Financial Advisor

David Schelhorn joins Allied Wealth Partners with over 25 years of experience working on Wall Street.

As the previous...

Senior Financial Advisor


Registered representative and investment advisor representative of Securian Financial Services.

Financial Advisor

Our Team

James Whelan joined the Allied Wealth Partner’s team in 2018 after graduating from Franklin and Marshall...

Senior Financial Advisor

Professional Experience: 

Senior Financial Advisor
Business Entrepreneur

Professional Affiliations:

Million...