Details for MCPEAK WEALTH MANAGEMENT GROUP OF WELLS FARGO ADVISORS

Updated

Investment Management for Individuals & Institutions
Neil McPeak

Michael J. Weeks, CFP®

Neil McPeak Jr., CFP®
Joseph J. Fumo V, CFP®

Eric DeAngelis, CIMA® Louis
J. Perfetti, CFP®

Top 1,200 Advisors
in the Country
2011 – 2018

Top 400 Advisors
in the Country

Best-in-State Wealth
Advisors for New Jersey

2016 – 2018

2018

1201 New Road • Suite 201 • Linwood, New Jersey 08221 • (609) 926-7808
www.McPeakGroup.wfadv.com
*As of 2/28/2018, Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. Barron’s Top 1,200 Advisors – The rankings are based on data
provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention. Financial
Times Top 400 Advisors – Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility
and compliance record. Investment performance and financial advisor production are not explicit components. Forbes Best-in-State Wealth Advisors – Ranking algorithm based on
industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the
advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Forbes Best-In-State Wealth Advisors* – New Jersey (2018, Neil McPeak)
Barron’s Top 1,200 Advisors in the country* (2015, 2016, 2017 Neil McPeak) Barron’s Top 1,000 Advisors in the country (2011, 2012, 2013, 2014 Neil McPeak) Financial Times 400 Top
Financial Advisors (2016, 2017, 2018 Neil McPeak). 0418-00080

JOSEPH J. FUMO V 1201 NEW ROAD, SUITE 206, LINWOOD, NJ

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