Broker Check

John Rossi, CEPA®

Managing Director | Financial Advisor

(346) 398-6221

Bespoke Private Wealth Advisors was founded in 2021 with the goal of achieving seamless client interaction through our guidance in all areas of wealth management...

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Ana Gonzalez

Client Associate

(972) 581-3033

Ana began her career in the financial services industry as a client associate with Merril Lynch in 2009. She supports the firm by overseeing the day-to-day administration of accounts - including opening new accounts, updating existing...

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Barbara Hale

Director, Operations

Barbara Hale, Director of Operations, is a company rock-star when it comes to client service. With over 35 years of experience in our industry, she is an operations expert and specializes in building processes and systems to...

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Carolyn Sterling

Manager, Business Consulting & Practice Management

Carolyn works with advisors to create efficiencies and refine the processes in their practices. In her role, she oversees business services and resources to help advisors continually improve the service they...

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Chris Wigington

Director, Advisory Solutions

Chris Wigington, our Director of Advisory Solutions, has been in the financial services industry for more than 25 years. With an expertise in Advisory products, Chris has held positions throughout his career in trading...

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