Our team has decades of experience at some of the largest financial firms in the world helping entrepreneurs, executives, retirees, divorcees, estate heirs and lump sum recipients manage their wealth.
We believe the single most important aspect of a client relationship is exceptional service and accessibility. To achieve this level of service, Bespoke Private Wealth Advisors has a limit on the number of families and individuals with whom we work.
John Rossi, CEPA®
Managing Director | Financial Advisor
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...
Ana Gonzalez
Client Associate
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...
Carolyn Sterling
Director, 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...
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...
Tamekia Thompson
Director, Operations
Tamekia Thompson, 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...