We are proud to announce:

Frank Furgiuele, CRPC®

Managing Director-Investments

was recognized as one of the Forbes 2021 and 2022 Best-In-State Wealth Advisors.


This annual list recognizes advisors as among the top in America.*

*Forbes Best-In-State Wealth Advisors
Frank Furgiuele, CRPC®, Managing Partner, has been named to The Forbes Best-In-State Wealth Advisors rating for 2021 and 2022.

2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Credentials

Chartered Retirement Planning Counselor

Frank Furgiuele has earned his CRPC® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, Francis focuses on client centric problem solving as he assists clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate planning.

Retirement Income Certified Professional

In 2022 Damon Derstine earned the Retirement Income Certified Professional® designation. He earned the RICP® designation by demonstrating an understanding of the concepts, methods and strategies for providing financial advice to individuals on retirement income planning.

Wells Fargo Advisors Premier Advisor

Frank Furgiuele (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021), Dennis Cooney (2011, 2012, 2014, 2015, 2019, 2020, 2021) and Damon Derstine (2020, 2021) have achieved Premier Advisor distinction. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.

*Forbes Best-In-State Wealth Advisors

Frank Furgiuele, CRPC®, Managing Director-Investments, has been named to The Forbes Best-In-State Wealth Advisors rating for 2021 and 2022. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Meridian Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, HI, IL, IN, MA, MD, ME, MN, MT, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX