TFS Wealth Management Employee Directory

TFS Wealth Management corporate office is located in 437 Newman Springs Rd, Lincroft, New Jersey, 07738, United States and has 1-10 employees.

tfs wealth management

Key Employees of TFS Wealth Management

LM
Louis Melone
Wealth Management Advisor
PhoneEmail
RB
Robert Bandura
Wealth Management Advisor
PhoneEmail
PR
Patrick Ratz
Wealth Management Advisor
PhoneEmail
JD
James Dykstra
Registered Representative
PhoneEmail
CT
Carole Trnka
Administrative Assistant
PhoneEmail
MW
Marc Wasserman
Wealth Management Associate
PhoneEmail

TFS Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from TFS Wealth Management

Hundreds of professionals searching for TFS Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JD
James Dykstra
Email Direct
Registered Representative
United States , New Jersey , Lincroft

PR
Patrick Ratz
Email Direct
Wealth Management Advisor
United States , New Jersey , Lincroft

RB
Robert Bandura
Email Direct
Wealth Management Advisor
United States , New Jersey , Lincroft

LM
Louis Melone
Email Direct
Wealth Management Advisor
United States , New Jersey , Lincroft

CT
Carole Trnka
Email Direct
Administrative Assistant
United States , New Jersey , Lincroft

MW
Marc Wasserman
Email Direct
Wealth Management Associate
United States , New Jersey , Lincroft

Former Employees at TFS Wealth Management

Explore people who held key positions, contributed to TFS Wealth Management's success, and advanced their careers.

Shem Filipek

Manager, Wealth & Asso... at Rockefeller Capital Ma...

Worked as Securities Intern

at TFS Wealth Management (2016-2016)

Direct

Gavin Freda

Macquarie Insight Prog... at Macquarie

Worked as Private Wealth Management Intern

at TFS Wealth Management (2023-2023)

Direct

Donna DeCarlo

Vice President at Tradeweb

Worked as Operations and Compliance

at TFS Wealth Management (2019-2021)

Direct

Mask Content

Vice President and Ann... at World Investment Advis...

Worked as Vice President and Senior Marketing Specialist

at TFS Wealth Management

Direct

Mask Content

Wealth Management Advi... at World Investment Advis...

Worked as President & Owner & Wealth Management Advisor

at TFS Wealth Management (2002-2025)

Direct

Mask Content

Vice President, Tfs We... at Wealth Management Serv...

Worked as Wealth Management Representative

at TFS Wealth Management

Direct

Explore More

People from Similar Companies in the Finance Industry Located in New Jersey, United States

Valley

1K - 5K Employees

Alacriti

201-500 Employees

UNITY BANK

201-500 Employees

NocNoc

201-500 Employees

Square One Credit Management

51-200 Employees

FXDD

51-200 Employees

Frequently Asked Questions Regarding TFS Wealth Management Employees

How many employees does TFS Wealth Management have?

TFS Wealth Management has 1-10 employees

Who are TFS Wealth Management key employees?

Some of TFS Wealth Management key employees are Louis Melone, Robert Bandura, Patrick Ratz, James Dykstra, Carole Trnka

Where is TFS Wealth Management located?

TFS Wealth Management’s headquarters are located at 437 Newman Springs Rd, Lincroft, New Jersey, 07738, United States

How do I contact TFS Wealth Management?

TFS Wealth Management Contact Info: Phone number: (800) 833-1862 Website: www.jointfswealth.com

What does TFS Wealth Management do?

TFS Wealth Management is a financial services firm based in Lincroft, NJ, dedicated to supporting independent financial advisors in achieving their career goals. The company offers a comprehensive suite of services including investment advisory, insurance brokerage, mortgage solutions, and tax preparation, all designed to enhance client relationshi... Read More

Is TFS Wealth Management a public company?

TFS Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about TFS Wealth Management Employees