Corey Streim Moves to Wells Fargo FiNet With Twin Harbors Private Wealth

Corey Streim has moved to Wells Fargo Advisors Financial Network as part of Twin Harbors Private Wealth, a new advisory practice based in Melville, New York.

Streim is a partner at Twin Harbors Private Wealth. The team joined Wells Fargo’s independent advisory channel, known as FiNet, on May 11, 2026.

The move brings together two former Merrill Lynch advisory teams that previously managed a combined $1.4 billion in client assets. At Merrill Lynch, Streim was part of the WS Group with Jeffrey Wang and Daniel Sporn.

AdvisorHub reported that the WS Group was listed by Forbes as managing $750 million in assets. The WS Group is now part of the combined Twin Harbors Private Wealth team, together with former members of A.I.R.N & Associates.

At Wells Fargo FiNet, Streim joins a practice focused on serving clients through a team-based advisory model. The advisors said the move was based on alignment and a desire to build the practice around client experience, technology, planning, communication and business growth.

Twin Harbors Private Wealth will continue operating from Long Island under Wells Fargo Advisors Financial Network.

Full Twin Harbors Private Wealth Team

Twin Harbors Private Wealth includes financial advisors Jeffrey Wang, Joseph Ilg, John Rizzo, Corey Streim, Kyle Napolitano and Daniel Sporn. The team also includes support staff members Alyssa Oviasage, Denise Bonifazio and Dianne Gibbons.

Jeffrey Wang is a managing partner and former member of the WS Group.

Joseph Ilg is a managing partner and former leader of A.I.R.N & Associates.

John Rizzo is a partner and former member of A.I.R.N & Associates.

Corey Streim is a partner and former member of the WS Group.

Kyle Napolitano is a partner and former member of A.I.R.N & Associates.

Daniel Sporn is first vice president and former member of the WS Group.

Alyssa Oviasage, Denise Bonifazio and Dianne Gibbons are support staff members with Twin Harbors Private Wealth.