Jeffrey Wang Moves to Wells Fargo FiNet With Twin Harbors Private Wealth

Jeffrey Wang has moved to Wells Fargo Advisors Financial Network as part of Twin Harbors Private Wealth, a new Melville, New York-based advisory practice formed by two former Merrill Lynch teams.

Wang is one of the managing partners of Twin Harbors Private Wealth, alongside Joseph Ilg. The team joined Wells Fargo’s independent advisory channel, known as FiNet, on May 11, 2026.

Before the move, the advisors at Twin Harbors Private Wealth managed a combined $1.4 billion in client assets at Merrill Lynch. The new practice brings together members of two former Merrill Lynch groups: the WS Group and A.I.R.N & Associates.

Wang was previously part of the WS Group at Merrill Lynch, along with Corey Streim and Daniel Sporn. The WS Group was listed by Forbes as managing $750 million in assets.

Wang is a 32-year industry veteran. He began his career with Citigroup in 1994, later worked at Morgan Stanley, and joined Merrill Lynch in 2016.

At Wells Fargo FiNet, Wang will help lead Twin Harbors Private Wealth as it continues serving clients through a team-based advisory model. The move gives the practice a new structure while keeping it connected to Wells Fargo’s wealth management resources.

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 of Twin Harbors Private Wealth. He was previously part of the WS Group at Merrill Lynch.

Joseph Ilg is a managing partner of Twin Harbors Private Wealth. He previously led A.I.R.N & Associates with John Rizzo and Kyle Napolitano.

John Rizzo is a partner of Twin Harbors Private Wealth. He previously worked at Merrill Lynch and was part of A.I.R.N & Associates.

Corey Streim is a partner of Twin Harbors Private Wealth. He was previously part of the WS Group at Merrill Lynch.

Kyle Napolitano is a partner of Twin Harbors Private Wealth. He previously worked at Merrill Lynch and was part of A.I.R.N & Associates.

Daniel Sporn is first vice president at Twin Harbors Private Wealth. He was previously part of the WS Group at Merrill Lynch.

Alyssa Oviasage, Denise Bonifazio and Dianne Gibbons are support staff members with the team.