Service Team

Technology has taken the place of service, but not at the Alpert Group of Wells Fargo Advisors.  We still believe in the power of personal relationships and exceptional personalized service.  We still meet with clients one-on-one.  We still answer our phones.  Our family has been together for decades...faithfully serving families like yours.



Lisa Alpert -  Senior Client Service Associate






Susan Killoran - Client Associate








Mary Anne Leap - Senior Client Associate







Kathleen LoBello - Senior Client Associate







Caroline Curry - Senior Client Associate