Pasquale recognized his interest in finances and investing at a young age. Influenced by professors, Pasquale purchased his first stock in 2000 exposing him to excellent lifelong lessons about long term investing. This experience, along with the exposure and influence of his families’ business crafted Pasquale’s vision on how to serve clients. Being raised in an Italian immigrant family who has crafted the American dream Pasquale has embraced a strong work ethic and commitment to the local community. Pasquale considers himself a small business advocate and has assisted numerous local nonprofits including the Miracle League and Happy Smiles Foundation. Working with Mercer Wealth Management, Pasquale can welcome and serve his clients as he would family, going beyond the constraints of many financial service providers.
Pasquale is a registered securities agent and Investment Advisor Representative with LPL and holds his Series 7 and Series 66 registration with LPL Financial. He has his Associates of Science Degrees in Management and Marketing from MCCC and is fluent in Italian and Spanish.
Pasquale takes great care in getting to know each client personally to give the most informed and appropriate financial advice. Each client approaches and prioritizes saving, enjoying, and preserving their wealth differently resulting in unique short and long-term financial goals. Pasquale works to understand individual values and beliefs about money and client’s life goals as they relate to financial wellness to build a financial plan that strives towards accomplishing them.
While away from the office, Pasquale embraces his love for soccer, cycling and being outdoors. Pasquale and his wife are lifelong New Jersey residents and now reside in Robbinsville with their two daughters, but also cherish their time with family at their second home in Italy, as well.