Broker Check

Meet Our Team

We are focused on providing full financial services to professionals, businesses, individuals, and families.

Our team of representatives is dedicated to building financial freedom for everyone.

Our team of representatives is dedicated to building financial freedom for everyone.

Through a face-to-face approach, our representatives provide financial solutions by working toward fulfilling your financial needs and goals.

Our strength comes from our experience with a broad array of financial strategies, products, and services. When we implement these effectively, we can assist our clients in growing and protecting their wealth. We provide a team approach by combining the experience and expertise of our representatives to help find the best plan of action that meets your objectives. As Financial Service Representatives, we have achieved industry designations such as CFP®, ChFC®, LUTCF, CASL to provide a level of knowledge that is vital in today’s investment world.

With locations throughout New Jersey,

The Fortune & Williamson Team is advantaged to continue its evolution in the financial services industry and grow lifelong professional relationships that have been the foundation of our success.

Senior Partners

Richard Fortune

Richard A. Fortune, LUTCF®

Financial Services Executive, Financial Advisor, Investment Advisor Representative

(908) 484-7570

Justin Williamson

Justin Williamson, CFP®, ChFC®

Financial Planner, Investment Adviser Representative

(908) 484-7564

Team Leadership

Alec Hardy

Alec Hardy, CFP®, ChFC®

Financial Planner, Investment Adviser Representative

(908) 484-7562

Alfred Anke

Alfred Anke, LUTCF®

Financial Services Representative, Investment Adviser Representative

(908) 484-7585

Our Team

Brandon Sheh, MBA

Brandon Sheh, MBA

Financial Planner, Investment Advisor Representative

908-484-7563

Nicholas Gentile, CFP®

Nicholas Gentile, CFP®

Financial Planner, Investment Adviser Representative

(908) 605-3703

Kellen Hardy

Kellen Hardy

Financial Services Representative

(908) 605-3714

Roshan Nair

Roshan Nair

Financial Advisor, Investment Advisor Representative

908.605.3708

Seb Cassu

Seb Cassu

Financial Advisor, Investment Advisor Representative

908.256.5657

Support Staff

Mackenzie Nolan

Mackenzie Nolan

Personal Assistant to Justin L. Williamson & Alec C. Hardy

(908) 484-7568

Joseph Casa

Joseph Casa

Investment Operations Coordinator

(908) 484-7575

Helen  Holton

Helen Holton

Personal Assistant to Richard A. Fortune & Alfred Anke

908-484-7565

Wealth Strategies Resources

Kate Cassidy, JD

Kate Cassidy, JD

VP, Advanced Markets

Niko Vamvakas

Niko Vamvakas

VP, Retirement Planning Solutions

Greg Wachter

Greg Wachter

VP, Risk Management

Beverly Wright

Beverly Wright

VP, Worksite Benefits