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Comprehensive resources for complex wealth management

A team of professionals supported by Wells Fargo Advisors

Through deep relationships with Wells Fargo Advisors, we are able to provide you with truly holistic wealth management.
A team of professionals to support your goals.

Additional resources

To support your financial needs, we can assemble a team of Wells Fargo specialists that will work with you and your attorney, accountant, and other outside advisors. Following is a select list of specialists from affiliated business lines of Wells Fargo & Company. Although they are available resources, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.

Sarah W. Munson, CFP

Senior Wealth Advisor

Sarah is a senior wealth strategist with Wells Fargo Bank within Wealth & Investment Management supporting the Northeast Division. Sarah has more than 20 years of experience in financial services working with clients to help develop customized wealth plans and recommend solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy.

Sarah advises high net worth individuals, corporate executives and business owners. Sarah has also lent support to our internal publications as a subject matter expert on various planning topics and is a regular presenter on education calls to her colleagues.

Sarah earned her bachelor’s degree from Haverford College. She holds CERTIFIED FINANCIAL PLANNER® professional certification. To earn her CFP® credential, she completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is a comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client's financial life.

In her free time, Sarah loves to travel and is an avid participant in a hand bell choir. She lives in Somers, NY with her husband and two teenage children.

Certificates

CFP

Tim Rahr, CEPA

Wealth Planning Consultant

Tim Rahr is a wealth planning strategist at Wells Fargo Bank, N.A.1,2 who helps business owners consider various business succession alternatives and strategies. He holds a CEPA® certification representing his proven proficiency in creating robust exit strategies for business owners focused on aligning business success with personal financial security. Tim advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and panning guidance regarding business transition, succession, and governance.

1 Bank products and services are offered through Wells Fargo Bank, N.A., Member FDIC.

2 Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

Certificates

CEPA

Janice Schoos, CTFA

Janice Schoos, CTFA, CAP® is a senior philanthropic trust advisory specialist and executive director with Wells Fargo Bank, N.A. within the Wealth & Investment Management division. She holds a Certified Trust and Fiduciary Advisor certification. This professional credential demonstrates expertise in and focus on the provision of fiduciary services related to trusts, estates, guardianships and individual asset management accounts. The CTFA designation signifies comprehensive training in fiduciary and trust activities, wealth planning strategies, tax law planning and strategies, investment management and ethics. Janice works with individuals and families to define and to help achieve their charitable objectives as part of their overall wealth plans. She also works extensively with nonprofit organizations advising on fundraising, endowment management, and board governance.

Certificates

CTFA

Team Credentials

CERTIFIED FINANCIAL PLANNER®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Jeffrey Smith, Executive Director and Branch Complex Senior Manager has earned the CERTIFIED FINANCIAL PLANNER® professional certification. To earn his CFP® credential, he completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is a comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client's financial life.

Laurelle P. Byrne-Cody, First Vice President - Investments has earned the CERTIFIED FINANCIAL PLANNER® professional certification. To earn her CFP® credential, she completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is a comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client's financial life.

Accredited Wealth Management AdvisorTM 

Michael J. Perrone, Managing Director – Investments holds an AWMA® certification and has completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, he passed an examination that tested his ability to synthesize complex concepts and apply theoretical concepts to real-life situations. As such, he agrees to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
 
Wells Fargo Advisors is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.

Where we come from

As part of Wells Fargo Advisors, Smith Perrone Byrne-Cody Wealth Management Group of Wells Fargo Advisors has access to extensive resources and broad-based support, which allows us to apply the full strength and scope of our team toward addressing complex situations.

Smith Perrone Byrne-Cody Wealth Management Group of Wells Fargo Advisors has access to extensive resources and broad-based support.

Smith Perrone Byrne-Cody Wealth Management Group of Wells Fargo Advisors

Everything we do is focused on helping you achieve better outcomes. We offer:
  • A comprehensive planning approach that weaves together the components that make up your complete financial picture
  • Experience anticipating specialized needs related to multigenerational family wealth, business ownership, entrepreneurship, philanthropic giving, property ownership and other niche areas
  • A commitment to sharing responsibilities within the team in the best interests of every client
  • Guided access to the lending strategies available through Wells Fargo Bank

Wells Fargo Financial Advisors

  • Personalized wealth management solutions for high-net-worth individuals
  • Advisors with access to Wells Fargo affiliate products and services such as Wealth Planning, Premier Banking, Trust and Fiduciary Services, and customized and traditional lending products
  • Access to exclusive experiences and client events, 24/7 support from a dedicated team, and insights addressing complex wealth

Wells Fargo Advisors

One of the nation’s premier financial services firms
  • Represented by more than 13,200 Financial Advisors*

*As of January 11, 2025

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. Alternative investments carry specific investor qualifications, which can include high income and net-worth requirements, as well as relatively high investment minimums. Available to pre-qualified investors only.

Lending and other banking services available through Wells Fargo Advisors (NMLS ID 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.