Broker Check

Team

Money is one of the most intimate aspects of our lives, and consequently, working with a financial planner is a deeply personal relationship. That is why we place great value in each and every interaction that our clients have with any member of the Insight Private Advisors’ team.

We have built a team of highly competent professionals with expansive and diverse backgrounds who share a common commitment to putting clients’ needs first. We start the financial planning process by getting to know you and your unique situation. Through regular contact by e-mail, telephone and in person, we remain informed of all of the changes in your life – both financial and personal.

We invite you to learn more about the accomplishments and deep level of experience of our professionals who will partner with you.

*Strategic Partner. All entites listed are separate entities from PKS Investments and Insight Private Advisors.

 
 
 
Robert Bacino

Robert J. Bacino, CLU, ChFC, RICP

Owner, Financial Advisor

Bridgewater

(908) 483-9636

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Rob founded Insight Private Advisors in 2014 and, prior to that, Insight Financial Services in 2004.


John Chapel

John H. Chapel

Wealth Advisor

Flemington

(908) 333-0886

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John operates an investment planning based practice responsible for both individual and corporate clientele. He has 30 years of financial services experience including TDWaterhouse, now known as TDAmeritrade, and Wells Fargo Advisors....

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Steven Druckman

Steven H. Druckman

Wealth Advisor

Bridgewater

(908) 333-0884

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Prior to joining the Insight team in 2012, Steven began his financial services career in 2005 at Prosperian Wealth Management, LLC developing and implementing financial and estate planning strategies for his clients. Leveraging his...

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James Hunt

James Herbert Hunt, IV, CIMC

Wealth Advisor

Bridgewater

(908) 566-1997

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Jim joined the Insight team in March 2011. He is a certified investment management practitioner who has been providing financial guidance since 1984. He was formerly with Northwestern Mutual and prior to that with New England Financial...

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Eric Lathrop

Eric W. Lathrop, MBA

Wealth Advisor

Flemington

(908) 566-1988

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Eric brings more than 20 years of experience, including 2 years as a financial advisor with Morgan Stanley Smith Barney and many years of account management experience with AT&T; Telcordia; Atrion Corporation; and Arbinet, Inc.

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Scott MacKenzie

Scott A. MacKenzie*, CRPC®

Hampton Square Wealth Management**, Newton

(973) 862-5066

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Stephen Molinelli

Stephen Molinelli

Wealth Advisor

Pennington

(609) 730-4940

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W. David Moore

W. David Moore*, CRPC, CLTC

Moore Wealth Management LLC**

Holmdel

(732) 796-9333

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Martin Nielsen

Martin Nielsen, CLU, ChFC

Financial Advisor

Bridgewater

(908) 359-7886

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Shelley Nord

Shelley Parish Nord, MBA, NSSA®

Financial Advisor

Bridgewater

(908) 483-9642

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Glad Perez

Glad M. Perez

Wealth Advisor

Basking Ridge

(908) 333-0885

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Kevin Ryan

Kevin Ryan

Wealth Advisor

Pennington

(609) 730-4941

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James Stark

James B. Stark*, CLU

Hampton Square Wealth Management**

Newton

(973) 579-3308

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Wayne Tillman

H. Wayne Tillman, CRPC

Financial Advisor

Bridgewater

(908) 333-0880

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Wayne co-founded Insight Private Advisors in 2014 and joined Insight Financial Services in 2004 after serving AT&T for 30 years. In 2010, he became a partner of the firm, in charge of operations in the Somerville office.

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Gregory Viscomi

Gregory J. Viscomi, CCPS

Wealth Advisor

Bridgewater

(908) 483-9639

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John Von Nessen

John C. Von Nessen, MBA, CCPS

Wealth Advisor

Bridgewater

(908) 333-0890

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