Please choose your Advisor:
TD Ameritrade Adviser Direct
Tradition is a registered investment adviser (RIA) in TD Ameritrade’s Adviser Direct program. TD Ameritrade matches clients with RIAs that they feel are appropriate for their client’s needs. In exchange for this referral, Tradition pays part of our client fee to TD Ameritrade as a referral payment. The fee starts at 0.25% of assets for each client and scales down with incremental assets. The fees you pay to Tradition, our fee schedule, is the same whether you are referred by TD Ameritrade or come to us directly.
Frani Feit, CFP®
Ms. Feit is a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ professional. She is responsible for managing the delivery of investment services to clients along with the selection of investments to be deployed in client accounts. Ms. Feit works with clients to tie both their financial and personal goals together with their investment allocation, time horizon and related tax implications. Prior to joining Tradition she was a Financial Planner at Graf Financial Advisors, a boutique planning and investment management firm. She began her career at Laventhol and Horwath, CPA’s and subsequently was a Pension Consultant with Consulting Actuaries, Inc. working with individual and corporate retirement plans. Ms. Feit graduated from The George Washington University with a Business degree in Accounting. She is a graduate of the Fairleigh Dickinson University Financial Planning Program, where she serves as an Adjunct Professor. After becoming widowed in 2002, Frani founded the DFM Foundation whose mission is benefiting youth activities. She has two grown children and enjoys pilates and snorkeling.
Chip Wieczorek, CFP®
Mr. Wieczorek is a Financial Advisor at Tradition. He works with clients to design and implement investment strategies for their portfolios. Mr. Wieczorek also works with clients to make certain their trust and estate plans are designed to best carry out their wishes. With almost a decade of experience in the financial services industry, he brings a broad range of experience to Tradition. Prior to joining Tradition, he was a Vice President at Beacon Trust Company for over five years where he was a member of the Officers Trust Committee. Mr. Wieczorek was a financial planning specialist at Smith Barney where he was responsible for business development, planning and trading of client accounts. He is a member of the Northern New Jersey Estate Planning Council and sat on the golf committee for the Children’s Specialized Hospital in Mountainside, NJ. Mr. Wieczorek holds a Bachelor of Arts in Economics with a concentration in Accounting from Rutgers University. He also holds the CERTIFIED FINANCIAL PLANNER™ certification. Chip resides in Far Hills with his wife and 3 children and enjoys playing hockey and golf.
Michael Ciccone, CFP®
Michael Ciccone, CFP® is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner at Tradition where he develops and implements comprehensive financial plans to align a client’s spending, savings, investment allocations, and other elements to support their financial goals. He is also involved in investment selection, portfolio modeling and customization, and rebalancing – as well as sourcing and implementing new technology to improve our service offerings. Mr. Ciccone has been quoted as an expert on investing and financial planning issues in numerous publications, including The Wall Street Journal, Forbes, U.S. News & World Report, The Chicago Sun Times, NerdWallet.com, TheStreet.com, MSN.com, and many others. He completed the CERTIFIED FINANCIAL PLANNER™ program at William Paterson University, where he graduated summa cum laude with a Bachelor of Science in Business Administration and as the top student in the program for the year. While in college, he co-founded the first official Student Chapter of the Financial Planning Association and served as its inaugural Vice President. Mr. Ciccone resides in Somerset County and outside of work he enjoys unwinding with a good book, traveling with his wife, and spending quality time with family and friends.
Tradition is a registered investment adviser (RIA) offered by PrePair. PrePair matches clients with RIAs that they feel are appropriate for their client’s needs. In exchange for this referral, Tradition pays part of our client fee to PrePair as a referral payment. The fees you pay to Tradition, our fee schedule, is the same whether you are referred by PrePair or come to us directly.
Adviser to Be Determined
Select this option if you do not wish to select an adviser at this time, but would like to continue on to the next step. If you open an account without pre-selecting an adviser, you may email us to let us know who you would like to work with or we will assign an adviser to your account.