Advisors
John Busco is a 42 year Veteran of Wealth Management who’s practice focuses on Personal Financial Planning and Planning for Homeowner Associations. John works tirelessly with these associations to assist them with their needs for Investment Management and Best Practices.
Locally, John is a very active ambassador in his community, having coached youth sports for over 35 years, and having also coached baseball in High School. John and his wife Vicki are also supportive of many local charities and have 5 adult children and 8 crandchildren, all who reside in Ocean County.
John joined Laidlaw in March of 2019, after careers at Merrill Lynch, UBS and Morgan Stanley, of which 20 years of his tenure was as a Branch Manager. John began his career at EF Hutton in 1977.
Mark brings his clients over a decade of experience in the financial services industry. Mark was previously at Merrill Lynch for over 7 years where he earned the title of Senior Portfolio Manager. Mark and his team pride themselves on being “Financial Quarterbacks” for high net worth individuals and families. They provide Asset Management coupled with Retirement and Financial Planning. Mark also prides himself on being a “down to earth” professional that enjoys nothing more than the relationships that he has with his clients.
Patrick enjoys working with successful High Net Worth Individuals helping them pursue their financial objectives. Prior to joining Laidlaw Wealth Management, he worked at Merrill Lynch where he earned the title of Assistant Vice President and Senior Portfolio Advisor. Patrick manages his practice with the idea that “Clients are extremely important to me and it goes beyond a business relationship. I strive to exceed their expectations and educate them, so they understand what they’re invested in”. In 2011, Patrick graduated from the University of Delaware with a Bachelor of Science in Finance.
Joe Davis, CFP® serves as a Wealth Advisor Partner with Laidlaw Wealth management LLC. Prior to joining Laidlaw, Joe spent 11 years with HSBC Securities (USA) Inc. as a Financial Advisor servicing clients both locally in NYC and abroad. Using his planning based approach, Joe has extensive experience supporting affluent professionals, couples entering their retirement years, and beneficiaries of unexpected windfalls.
A graduate from Vassar College and four year member of the Varsity Basketball team, Joe earned his Bachelor of Sciences in Economics with minors in Hispanic Studies and Music Theory. Joe is a Certified Financial PlannerTM and holds the Series 6, 63, 65, 7, and Insurance Life & Health licenses. Beyond his professional responsibilities, Joe enjoys playing the piano and guitar, golfing, volunteering for Junior Achievement, and spending time with his wife Lauren and daughter June.
A graduate from Vassar College and four year member of the Varsity Basketball team, Joe earned his Bachelor of Sciences in Economics with minors in Hispanic Studies and Music Theory. Joe is a Certified Financial PlannerTM and holds the Series 6, 63, 65, 7, and Insurance Life & Health licenses. Beyond his professional responsibilities, Joe enjoys playing the piano and guitar, golfing, volunteering for Junior Achievement, and spending time with his wife Lauren and daughter June.
As a partner at Laidlaw Wealth Management, Sachin brings years of experience in identifying and delivering a vast array of financial resources that address each clients’ unique requirement. Serving in a Fiduciary capacity to a global client base of High Net Worth Individuals and Institutions, Sachin develops asset allocation strategies for both growth and capital preservation.
Sachin follows a well-defined Investment Process that commences with a deep dive into understanding client needs, risk tolerance and cash flow requirements. During the financial planning process, expectations are set in terms of deliverables, performance reviews, communications and idea generation. Investment portfolios are actively managed and are regularly screened for efficiencies.
Sachin previously worked in an advisory capacity at Morgan Stanley where he was recognized among the fastest growing advisors at the firm. Prior to that, he was a top performing Private Banker at JP Morgan Chase and received multiple awards for his achievements.
Sachin comes from an entrepreneurial background with experience in running a commodities division of his family’s century old enterprise. He holds a Bachelors Degree in Economics from the University of Delhi (India) and a Masters in Marketing from Centennial College (Canada).
Sachin follows a well-defined Investment Process that commences with a deep dive into understanding client needs, risk tolerance and cash flow requirements. During the financial planning process, expectations are set in terms of deliverables, performance reviews, communications and idea generation. Investment portfolios are actively managed and are regularly screened for efficiencies.
Sachin previously worked in an advisory capacity at Morgan Stanley where he was recognized among the fastest growing advisors at the firm. Prior to that, he was a top performing Private Banker at JP Morgan Chase and received multiple awards for his achievements.
Sachin comes from an entrepreneurial background with experience in running a commodities division of his family’s century old enterprise. He holds a Bachelors Degree in Economics from the University of Delhi (India) and a Masters in Marketing from Centennial College (Canada).
Father of three, husband of 20 years and former NYPD Detective, John is a hardworking, dedicated family-oriented man with plenty of life experience. For over two decades, John was accountable for helping keep the citizens of New York City safe. Today, John and his team’s clients are typically but not limited to, high net worth individuals, business owners and corporations. They concentrate in capital management, retirement planning, wealth structuring, pension and 401k plans. According to John, “One of my favorite parts of being a wealth manager is working with clients towards identifying their goals and objectives and to implement the most efficient solutions.
Matt brings more than 20 years of experience working with High Net Worth individuals in the United States as well across the globe. Matt manages his practice with the belief that the best way for clients to reach their long-term goals is to invest for the long term. “I try to get my clients to ignore the noise that they hear every day and to focus on their goals, whatever they may be.” Matt worked at Wall Street firms Wachovia, Smith Barney and Morgan Stanley prior to moving his practice to Laidlaw in 2019. Matt lives in Westchester County, NY with his wife Susan and 2 teenage sons.
Lewis Solomon Group
As a Partner at Laidlaw, Brian’s focus is taking a holistic financial planning approach to assist clients in reaching their personal and financial goals.
Prior to joining Laidlaw, Brian was a Wealth Advisor Associate at Morgan Stanley, where he assisted high net worth teams and individuals to develop personalized financial plans. Brian graduated from The State University of New York at New Paltz with a Bachelor of Arts degree in Finance.
Brian currently resides in Weehawken, New Jersey. When he is not working, he enjoys playing golf and supporting the New York Yankees
