Wells Fargo Advisors, LLC

Industry: Subsidiary

Description

Wells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),

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3,046 Wells Fargo Advisors, LLC employees in database. Find out everything there's to know about Wells Fargo Advisors, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wells Fargo Advisors, LLC Employees

Employee
Years
Job
Industry
Robert Landon Robert Landon Arlington, Texas Details
Robert Landon's Wells Fargo Advisors, LLC Experience June 2014 - Present
Job Vice President Investments at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2014 - Present
Edward D. Jones and Company   January 1994 - June 2014
American Excelsior Company  April 1981 - December 1993

Skills
Risk Management, Financial Advisory;..., Retirement Planning, Mutual Funds, Financial Analysis, Insurance, Financial Services, Asset Allocation, Wealth Transfer,...

Education
The University of Texas at Austin   1969 — 1973
Bachelor of Arts (B.A.), History and Political Science

Hillcrest High School

Eric Bench, AAMS® Eric Bench, AAMS® Greater Denver Area Details
Eric Bench, AAMS®'s Wells Fargo Advisors, LLC Experience April 2006 - June 2014
Job Branch Manager & Senior Vice President Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2014 - Present
Wells Fargo Advisors, LLC   April 2006 - June 2014
ImageAmerica, Inc.   January 2003 - April 2006
SAIC  August 1999 - December 2002

Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Retirement, Wealth Management, Investment Strategies, Financial Advisory

Education
The University of North Dakota   1994 — 1999
Bachelor of Science (B.S.), Geography

O'Gorman

Jacquelyn Grace Wilson Jacquelyn Grace Wilson Dallas, Texas Details
Jacquelyn Grace Wilson's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2013 - Present
M310   October 2012 - May 2013
Merrill Lynch  August 2006 - October 2012
Merrill Lynch - Princeton Retirement Group   May 2006 - August 2006

Skills
Investment Strategies, Series 7

Education
The University of Georgia
Bachelor of Arts (B.A.)

Renee Whitley Renee Whitley Memphis, Tennessee Details
Renee Whitley's Wells Fargo Advisors, LLC Experience November 1999 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1999 - Present
Prudential Securities  February 1994 - November 1999
National Bank of Commerce  May 1987 - September 1991

Education
The University of Memphis   1987 — 1991

Dan Stolper Dan Stolper Kansas City, Missouri Area Details
Dan Stolper's Wells Fargo Advisors, LLC Experience 2003 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  2003 - Present

Skills
Investments, Mutual Funds, Retirement Planning, Financial Advisory, Finance, Capital Markets, Equities

Education
The University of Texas at Austin   1975 — 1978
B.S.

Carlos I. Fierro, AAMS® Carlos I. Fierro, AAMS® Dallas, Texas Details
Carlos I. Fierro, AAMS®'s Wells Fargo Advisors, LLC Experience May 2012 - January 2014
Job Wealth Advisor at USAA
Industry Financial Services
Experience
USAA  January 2014 - Present
Wells Fargo Advisors, LLC   May 2012 - January 2014
JPMorgan Chase  January 2009 - May 2012
SWBC Wealth Management  January 2007 - December 2008
Financial Network Investment Corporation, Member SIPC  January 2006 - December 2006
AXA Advisors  2004 - December 2006

Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Asset Managment

Education
The University of Texas at El Paso   1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Patrick Kearns Patrick Kearns Dallas/Fort Worth Area Details
Patrick Kearns's Wells Fargo Advisors, LLC Experience August 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2009 - Present
UBS  August 2000 - September 2009
Prudential Securities  January 1995 - January 2000

Education
The University of Texas at Austin

David A. Squire, CFP® David A. Squire, CFP® Austin, Texas Area Details
David A. Squire, CFP®'s Wells Fargo Advisors, LLC Experience June 2009 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2009 - Present
Merrill Lynch  May 2003 - June 2009
UBS Financial Services  May 1998 - May 2003

Skills
Investments, Mutual Funds, Financial Services, Retirement Planning, Asset Allocation, Investment Strategies, Insurance, Retirement Savings, Risk Management, Strategy, Financial Modeling, Strategic Planning, Estate Investment..., Investment Planning, Retirement

Education
The University of Texas at Austin   1987 — 1991
BBA, Finance

South Garland High School   1984 — 1987

Allan Gardner Allan Gardner Greater St. Louis Area Details
Allan Gardner's Wells Fargo Advisors, LLC Experience July 2000 - Present
Job Senior Vice President Investment Officer, Fundamental Choice Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2000 - Present
PaineWebber  April 1994 - July 2000
Sutro & Co.   April 1990 - April 1994
Shearson, Lehman, Hutton   April 1989 - April 1990

Skills
Investments, Retirement Planning, Investment Strategies, Retirement, Securities, Finance, Asset Allocation, 401k, Alternative Investments, Insurance, Mutual Funds, Financial Services, Financial Advisory, Equities, Pensions, Defined Benefit, Brokerage, ETFs, Municipal Bonds, Financial Advice

Education
University of Kansas   1977 — 1981
BGS, Psychology, English

Shawnee Mission South   1974 — 1977

Craig VanWinkle, CFP® Craig VanWinkle, CFP® Fort Worth, Texas Details
Craig VanWinkle, CFP®'s Wells Fargo Advisors, LLC Experience March 2000 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2000 - Present
Morgan Stanley Dean Witter  January 1987 - March 2000

Skills
Investments, Asset Allocation, IRAs, Securities, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Insurance, Financial Analysis, Financial Advisory

Education
The Ohio State University   1975 — 1977

University of Oklahoma   1971 — 1975

Jay D'Meza Jr. Jay D'Meza Jr. Alpharetta, Georgia Details
Jay D'Meza Jr.'s Wells Fargo Advisors, LLC Experience February 2001 - Present
Job Managing Director Investments at D'Meza Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2001 - Present

Education
The University of Georgia   1982 — 1986
Bachelor's degree, Economics

Noland Langford,MBA,CFP® Noland Langford,MBA,CFP® Greater Chicago Area Details
Noland Langford,MBA,CFP®'s Wells Fargo Advisors, LLC Experience May 2005 - May 2014
Job President & CEO at Left Brain Wealth Management, LLC.
Industry Financial Services
Experience
Left Brain Wealth Management, LLC.   May 2014 - Present
Wells Fargo Advisors, LLC   May 2005 - May 2014
Merrill Lynch  August 1999 - May 2005

Education
The University of Chicago Booth School of Business

Eric Wynkoop Eric Wynkoop Kansas City, Missouri Details
Eric Wynkoop's Wells Fargo Advisors, LLC Experience May 2006 - Present
Job Financial Consultant at the Neihart Financial Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2006 - Present
Commerce Bank  July 1997 - May 2006
Boatmen's Bank  February 1988 - July 1997

Skills
Investments, Finance, Financial Services, Investment Strategies, Investment Banking, Financial Advisory, Retirement Planning, Financial Analysis, Management, Mutual Funds, Insurance, Access, Financial Planning, Portfolio Management

Education
University of Kansas - Graduate School of Business   1983 — 1985
Master of Business Administration (MBA)

University of Kansas   1978 — 1982
Bachelor of Science (BS), Business Administration

Eran Samocha Eran Samocha Austin, Texas Area Details
Eran Samocha's Wells Fargo Advisors, LLC Experience April 2008 - January 2010
Job Microsoft Applications Sales Specialist at Rackspace the Open Cloud Company
Industry Information Technology and Services
Experience
Rackspace, the #1 managed cloud company   March 2015 - Present
Rackspace Hosting  January 2014 - February 2015
Rackspace, the #1 managed cloud company   November 2012 - December 2013
SHI  August 2011 - November 2012
BlueSpace   2010 - 2011
Recreational Equipment, Inc  2010 - 2011
Wells Fargo Advisors, LLC   April 2008 - January 2010
Amy's Ice Creams  March 2007 - July 2008
Texas Hillel Foundation  March 2006 - October 2007
Texas Hillel Foundation  June 2004 - August 2004

Skills
Account Management, Sales, Management, Solution Selling, Business Development, Lead Generation, Customer Service, Cold Calling, Sales Process, Channel Partners, Sales Operations, Direct Sales, Marketing, Marketing Strategy, SaaS, Microsoft Office, Social Media, Teamwork, PowerPoint, Facebook, Training, Managed Services, Microsoft Applications, Salesforce.com, Photoshop, Accounting, Microsoft Excel, Cloud Computing, IaaS, Managed Hosting

Education
The University of Texas at Austin   2003 — 2007
Bachelor of Arts, Archaeological Studies, Classics, Italian

The University of Texas at Austin - Red McCombs School of Business   2008 — 2009
Business Foundations Certification, Business Foundations Certification

Kennon Weaver Kennon Weaver Waco, Texas Details
Kennon Weaver's Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2013 - Present
Ameriprise Financial Services, Inc.   April 2013 - August 2013
Edward Jones  May 2011 - April 2013
Fidelity Investments  January 2008 - May 2011

Skills
Finance, Insurance, Fixed Income, Life Insurance, Mutual Funds, Wealth, Bonds, Investment Planning, Estate Investment..., ETF's

Education
The University of Texas at Arlington   2004 — 2007
Bachelors of Science, Economics

William Byers William Byers Dallas/Fort Worth Area Details
William Byers's Wells Fargo Advisors, LLC Experience September 2005 - Present
Job Associate Vice President Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2005 - Present
Wachovia Securities Financial Network  2007 - 2008
A.G. Edwards   2005 - 2007

Skills
401k Rollovers, Investments, Retirement Planning, IRAs, Alternative Investments, Options Strategies, Asset Allocation, Mutual Funds, IRA Rollovers, Covered calls, Portfolio Construction, Portfolio Analysis, Portfolio Management

Education
University of Kansas   1971 — 1977
BGS, Business

St Gregory

Alexandra Figley Alexandra Figley Chicago, Illinois Details
Alexandra Figley's Wells Fargo Advisors, LLC Experience June 2010 - September 2010
Job Account Manager at CareerBuilder.com
Industry Internet
Experience
CareerBuilder.com  October 2014 - Present
CareerBuilder.com  November 2013 - October 2014
hiredMYway.com  April 2013 - September 2013
Groupon  October 2010 - March 2013
Wells Fargo Advisors, LLC   June 2010 - September 2010
TEAM Enterprises  June 2010 - September 2010
5280 Magazine  May 2009 - August 2009

Skills
Social Media, Sales, Online Advertising, Sales Presentations, Advertising, Salesforce.com, New Business Development, B2B, Facebook, Digital Marketing, Account Management

Education
University of Colorado Boulder   2006 — 2010
B.A., Economics

Lorenzo De Medici   2009 — 2009
Italian Studies

University of Kansas   2006 — 2007

Mark M Simmons II, AAMS®, CRPC® Mark M Simmons II, AAMS®, CRPC® West Palm Beach, Florida Area Details
Mark M Simmons II, AAMS®, CRPC®'s Wells Fargo Advisors, LLC Experience November 2011 - Present
Job Financial Advisor, Vice President Investments at Well Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2011 - Present
J.P. Morgan   2010 - November 2011
Strategic Resource Group - MetLife   2007 - 2010
The Ohio State University  2004 - 2007

Skills
Investments, Retirement Planning, Retirement, Financial Services, Finance, Investment Strategies, Insurance, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Fixed Annuities, Investment Advisory, Financial Advisory, Financial Planning, Strategic Planning, Life Insurance, Estate Planning, Asset Management, Investment Planning, Wealth Planning, Wealth Strategies

Education
The Ohio State University
Family Resource Management/Consumer Affairs, Finance, Economics

John Caram John Caram Houston, Texas Details
John Caram's Wells Fargo Advisors, LLC Experience May 1996 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1996 - Present
Prudential Financial  1996 - 2003
Paine Webber  1988 - 1996
Advantage Capital   1986 - 1988

Skills
Mutual Funds, Asset Allocation, Investments

Education
Trinity University   1979 — 1983
Bachelor of Business Administration (BBA), Finance, General

University of St. Thomas (TX)   1983 — 1985
Master of Business Administration (MBA), Finance and Financial Management Services

St. Thomas HIgh School/Houston   1976 — 1979

John Ponnath John Ponnath Greater Memphis Area Details
John Ponnath's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Associate Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2014 - Present
Edward Jones Investments  June 2006 - August 2014
United States Marine Corps  September 2000 - January 2005

Skills
Investment Strategies, Retirement Planning, Financial Analysis, Risk Management, Insurance, Financial Advisory

Education
The University of Memphis   1996 — 2000
BBA, Business

Houston High School   1991 — 1995

Art Shearer Art Shearer Austin, Texas Area Details
Art Shearer's Wells Fargo Advisors, LLC Experience September 1992 - Present
Job First Vice President, Branch Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1992 - Present

Education
The University of Texas at Austin   1976 — 1979
BS, Communications/ Business

Bryan Redmond, Jr Bryan Redmond, Jr Detroit, Michigan Details
Bryan Redmond, Jr's Wells Fargo Advisors, LLC Experience November 2012 - July 2014
Job Financial Services Representative at Flagstar Bank
Industry Financial Services
Experience
Flagstar Bank  August 2014 - Present
Wells Fargo Advisors, LLC   November 2012 - July 2014
Jimmy Jazz  March 2011 - August 2012
Finish Line  February 2009 - February 2011
Finish Line  January 2006 - February 2009

Skills
Investment Planning, Retirement Planning, Asset Allocation, IRAs, Fixed Income, 529 Plans, Insurance, Mutual Funds, Securities, 401k Rollovers, Annuities, Investments, Fixed Annuities, Financial Advisory, Finance, Customer Service, Management, Retirement, Employee Benefits, Public Speaking, Microsoft Office, Team Building, Coaching, Financial Services, Leadership, Marketing, Microsoft Excel, Retail, Time Management, Social Networking

Education
Tiffin University   2004 — 2006
Marketing

Raj Surendran Raj Surendran Palos Heights, Illinois Details
Raj Surendran's Wells Fargo Advisors, LLC Experience July 2012 - October 2014
Job Registered Investment Advisor at Quest Wealth Management
Industry Financial Services
Experience
Quest Wealth Management   October 2014 - Present
Wells Fargo Advisors, LLC   July 2012 - October 2014
First Midwest Securities Inc.  June 2004 - July 2012
Gunn Allen Financial  January 2003 - June 2004

Education
The University of Baltimore, Maryland   1990 — 1992
Master of Science (M.S.), Finance

Towson University   1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing

Ryan Keneally Ryan Keneally Greater New York City Area Details
Ryan Keneally's Wells Fargo Advisors, LLC Experience September 2012 - January 2014
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  January 2014 - Present
Wells Fargo Advisors LLC.  September 2012 - January 2014

Education
Stony Brook University   2011 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services

The Ohio State University   2007 — 2011
Bachelor of Science (BS), Family Financial Services (financial advising)

Messier George Messier George Hartford, Connecticut Area Details
Messier George's Wells Fargo Advisors, LLC Experience March 2011 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2011 - Present
Merrill Lynch  March 1994 - April 2011
University of Connecticut  January 2006 - May 2008
United Engineers  June 1990 - October 1992
Interactive Data Corporation  March 1985 - May 1990
AYCO American Express   September 1984 - January 1985
Bell Laboratories  1982 - 1984

Skills
Financial Analysis, Variable Annuities, 401k Rollovers, 401k, Securities, Wealth Management, tax-efficient Strategies, Risk Management, Retirement Planning, Investments, Financial Services

Education
University of Connecticut   1988 — 1995
MBA, Marketing

University of Connecticut   1978 — 1982
BS, Finance

The University of Connecticut School of Business   1978 — 1982
BS Finance, Finance

University of Rochester   1976 — 1977
None, Engineering

Phil Blevins Phil Blevins Dallas/Fort Worth Area Details
Phil Blevins's Wells Fargo Advisors, LLC Experience March 2009 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2009 - Present
Smith Barney  November 1988 - March 2009
Bear Stearns & Co.   October 1984 - November 1988
Bateman Eichler, Hill Richards  February 1982 - September 1984

Skills
Asset allocation,...

Education
The University of Texas at Arlington   1977 — 1981
Business Administration and Management, General

LINDA LEATHERWOOD LINDA LEATHERWOOD El Paso, Texas Details
LINDA LEATHERWOOD's Wells Fargo Advisors, LLC Experience March 2008 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2008 - Present
Morgan Stanley  January 1977 - September 2002

Education
The University of Texas at El Paso   1969 — 1973

Terri Cooke Terri Cooke Cincinnati, Ohio Details
Terri Cooke's Wells Fargo Advisors, LLC Experience August 1994 - Present
Job Senior Registered Client Associate/Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1994 - Present

Education
Thomas More College
Bachelor's degree

Bruce Dye Bruce Dye Columbus, Ohio Area Details
Bruce Dye's Wells Fargo Advisors, LLC Experience December 2004 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2004 - Present
Banc One Securities  April 2001 - December 2004
Bank One  April 1996 - October 2000

Skills
Retirement Planning, Mutual Funds, Investment Strategies, Asset Allocation, 401k Rollovers, Financial Advisory, Fixed Income Strategies, Insurance, Fixed Annuities, Variable Annuities, Stocks, Tax-advantaged...

Education
The Ohio State University   1992 — 1995

The Ohio State University   1992 — 1994
Family Resource Management Studies, General

Gregory Greenberg, CFP® Gregory Greenberg, CFP® Kansas City, Missouri Area Details
Gregory Greenberg, CFP®'s Wells Fargo Advisors, LLC Experience April 2007 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2007 - Present
H&R Block Financial Advisors  June 1996 - April 2007

Skills
Investments, Securities, Retirement Planning, Saving for Education, Mutual Funds, Retirement, Insurance, Asset Allocation, Bonds, Options, IRA's, Annuities, Long Term Care, Retirement Income..., Wealth Preservation..., Stocks, Insurance Planning, Investment Planning, Preferred Stock, Closed-end Funds, Small Cap, Global Tactical Asset...

Education
The University of Kansas   1992 — 1996
Bachelors, Business Administration

Mark Potter Mark Potter Greater St. Louis Area Details
Mark Potter's Wells Fargo Advisors, LLC Experience March 2008 - February 2011
Job Channel Manager | Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  February 2014 - Present
Wells Fargo Advisors  March 2011 - February 2014
Wells Fargo Advisors, LLC   March 2008 - February 2011
Wells Fargo Advisors  March 2006 - February 2008
Edward Jones  January 2003 - February 2006
Edward Jones  January 2000 - December 2002
Stifel Financial Corp.  February 1999 - December 1999
Edward Jones  July 1997 - January 1999

Skills
Management, Program Management, Integrated Marketing, Series 7, Series 63, Financial Services, Public Speaking, Relationship Management, Fixed Income, Written & Oral..., Marketing Strategy, Marketing Communications, Marketing Management, Leadership, Finance, Marketing, Strategy, Investments, Strategic Planning

Education
University of Kansas   1993 — 1997
BS, Business Administration w/Political Science concentration

Deborah J. Heisman Deborah J. Heisman Athens, Georgia Area Details
Deborah J. Heisman's Wells Fargo Advisors, LLC Experience April 2009 - Present
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2009 - Present
Citi Smith Barney  January 2001 - March 2009

Skills
Financial Advisory, Retirement Planning, Stock Analysis, Investments, Fixed Income Strategies, Strategic Planning, Small Business, Securities, Asset Allocation, Insurance, Annuities, Long Term Care, Public Speaking, 401k Rollovers, Concentrated Stock..., Life Insurance, Mutual Funds, Estate Investment...

Education
The University of Georgia
BA, Psychology

Ford McTee Ford McTee Austin, Texas Area Details
Ford McTee's Wells Fargo Advisors, LLC Experience March 1991 - June 2012
Job Senior Managing Director, Austin Market Manager at U S Capital Advisors
Industry Financial Services
Experience
U S Capital Advisors   June 2012 - Present
Wells Fargo Advisors, LLC   March 1991 - June 2012
Prudential Securities  1997 - 2002
Prudential Securities  March 1991 - March 1997
Merrill Lynch  March 1986 - March 1991

Education
The University of Texas at Austin   1977 — 1981
BBA, Management

Mark C. Hendricks Mark C. Hendricks Houston, Texas Details
Mark C. Hendricks's Wells Fargo Advisors, LLC Experience September 2010 - June 2012
Job Professional
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2010 - June 2012
VMH Real Estate   August 2009 - August 2010
Marcus & Millichap  February 2007 - July 2009
Hendricks & Partners  February 1997 - January 2007
Asset Plus Corporation   January 1985 - January 1991

Education
The University of Texas at Austin   1978 — 2001
Bachelor of Administration, Finance and Real Estate

Chris Queen Chris Queen Dallas/Fort Worth Area Details
Chris Queen's Wells Fargo Advisors, LLC Experience August 2012 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2012 - Present
Morgan Stanley Smith Barney  March 1999 - August 2012
Olde Financial  January 1996 - March 1999

Skills
Investments, Asset Allocation, Mutual Funds, Securities, Financial Advisory, Alternative Investments, Retirement Planning, 401k, Investment Strategies, Retirement, Investment Management, Finance, Separately Managed..., Fixed Annuities, Wealth Management..., Equities

Education
University of Cincinnati   1993 — 1995
Bachelor of Business Administration (B.B.A.), Finance

The University of Texas at Austin   1989 — 1991

Tabb High School   1986 — 1989

Danny Mansberg Danny Mansberg Memphis, Tennessee Details
Danny Mansberg's Wells Fargo Advisors, LLC Experience April 2010 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2010 - Present
Raymond James & Associates  May 2005 - October 2010
SunTrust Robinson Humphrey  October 2004 - May 2005
NBC Capital Markets Group   February 1999 - October 2004

Skills
Investments, Securities, Retirement Planning, Asset Allocation, Financial Services, Retirement Plan..., Strategic Planning, 401k Rollovers, Financial Analysis, Fixed Income Strategies, Insurance, Retirement, Business Owner Planning, Financial Advisory, Investment Planning, Investment Strategies, Multi-Generational..., Risk Management, Stock Analysis, Tax Efficient Strategies

Education
The University of Georgia   1983 — 1987
B.A., Economics

Sandra June-Peterson Sandra June-Peterson Bayard, New Mexico Details
Sandra June-Peterson's Wells Fargo Advisors, LLC Experience May 2008 - December 2013
Job Administrative Assistant
Industry Law Practice
Experience
Lopez, Dietzel & Perkins, P.C.   May 2014 - Present
Wells Fargo Advisors, LLC   May 2008 - December 2013

Skills
Marketing, Banking, Asset Allocation, Newsletters, Credit

Education
Truckee Meadows Community College   2009 — 2012
AAS, Business

Truckee Meadows Community College   2009 — 2012
General Studies

Truckee Meadows Community College   2009 — 2011
AAS, Paralegal Studies

David Ashe David Ashe Hudson, Ohio Details
David Ashe's Wells Fargo Advisors, LLC Experience September 2008 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2008 - Present
UBS Financial Services  June 2005 - August 2008
Merrill Lynch  June 1999 - June 2005

Skills
Finance, Financial Advisory, Retirement Planning, Investments, Retirement, Wealth Management, Series 7, Strategic Financial..., Estate Planning, Wealth, Asset Managment, Asset Allocation, Risk Managed Investment..., Helping to Maximize...

Education
The Ohio State University   1983 — 1987
BS, Finance

Nicole McGrouther Nicole McGrouther Greater New York City Area Details
Nicole McGrouther's Wells Fargo Advisors, LLC Experience November 1995 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1995 - Present

Skills
Retirement Income..., 401(k) Rollovers, Retirement Planning, Investments, Tax-Efficient Strategies, Wealth-Preservation..., Risk Management, Insurance, Relationship Management, Fixed-Income Strategies, Business-Succession..., Concentrated Stock..., Deferred Compensation, Stock Analysis, Estate Planning, Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Retirement, Leadership, Finance, Fixed Annuities, Investment Strategies, IRAs, 401k, Analysis, Wealth, Wealth Management..., Roth IRA, Research

Education
The George Washington University   1989 — 1991
BA, English

Justin Wooley Justin Wooley Fort Worth, Texas Details
Justin Wooley's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2014 - Present
Edward Jones  February 2008 - August 2014
InterConnect Wiring  2006 - 2007
Coldwell Banker Real Estate  2002 - 2003
Coldwell Banker Real Estate  2002 - 2003

Skills
Investments, Finance, Retirement Planning, Insurance, Retirement, Fixed Annuities, Mutual Funds, IRAs, Securities, 401k, Life Insurance, Long-term Care, Asset Allocation, Financial Services, Asset Managment

Education
The University of Texas at Arlington   2005 — 2006
Communications, Public Relations

College for Financial Planning

Western hills high school

Timothy Holloway Timothy Holloway Houston, Texas Details
Timothy Holloway's Wells Fargo Advisors, LLC Experience January 2000 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2000 - Present
Merrill Lynch  March 1993 - January 2000

Skills
• Wealth-Preservation..., • Stock Analysis, • 401(k) Rollovers, • Asset Allocation, • Concentrated Stock..., • Financial Advisory, • Fixed-Income..., • Investment Planning, • Investment Strategies, • Investments, • Retirement, • Retirement Savings, • Risk Management, • Securities, • Stocks, Mutual Funds,...

Education
University of Houston, C.T. Bauer College of Business   1988 — 1991
Master of Business Administration, Finance, Management and Accounting

The University of Texas at Austin   1980 — 1985
Bachelor of Business Adminstration, Finance, Accounting, Business Law

Henry M Caldwell Henry M Caldwell Roanoke, Virginia Details
Henry M Caldwell's Wells Fargo Advisors, LLC Experience August 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2014 - Present
Morgan Stanley Wealth Management  August 2011 - Present
Henry's Memphis BBQ, LLC   December 2004 - December 2010
Commonwealth Cornerstone, Inc.   July 1992 - July 2005
Boyle Investment Company  August 1985 - June 1992

Skills
Investments, Wealth, Mutual Funds, Strategic Planning, Risk Management, High Net Worth..., Investment Strategies, Wealth Preservation, Wealth Transfer

Education
The University of Memphis   1982 — 1985
Bachelor's Degree

University of Tennessee-Knoxville   1980 — 1982

Rhodes College   1979 — 1980

Memphis University School   1973 — 1979
Diploma

Judd Brian Frank Judd Brian Frank Newport Beach, California Details
Judd Brian Frank's Wells Fargo Advisors, LLC Experience 2010 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2010 - Present
Paine Webber/UBS   1994 - 2010
Prudential Securities  1990 - 1994
E. F. Hutton   1982 - 1990
Laventhol & Horwath  1980 - 1981

Skills
Retirement Planning, Investment Strategies, Asset Allocation, Stock Analysis, Fixed - Income..., Mutual Funds, Insurance, Annuities, Debt Management

Education
University of South Florida - College of Business Administration   1978 — 1980
Bachelors, Accounting

The Ohio State University   1974 — 1977
Bachelors, Political Science

Daniel W. Goronzy, AAMS Daniel W. Goronzy, AAMS Columbus, Ohio Area Details
Daniel W. Goronzy, AAMS's Wells Fargo Advisors, LLC Experience August 2001 - September 2010
Job President, Money Concepts Dublin Branch
Industry Financial Services
Experience
Money Concepts - Dublin Branch   September 2010 - Present
Ohio Presbyterian Retirement Services  June 2010 - Present
Ohio Presbyterian Retirement Services  July 2008 - June 2014
Wells Fargo Advisors, LLC   August 2001 - September 2010
Chancellor Health Care, LLC   1994 - 2005
Assisted Living Concepts, Inc.   June 1999 - October 2000
Karrington Health, Inc.   August 1996 - April 1999
Kettering Medical Center Corporation   June 1979 - March 1994
United States Public Health Service  January 1970 - December 1972

Skills
Strategic Financial..., Investments, Retirement, Finance, Small Business, Life Insurance, Management, Long-term Care, Pensions, Retirement Planning, Financial Advisory, Insurance, 401k, Employee Benefits, Financial Planning, Estate Planning, Retirement Income..., Long-term Care..., IRA Preservation..., Small Business..., Variable Annuity..., Variable Annuity..., Personal & Small...

Education
The George Washington University - School of Business   1968 — 1970
MBA, Healthcare Administration

Washington Adventist University   1962 — 1966
BS, Business Administration

John P. Mullaney, CIMA® John P. Mullaney, CIMA® Greater Denver Area Details
John P. Mullaney, CIMA®'s Wells Fargo Advisors, LLC Experience 2008 - Present
Job First Vice President – Investment Officer, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2008 - Present

Skills
Investments, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Finacial Advisory, Strategic Investments, Business Owner Planning, Concentrated Stock..., Estate Investment..., Insurance, Fixed Income Strategies

Education
Trinity College-Hartford   1989 — 1993
BA, Economics

Kristine (Kristi) Velasquez Kristine (Kristi) Velasquez San Antonio, Texas Area Details
Kristine (Kristi) Velasquez's Wells Fargo Advisors, LLC Experience May 1996 - Present
Job Senior Vice President Investments ~ Assistant Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1996 - Present
Frost Bank  January 1987 - May 1995

Skills
Investments, Retirement Planning, Investment Planning, Wealth-preservation...

Education
The University of Texas at San Antonio   1985 — 1990
Bachelors of Business, Business Management and Finance

Luis G. Naranjo Luis G. Naranjo Greater St. Louis Area Details
Luis G. Naranjo's Wells Fargo Advisors, LLC Experience May 2009 - June 2010
Job Senior Project Manager, VP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  November 2011 - Present
Wells Fargo Advisors  June 2010 - November 2011
Wells Fargo Advisors, LLC   May 2009 - June 2010
Wachovia Securities  March 2007 - May 2009
PMI Central Virginia Chapter  January 2008 - June 2008
LGN Consulting   March 2004 - June 2008
Richmond Strikers   July 2001 - June 2008
PMI Central Virginia Chapter  January 2006 - December 2007
Genworth Financial  September 2005 - March 2007
PMI Central Virginia Chapter  January 2004 - December 2005

Skills
Public Relations, Risk Assessment, Risk Management, Change Management, Leadership, Program Management, PMP, Project Management, Integration, Management, Cross-functional Team..., Strategic Planning, Process Improvement, Budgets, Project Portfolio..., Six Sigma, Strategy

Education
UCLA Anderson School of Management   2010 — 2010
Latino Leaders Program

The George Washington University - School of Business   2002 — 2003
Masters in Project Management

The University of Findlay   1998 — 1998
MS, Environmental Management

The University of Findlay   1997 — 1997
MBA, Business

Universidad de Los Andes   1990 — 1995
Civil Engineer, Civil Engineering

Michael Tramontelli Michael Tramontelli Greater New York City Area Details
Michael Tramontelli's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
City of Madeira Beach, Florida   May 2013 - December 2013

Skills
Public Policy, Microsoft Office, RFP, Local Government, Human Resources, Nonprofits, Policy, Administration, Government, Community Outreach, PowerPoint, Public Relations

Education
University of South Florida   2012 — 2013
Masters of Public Administration (MPA), Public Administration

The George Washington University   2007 — 2011
Bachelor of Arts (B.A.), Psychology

John Martin, CFP® John Martin, CFP® Austin, Texas Area Details
John Martin, CFP®'s Wells Fargo Advisors, LLC Experience 1984 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1984 - Present

Skills
Investments, Retirement Planning, Securities, Mutual Funds, Strategic Planning, Insurance, Brokerage, Financial Analysis, Small Business, Asset Allocation, Alternative Investments, Real Estate, Investment Properties, Business Development, Strategy, Public Speaking, Management, Due Diligence

Education
The University of Texas at Austin   1979 — 1983

Victoria High School   1974 — 1978

Jeff Jefferies Jeff Jefferies Austin, Texas Details
Jeff Jefferies's Wells Fargo Advisors, LLC Experience 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2008 - Present
A.G. Edwards & Sons, Inc.   2002 - 2008

Skills
Investments

Education
The University of Texas at Austin   1997 — 2001
Bachelor of Arts (BA), Psychology

Kris Tedeschi, CFP® Kris Tedeschi, CFP® New York, New York Details
Kris Tedeschi, CFP®'s Wells Fargo Advisors, LLC Experience March 2014 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2014 - Present
Wells Fargo Advisors, LLC   March 2013 - March 2014
Wells Fargo Advisors, LLC   July 2008 - March 2013

Skills
Investments, Finance, Equities, Valuation, Securities, Fixed Income, Asset Allocation, Mutual Funds

Education
New York University - Leonard N. Stern School of Business   2011 — 2014
MBA, Finance

Trinity College-Hartford   2004 — 2008
Bachelor of Arts, Economics

Linda Lampman, CFP® Linda Lampman, CFP® Daytona Beach, Florida Area Details
Linda Lampman, CFP®'s Wells Fargo Advisors, LLC Experience August 2005 - Present
Job Associate Vice President, Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2005 - Present

Skills
Asset Allocation, Investment Strategies, Retirement Planning, Retirement, Mutual Funds, Retirement Income..., Annuities, IRA's, Long Term Care

Education
The University of North Dakota   1968 — 1971
Bachelor of Science, Mathematics

Edward Radatz Edward Radatz Sacramento, California Area Details
Edward Radatz's Wells Fargo Advisors, LLC Experience May 2005 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   May 2005 - Present

Education
University of Southern California   1973 — 1975
M.S., Systems Management

The Ohio State University   1966 — 1970
B.S., Mathematics

Revel Rawlings Revel Rawlings Jackson, Mississippi Details
Revel Rawlings's Wells Fargo Advisors, LLC Experience September 2012 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2012 - Present
Wells Fargo Advisors, LLC   September 2012 - Present
UBS  October 2008 - September 2012
Stife, Nicolaus, & Company, Inc.   September 2000 - October 2008
Sterne Agee  August 1995 - September 2000
Sunburst Finanncial Group, Inc.   September 1993 - October 1995
Prudential Securities, Inc.   October 1986 - September 1993

Skills
Investments, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Municipal Bonds, 401k Rollovers, Estate Investment..., Wealth Preservation..., Tax-Efficient Strategies, Financial Advisory

Education
University of Southern Mississippi
Bachelor's degree

University of Alabama   1978 — 1982

Christopher J. Golini, CFP® Christopher J. Golini, CFP® Greater Boston Area Details
Christopher J. Golini, CFP®'s Wells Fargo Advisors, LLC Experience May 2009 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
SmithBarney  January 2006 - May 2009
Legg Mason  January 1997 - January 2006

Education
Trinity College-Hartford   1990 — 1994
BA, Economics and Computer Science

Stephen Patire Stephen Patire Paramus, New Jersey Details
Stephen Patire's Wells Fargo Advisors, LLC Experience June 2011 - September 2012
Job PCG Market Control Specialist at Wells Fargo Advisors ,LLC
Industry Financial Services
Experience
Wells Fargo Advisors  August 2014 - Present
Wells Fargo Advisors  September 2012 - August 2014
Wells Fargo Advisors LLC  June 2011 - September 2012
Meyers Associates L.P.   January 2011 - June 2011
Ethicon  June 2010 - August 2010
East Coast Social Sports, Maryland   April 2010 - August 2010
Ethicon Johnson & Johnson through Kelly Services   January 2010 - May 2010
Allstate Wholesale Auto   January 2007 - December 2008
Johnson & Johnson Health Care Systems through Kelly Services   March 2006 - July 2006
Ethicon Johnson & Johnson through Kelly Services   July 2005 - December 2005

Skills
Investments, Management, Finance, Social Networking, Mutual Funds, Sales Operations, Marketing, Sales, Facebook, Forecasting, Asset Allocation, Securities, Microsoft Office

Education
Towson University   2008 — 2010
BA, Business Administration

Glenn H. Ratcliffe, CFP® Glenn H. Ratcliffe, CFP® New Haven, Connecticut Details
Glenn H. Ratcliffe, CFP®'s Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Branch Manager, First Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  October 2014 - Present
Wells Fargo Advisors LLC  January 2008 - September 2014
A.G. Edwards & Sons, Inc.   April 1995 - January 2008

Skills
Investment Strategies, Asset Allocation, Finance, 401k Rollovers, Mutual Funds, Hedge Funds, Insurance, Fixed Income Strategies, Retirement Planning, Stock Market Analysis

Education
Trinity College-Hartford   1979 — 1983
Bachelor of Science (BS) - Psychology

Vernon Lee Trexler Vernon Lee Trexler Broomfield, Colorado Details
Vernon Lee Trexler's Wells Fargo Advisors, LLC Experience 2008 - Present
Job Branch Manager / Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2008 - Present
AG Edwards & Sons , Inc   May 2004 - 2008

Education
The University of New Mexico   1966 — 1971
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Chris Busby, CRPC® Chris Busby, CRPC® Greater Atlanta Area Details
Chris Busby, CRPC®'s Wells Fargo Advisors, LLC Experience August 2008 - October 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  June 2013 - Present
BB&T Investments  November 2012 - May 2013
Wells Fargo Advisors, LLC   August 2008 - October 2012
Morgan Stanley  June 2000 - August 2000

Education
The University of Georgia   1997 — 2001
Economics

Bryan Roper, AAMS ® Bryan Roper, AAMS ® Greater Memphis Area Details
Bryan Roper, AAMS ®'s Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Financial Advisor at RoperColcolough Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2010 - Present
Knight Transportation  2005 - 2010
FedEx  1996 - 2002

Education
The University of Memphis   1994 — 2000

Evangelical Christian School   1981 — 1994

Douglas Rose Douglas Rose Columbus, Ohio Area Details
Douglas Rose's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present
Huntington Wealth Advisors   June 2010 - October 2011
Smith Barney  June 2003 - June 2010

Education
The Ohio State University   1984 — 1989
B.S. Business Administration, Finance

Euclid High School

Scott Wicke Scott Wicke Dallas/Fort Worth Area Details
Scott Wicke's Wells Fargo Advisors, LLC Experience September 2010 - Present
Job Financial Advisor, Bagwell Wicke Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2010 - Present
Emergency Medical Services Corporation  August 2002 - September 2010

Education
The University of Texas at Arlington   1985 — 1988
Bachelor of Arts (B.A.), Sales and Management

Michael Thomassen, CFP®, MBA, Masters of International Mgmt Michael Thomassen, CFP®, MBA, Masters of International Mgmt Greater Boston Area Details
Michael Thomassen, CFP®, MBA, Masters of International Mgmt's Wells Fargo Advisors, LLC Experience September 2012 - September 2014
Job Independent Financial Strategist
Industry Financial Services
Experience
Harley Capital Management   September 2014 - Present
Van Loan School of Professional Studies at Endicott College   February 2014 - Present
Wells Fargo Advisors, LLC   September 2012 - September 2014
Morgan Stanley  December 2010 - January 2012
Ameriprise Financial Services, Inc.   March 2009 - December 2010
Merrill Lynch Global Wealth Management  July 2008 - February 2009
Thomassen Global, Inc.   January 1999 - June 2008
BD  June 1997 - October 1998
Fidelity Investments  June 1996 - February 1997
Aon/Rath & Strong Management Consultants   February 1995 - June 1996

Skills
Investments, Retirement Planning, Asset Allocation, Financial Services, Finance, Mutual Funds, Retirement Plan..., Financial Advisory, Estate Planning, Strategy, Investment Strategies, 401k, Fixed Annuities, Saving for Education, Alternative Investments, Retirement, Securities, Small Business, Insurance, 401k Rollovers, Analysis, Strategic Partnerships, Series 7, Strategic Financial..., Equities, Financial Planning

Education
Anderson Graduate School of Management at UCLA   1987 — 1989
MBA, Strategy

Thunderbird School of Global Management   1978 — 1979
Masters of International Management, International Finance

University of Notre Dame   1974 — 1978
Bachelor of Business Administration (BBA), International Finance, Spanish, German

Darin Boesch Darin Boesch Charlotte, North Carolina Area Details
Darin Boesch's Wells Fargo Advisors, LLC Experience November 2009 - January 2011
Job Solution Architect at Impact Financial Systems Inc.
Industry Information Technology and Services
Experience
Impact Financial Systems Inc.  April 2012 - Present
LendingTree  January 2011 - March 2012
Lasso Technologies, Inc.   January 2000 - June 2011
Wells Fargo Advisors, LLC   November 2009 - January 2011
Revenue Solutions, Inc.   September 2008 - November 2009
LendingTree  2004 - 2005
Compass Group North America  July 2002 - November 2003
Juldi Incorporated   October 2000 - May 2001
DecisionOne Mortgage   July 2000 - October 2000
Progressive Software  March 1999 - December 1999

Skills
C#, WCF, JSON, XML, MVC, Windows Services, ActiveX, COM, SQL, DOM, AJAX, IoC, MSMQ, EDI, SOAP, UML, STL, MFC, SQL Server 2000-2008, Agile, Continuous Integration, Design Patterns

Education
The Ohio State University   1984 — 1989
BS, Aeronautical & Astronautical Engineering

James E. Johnson, CFP® James E. Johnson, CFP® Boulder, Colorado Details
James E. Johnson, CFP®'s Wells Fargo Advisors, LLC Experience December 2009 - Present
Job Senior Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2009 - Present
Wells Fargo Advisors, LLC   2005 - December 2009
Wells Fargo Advisors, LLC   2005 - 2008
Fifth Third Bank  2002 - 2005
Fisher Investments  2000 - 2002
Fidelity Investments  1993 - 2000
Fidelity Investments  1993 - 2000

Education
The Ohio State University   1981 — 1985
BS / BA, Business Administration

Bay High School   1978 — 1981

Miguel Armendariz Miguel Armendariz Austin, Texas Details
Miguel Armendariz's Wells Fargo Advisors, LLC Experience April 2012 - October 2012
Job Financial Advisor at BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass Investment Solutions  April 2014 - Present
BBVA Compass  October 2012 - March 2014
Wells Fargo Advisors LLC  April 2012 - October 2012
Wells Fargo Bank  October 2010 - October 2012

Skills
Personal Financial..., Wealth Management, Team Leadership, Microsoft Office, Loans, Credit, Banking, Cross Selling, Finance, Management, Portfolio Management, Sales, Series 6, Series 63, Series 7, Series 65, Investments, Retirement Planning, Life Insurance, Financial Advisory, Mutual Funds, Risk Management, Insurance, Financial Services, Relationship Management, Strategic Financial..., Securities

Education
Rice University   2013 — 2014
Graduate Certificate in Financial Planning, Financial Planning

The University of Texas-Pan American   2006 — 2012
Bachelor of Business Administration (BBA), Finance

Trey Barnes Trey Barnes Kansas City, Missouri Area Details
Trey Barnes's Wells Fargo Advisors, LLC Experience November 2008 - May 2009
Job
Industry Financial Services
Experience
Mariner Wealth Advisors  May 2009 - Present
Wells Fargo Advisors, LLC   November 2008 - May 2009
Wachovia Securities, LLC  May 2007 - November 2008
A.G. Edwards & Sons, Inc.   October 1992 - April 2007

Skills
Strategic Financial..., Asset Management, Financial Advisory, Wealth Management, Retirement Planning, Wealth, Asset Allocation, Series 7, ETFs, Wealth Accumulation, Investments

Education
The University of Kansas   1988 — 1991
Business Administration

Vincent Barron Vincent Barron El Paso, Texas Area Details
Vincent Barron's Wells Fargo Advisors, LLC Experience May 2014 - July 2015
Job Associate at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   July 2015 - Present
Wells Fargo Advisors, LLC   May 2014 - July 2015
Wells Fargo International Group  September 2013 - May 2014
Helen of Troy  May 2008 - January 2012

Skills
Risk Management, Investment Banking, Financial Analysis, Treasury Management, FX Options, Commercial Banking, Anti Money Laundering, Bank Secrecy Act, Foreign Exchange Risk..., International Banking..., Wholesale Banking, Investment Strategies, Investment Advisory, Equity Capital Markets, Equities, Options, Series 7, Series 63

Education
The University of Texas at El Paso   2009 — 2012
Bachelor of Business Administration (B.B.A.), Analytical Finance/Commercial Banking

The University of New Mexico - Robert O. Anderson School of Management   2007 — 2009

Ricardo Martell, Jr. Ricardo Martell, Jr. San Francisco Bay Area Details
Ricardo Martell, Jr.'s Wells Fargo Advisors, LLC Experience November 2012 - Present
Job Client Relationship Mgmt
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2012 - Present
BNP Paribas Prime Brokerage   March 2007 - November 2011
Banc of America Prime Brokerage   March 2006 - March 2007

Skills
Hedge Funds, Fixed Income, Equities, Securities, Bonds, Series 7, Alternative Investments, Capital Markets, Equity Derivatives, Commodity, Interest Rate..., Credit Derivatives, Valuation, Management, Derivatives, Series 66

Education
The University of Dallas   2009 — 2012
MBA, Corporate Finance

University of California, Santa Barbara   2001 — 2005
Bachelor of Arts, Psychology

South San Francisco High School   1997 — 2001
High School Diploma

Charles Tumlin Charles Tumlin Beaufort, South Carolina Details
Charles Tumlin's Wells Fargo Advisors, LLC Experience September 2007 - May 2015
Job Managing Director Tumlin, Levin, Sumner Wealth Managment
Industry Financial Services
Experience
Tumlin, Levin, Sumner Wealth Management   June 2015 - Present
Wells Fargo Advisors, LLC   September 2007 - May 2015
A.G.Edwards & Sons   January 1992 - September 2007

Skills
Investments, Portfolio Management, Wealth Management, Financial Advisory, Retirement Planning

Education
The University of Georgia   1988 — 1992
BA, Economics

Winston Justice Winston Justice Naples, Florida Area Details
Winston Justice's Wells Fargo Advisors, LLC Experience March 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2015 - Present
Elixr Coffee Roasters   2010 - Present
Mashburn & Justice Capital   2011 - 2015
Denver Broncos Football Organization  2013 - 2014
Indianapolis Colts  2012 - 2013
National Football League Players Association  2012 - 2012
Philadelphia Eagles  2006 - 2012
GVA Smith/Mack Commerical Real Estate Firm   2009 - 2009

Skills
Asset Allocation, Business Planning, Business Strategy, Customer Service, Entrepreneurship, Financial Advisory, Financial Services, Insurance, Investment Strategies, Investments, Leadership, Life Insurance, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Risk Management, Securities, Strategic Planning, Team Building

Education
The George Washington University - School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Notre Dame   2012 — 2012
Business Entrepreneurship Program

University of Pennsylvania - The Wharton School   2009 — 2009
NFL Business Management Program

University of Southern California   2002 — 2006
Bachelor’s Degree, Public Policy Analysis

Douglas Quint Douglas Quint Austin, Texas Details
Douglas Quint's Wells Fargo Advisors, LLC Experience April 2013 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC   April 2013 - Present
Wells Fargo Bank  November 2010 - April 2013
Wells Fargo Bank  August 2009 - November 2010
Wells Fargo  May 2008 - July 2009

Education
The University of Texas at Austin   1999 — 2003
BA, Economics, Government

Russ Gamble Russ Gamble Greater Denver Area Details
Russ Gamble's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2014 - Present
Wells Fargo  August 2010 - October 2014
Marcia Mounsey Foundation   July 2008 - October 2014
Centennial Estate Planning Council   May 2010 - May 2013
MEMBERS Trust Company   August 2009 - August 2010
ANB Bank  February 2006 - August 2009

Education
University of Denver - Sturm College of Law   2000 — 2004
J.D., LL.M., Law, Taxation

The University of Texas at Austin   1997 — 2000
B.A., Latin American Studies, Government, History

Lesley Dever Lesley Dever Greater Boston Area Details
Lesley Dever's Wells Fargo Advisors, LLC Experience October 2010 - September 2012
Job Financial Consultant at The B.C. Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  May 2015 - Present
Wells Fargo Advisors  September 2012 - May 2015
Wells Fargo Advisors, LLC   October 2010 - September 2012
Business Development  September 2008 - October 2010
NewRiver  May 2005 - May 2008
Corporate Executive Board  July 2004 - May 2005
Jackson National Life Distributors, Inc.,   December 2003 - March 2004
Mutual of Omaha  June 2002 - May 2003
State Street Research, Inc.,   April 2001 - March 2002
John Hancock Funds, Inc.   September 1998 - February 2001

Skills
Investments, Retirement Planning, Insurance, Mutual Funds, Retirement, Financial Services, Relationship Management, Marketing Strategy, Sales, Fixed Annuities, Start-ups, 401k, Marketing, Leadership, Securities, Cross-functional Team...

Education
Trinity University-Washington   1984 — 1988
A.B., International Studies

Richard Pellegrini Richard Pellegrini Baltimore, Maryland Area Details
Richard Pellegrini's Wells Fargo Advisors, LLC Experience August 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2011 - Present
Merrill Lynch  October 1994 - July 2011

Education
Towson University   1989 — 1993
B.S. in Business and Economics, Business Administration

The John Carroll School   1985 — 1989

Sam Foltz Sam Foltz Cleveland/Akron, Ohio Area Details
Sam Foltz's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2014 - Present

Skills
Bird Watching, Gardening, Teamwork, Microsoft Word, Microsoft Excel, Financial Analysis, Microsoft Office, Social Media, Tree Climbing, Fannie Mae, Finance, Investments, Customer Service, PowerPoint, Project Management

Education
University of Kansas   2010 — 2014
Bachelor's Degree, Finance, KU School of Business

Perry Mattern, CFP®, CIMA® Perry Mattern, CFP®, CIMA® Greater Denver Area Details
Perry Mattern, CFP®, CIMA®'s Wells Fargo Advisors, LLC Experience December 2008 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2008 - Present
Wachovia Securities, LLC  October 2007 - December 2008
A.G. Edwards & Sons, Inc.   March 2000 - October 2007

Education
The University of North Dakota   1988 — 1991
B.S., Financial Management

The American College
CFP® - CERTIFIED FINANCIAL PLANNER® Professional Designation Program

University of Pennsylvania - The Wharton School in conjunction with the IMCA
CIMA® - Certified Investment Management Analyst® Professional Designation Program

Loy John Agno Loy John Agno Baltimore, Maryland Details
Loy John Agno's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2014 - Present
Morgan Stanley  January 2006 - April 2014
Citigroup Global Markets  January 2006 - January 2009
Viacom / MTV Networks - XM Radio   January 2005 - May 2005

Skills
Customer Service, Microsoft Excel, Microsoft Office, Call Centers, Microsoft Word, Customer Satisfaction, PowerPoint, Outlook, Sales, Time Management, Access, Data Entry, Leadership, Process Improvement

Education
Towson University   2000 — 2006
Bachelor's degree, Business Administration/International Business

Clyde Allen Clyde Allen Greater Nashville Area Details
Clyde Allen's Wells Fargo Advisors, LLC Experience April 1999 - January 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2014 - Present
Wells Fargo Advisors, LLC   April 1999 - January 2014
JC Bradford  April 1995 - April 1999
Russell Stover Candies  June 1993 - April 1995

Education
The University of Memphis   1988 — 1993
Bachelor of Business Administration (B.B.A.), Sales/Marketing

Germantown High School

Terry Landry, CIMA® Terry Landry, CIMA® Houston, Texas Area Details
Terry Landry, CIMA®'s Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Merrill Lynch  January 2005 - February 2008
Morgan Stanley  January 1985 - January 2005

Skills
Financial Advising, Business Services, IRAs, IRA Rollovers, Retirement Planning, FINRA, Client-focused, Investments, Mutual Funds, Stocks, Bonds, FINRA Arbitrator, Estate Investment...

Education
The University of Texas at Austin   1972 — 1976
Bachelor of Business Administration (BBA)

Patricia Bass Peterson Patricia Bass Peterson Houston, Texas Details
Patricia Bass Peterson's Wells Fargo Advisors, LLC Experience 2009 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Wachovia Securities  2004 - 2009
Prudential Securities  1998 - 2003
Paine Webber  1991 - 1998
Rotan Mosle  1990 - 1991
Dean Witter Reynolds  1984 - 1990

Skills
Business Services, Retirement Planning for..., Estate Investment..., Retirement Planning, Investment Planning

Education
University of North Texas   1980 — 1982
Bachelor of Business Administration (BBA)

The University of Texas at San Antonio   1978 — 1980

Jerry McEwen Jerry McEwen Germantown, Tennessee Details
Jerry McEwen's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Wachovia Securities, LLC  January 2008 - May 2009
A.G. Edwards   April 2000 - January 2008

Skills
Asset Allocation, Estate Investment..., Investment Strategies, Retirement Planning, Wealth Preservation...

Education
The University of Memphis
Bachelor of Science (BS)

Fernando Riojas Fernando Riojas Miami, Florida Details
Fernando Riojas's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2014 - Present
BLADEX  June 2006 - September 2013
Bank of America  September 1998 - June 2006

Skills
Investments, Risk Management, Trade Finance, Cash Management, Securities, Financial Services, Financial Analysis, Credit Risk, Finance, Commercial Banking

Education
The University of Texas at Austin - The Red McCombs School of Business   1996 — 1998
MBA, Finance, Marketing

Universidad de Monterrey   1989 — 1993
LAE, Business

ASFM

ASFM

Randy Valtierra Randy Valtierra Dallas/Fort Worth Area Details
Randy Valtierra's Wells Fargo Advisors, LLC Experience 2009 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   2009 - Present
Smith Barney  2000 - 2009

Education
The University of Texas at San Antonio
Bachelor's, Finance, Real Estate

Greg Shumaker Greg Shumaker Columbus, Ohio Area Details
Greg Shumaker's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Branch Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2014 - Present
Wells Fargo Advisors, LLC   June 2014 - November 2014
Wells Fargo Advisors,LLC  November 2013 - June 2014
Wells Fargo Advisors, LLC   March 2011 - October 2013
Wells Fargo Advisors, LLC   February 2009 - March 2011
Stewart Title Guaranty  October 2005 - June 2008

Skills
Securities, Leadership, Program Management, Vendor Management, Investments, Business Analysis, Management, Microsoft Office, Training, Team Building, Project Management, Budgets, Cross-functional Team..., Business Strategy, Visio

Education
The Ohio State University   1976 — 1999
BA, Economics

Lou Perno, CFP® Lou Perno, CFP® Athens, Georgia Area Details
Lou Perno, CFP®'s Wells Fargo Advisors, LLC Experience June 1985 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1985 - Present

Skills
Investments, Financial Analysis, Insurance, Retirement Planning, Strategic Planning, Asset Allocation, Small Business, Strategic Financial..., Mergers & Acquisitions, Mutual Funds, Retirement, Customer Service, Due Diligence, Budgets, Sales Management

Education
The University of Georgia   1976 — 1980
BSED

Terry L. Phillips Terry L. Phillips Greater Chicago Area Details
Terry L. Phillips's Wells Fargo Advisors, LLC Experience March 2008 - Present
Job Vice President Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2008 - Present
UBS Wealth Management  August 1984 - March 2008

Skills
•401(k) Rollovers, •Business-Succession..., •Estate Investment..., •Retirement Planning, Wealth Preservation..., Annuities, •Asset Allocation, Equities, •Fixed-Income..., •Insurance, Mutual Funds, •Tax-Efficient..., Financial Advisory, Wealth Management, Investments, Asset Allocation, Management, Retirement Planning, Risk Management

Education
The University of Akron
Business, Business Administration

Budy Djunaedi, MBA, CRPC® Budy Djunaedi, MBA, CRPC® Bellevue, Washington Details
Budy Djunaedi, MBA, CRPC®'s Wells Fargo Advisors, LLC Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   January 2015 - Present
Grand Edge Financial LLC   2013 - 2014
Merrill Lynch  2010 - 2012
ICS PTSA   2008 - 2010
Merrill Lynch  March 2006 - December 2008
.Net Developers Association   2006 - 2008
Symetra Financial  2001 - March 2006
ICS PTSA   2003 - 2005
Safeco  December 1999 - 2001
NBBJ  1993 - December 1999

Education
The University of Texas at Arlington
MBA

University of Michigan
MS, Civil/Structural Engineering

University of California, Berkeley
BA, Architecure

Brandon Hines Brandon Hines Washington D.C. Metro Area Details
Brandon Hines's Wells Fargo Advisors, LLC Experience November 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2010 - Present
U.S CONGRESS  May 2008 - August 2008
Los Angeles Philharmonic  May 2005 - August 2006

Skills
Public Policy, Fundraising, Non-profits, Policy Analysis, SPSS, Research, Government, Data Analysis, Spanish, Public Speaking, Leadership, Community Outreach

Education
The George Washington University   2006 — 2010
Bachelor of Business Administration, Business Economics & Public Policy

The George Washington University - School of Business   2006 — 2010
B.B.A, Business Economics, Public Policy, International Business

Notre Dame High School of Sherman Oaks   2002 — 2006

Nancy Mellon Nancy Mellon Tampa/St. Petersburg, Florida Area Details
Nancy Mellon's Wells Fargo Advisors, LLC Experience August 2012 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2012 - Present
Morgan Stanley Wealth Management  February 2004 - August 2012
UBS Wealth Management  August 2001 - February 2004
A.G.Edwards and Sons,Inc.   June 1992 - August 2001
Morgan Keegan and Company,Inc.   January 1984 - March 1992

Skills
Investments, Wealth, Retirement Planning, Asset Allocation, Securities, Retirement, Investment Strategies, Mutual Funds, Separately Managed..., 401k Rollovers, IRAs, Finance, Alternative Investments, ETFs, Financial Analysis, Financial Advisory, Disability Insurance, Bonds, Long-term Care, Private Equity, Insurance, Valuation, High Net Worth..., Fixed Annuities, 401k, Personal Finance, Risk Management, Equities, Life Insurance, Fixed Income, Options, Hedge Funds, Financial Modeling, Capital Markets, Investment Banking, Financial Services, Investment Management, Wealth Management, Series 7, Series 63, Strategic Planning, Portfolio Management, Asset Management

Education
University of Mississippi   1979 — 1983
BBA, Managerial Finance and Economics

The University of Memphis   1989 — 1992
Master of Science (MS)

Richard Sieling Richard Sieling Austin, Texas Area Details
Richard Sieling's Wells Fargo Advisors, LLC Experience 2012 - 2014
Job Financial Advisors at US Capital Advisors LLC
Industry Financial Services
Experience
US Capital Advisors LLC  2014 - Present
Wells Fargo Advisors, LLC   2012 - 2014
Retired  2010 - 2011
Lord Abbett  1998 - 2009
Morgan Stanley  1988 - 1998

Education
American Graduate School of International Management   1987 — 1988
MBA, International Finance

The University of Texas at Austin   1980 — 1984
BBA, Accounting

Steve Akers Steve Akers Kansas City, Missouri Area Details
Steve Akers's Wells Fargo Advisors, LLC Experience January 2014 - April 2015
Job On the beach......literally and figuratively
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2014 - April 2015
Wells Fargo Advisors  June 2012 - December 2013
Wells Fargo Advisors  May 2007 - May 2012
Independent Broker Dealer  July 2004 - April 2007
Prudential Securites, Inc   May 1997 - June 2004

Skills
Financial Advisory, Asset Managment, Equities, Retirement, Fixed Annuities, 401k, Series 65, Credit, Banking, Financial Analysis, Relationship Management, Strategic Planning, Asset Allocation, Business Succession..., Concentrated Stock..., Deferred Compensation, Estate Investment..., Financial Reporting, Fixed Income Strategies, Investment Planning, Multi-Generational..., Retirement Planning, Retirement Plan..., Risk Management, Securities, Stock Market Analysis, Wealth Preservation..., Business Owner Planning, Investments, Alternative Investments, Asset Management, Succession Planning, Wealth Management..., Series 7, Commercial Lending, Credit Analysis, Investment Strategies, Wealth Management

Education
University of Kansas   1972 — 1976
BS, Business Administration and Economics

Ryan J Thayer Ryan J Thayer Greater Denver Area Details
Ryan J Thayer's Wells Fargo Advisors, LLC Experience July 2011 - November 2012
Job Financial and Real Estate Expert
Industry Real Estate
Experience
Chateaux Realty   June 2015 - Present
ICON Advisers  October 2014 - August 2015
Jackson  November 2012 - October 2014
Wells Fargo Advisors, LLC   July 2011 - November 2012
Wave Financial Partners, Inc.   2011 - 2012
Thayer Financial, Inc   November 2010 - July 2011
American Family Insurance  2009 - 2011
Mr Fix It Handyman & Construction, Inc   April 2005 - June 2009
POLAR PLOWING SERVICE   November 2004 - May 2009

Skills
Real Estate, Real Estate Transactions, Real Estate Marketing, Real Estate Development, Sales, Series 7, 401k, Insurance, Financial Advisory, Strategic Financial..., Customer Service, Life Insurance, Small Business, Financial Planning, IRAs, Strategic Planning, Wealth Management, Asset Allocation, Portfolio Management, Sales Management, Financial Analysis, Marketing, Public Speaking, Investments, Financial Services, Retirement Planning, Finance, Retirement, Asset Management, Alternative Investments, Taxation of Trusts, Series 66, Sales Presentation..., Employee Benefits, Territory Account..., Sales Prospecting, Defined Benefit, Variable Annuities, Fixed Indexed Annuities, Defined Contribution, Portfolio Optimization, Portfolio Performance..., Stock Market Analysis, Business Tax Planning, Sales Rep Training, Wholesale, Strategic Consulting, Fixed Annuities, Health Insurance, Term Life Insurance

Education
The University of North Dakota   2004 — 2008
Bachelor of Arts (B.A.), Business Administration, Entrepreneurship

Shanley High School, Fargo, ND

James Armer James Armer Albuquerque, New Mexico Details
James Armer's Wells Fargo Advisors, LLC Experience February 2007 - August 2015
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2007 - August 2015
Scottrade  December 2010 - April 2011
Wells Fargo Advisors  April 2008 - December 2010
Wells Fargo  January 2007 - April 2008

Skills
Financial Advisory, Investments, Mutual Funds, 401k Rollovers, Retirement Planning, IRAs, Roth IRA, IRA Rollovers, Estate Planning, Insurance, Variable Annuities, Indexed Annuities, Investment Management, Government Bonds, Bonds, Stock Market, Finance, Investment Strategies, Retirement

Education
The University of New Mexico   2003 — 2007
Accounting and Finance

Los Lunas High School   1999 — 2002
High School

John Oberg John Oberg Tyler, Texas Area Details
John Oberg's Wells Fargo Advisors, LLC Experience October 1999 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 1999 - Present

Skills
Investments, Finance, Risk Management, Securities, Analysis, Management, Portfolio Analysis

Education
The University of Texas at Austin - Red McCombs School of Business   1996 — 1998
B.B.A, Finance

Tyler Junior College   1994 — 1996
Business

Saher Lalani Saher Lalani Austin, Texas Area Details
Saher Lalani's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job Licensed Financial Consultant at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors, LLC   January 2015 - Present
Wells Fargo Bank, N.A.   October 2013 - Present
Georgia State Senate - Government Administration   2013 - Present
Helzberg Diamonds  February 2013 - March 2014
UBC Model United Nations   2011 - 2012
Gold Center   2009 - 2012
NorthWest Model United Nations   2011 - 2011
The University of British Columbia  2010 - 2011
UBC Centre for Teaching, Learning and Technology  2009 - 2011
JCPenney  2010 - 2010

Skills
Research, Training, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Teaching, Event Management, Finance, Financial Analysis, Strategic Planning, Strategy, Consulting, Diplomacy, Banking, Sales, International Relations, International..., Foreign Policy, Investment Banking, Budgets, Program Management, Data Analysis, Loans, Credit, Consumer Lending, Wealth Management, Dance Instruction, Cross Selling, Small Business Lending, Long Term Relationship..., Brokerage, Leadership, Event Planning, Teamwork, Management, Time Management, Social Media

Education
The University of British Columbia / UBC   2008 — 2012
Bachelor of Arts (B.A.), International Relations and Political Science

James Eller James Eller San Antonio, Texas Area Details
James Eller's Wells Fargo Advisors, LLC Experience October 2000 - Present
Job Senior Vice President at Wachovia
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2000 - Present
Wells Fargo Advisors, LLC   2000 - 2009

Education
The University of Texas at Austin   1979 — 1985

Craig Tiernan Craig Tiernan Bentonville, Arkansas Details
Craig Tiernan's Wells Fargo Advisors, LLC Experience March 2009 - February 2012
Job Director AP GFR at Walmart
Industry Financial Services
Experience
Walmart  February 2013 - Present
Walmart  February 2012 - February 2013
Wells Fargo Advisors, LLC   March 2009 - February 2012
National In-Store Marketing LLC, an Omnicomgroup Co   May 2007 - March 2009
National In-Store Marketing LLC, an Omnicomgroup Co   April 2005 - May 2007
National In-Store Marketing LLC, an Omnicomgroup Co   October 2003 - April 2005
National In-Store Marketing LLC, an Omnicomgroup Co   August 2002 - October 2003

Skills
Forecasting, Strategic Planning, Financial Analysis, Leadership, Financial Reporting, Management, Six Sigma, Team Building, Retail, Strategy, Merchandising, Accounting

Education
University of Minnesota-Twin Cities   1999 — 2002
Master of Arts, Philosophy, Area of Focus/Specialization: Business Ethics & Management

The University of Kansas   1995 — 1999
Bachelors of Arts, Philosophy

Ross Dowling Ross Dowling Austin, Texas Area Details
Ross Dowling's Wells Fargo Advisors, LLC Experience September 2001 - Present
Job Associate Vice President Investments & Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2001 - Present
Janus Capital Group  May 1999 - April 2001

Education
The University of Texas at Austin   1994 — 1999

Robert (Bob) L. Finder, Jr. Robert (Bob) L. Finder, Jr. Saint Louis, Missouri Details
Robert (Bob) L. Finder, Jr.'s Wells Fargo Advisors, LLC Experience 2008 - Present
Job Author of The Financial Professional's Guide to Communication; Managing Director, Investment Management Consulting Group
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2008 - Present
Prudential Investments  February 1997 - March 2008
Johnson Heritage Trust Company   June 1991 - December 1996
Landmark Trust Company   August 1987 - June 1991
Gallop Johnson & Neuman  June 1985 - July 1987

Skills
Wealth Management, Alternative Investments, Wealth Management..., Series 65, Series 7, 401k Rollovers, Investments, Series 63, Management Consulting, Portfolio Management, Retirement, Retirement Planning, Asset Managment, Fixed Annuities, Mutual Funds

Education
Washington University in St. Louis School of Law   1981 — 1984
JD; LLM (in Taxation)

The University of Memphis   1977 — 1981
Bachelor of Arts (B.A.), International Relations and Affairs, Summa Cum Laude

Matt Gassner Matt Gassner Albuquerque, New Mexico Details
Matt Gassner's Wells Fargo Advisors, LLC Experience June 2008 - July 2010
Job Banker II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2012 - Present
Bank of the West  July 2010 - July 2012
Wells Fargo Advisors, LLC   June 2008 - July 2010
Wells Fargo  September 2007 - June 2008
Hi Def Web   May 2003 - November 2005
Apple Computer  1998 - 2001
University of New Mexico  1997 - 2000

Skills
Outside Sales, Inside Sales, Strategic Financial..., Series 7, Series 66, Loans, Financial Analysis, Consumer Lending, Small Business Lending, Investments, Commercial Lending, Series 63, Mutual Funds, Retirement Planning, Real Estate, Risk Management, Uniform Combined State..., Small Business, Banking

Education
The University of New Mexico   1999 — 2004
Bachelors, Political Science

Valley High School   1996 — 1999
General

Dan Ludwin Dan Ludwin Richmond, Virginia Area Details
Dan Ludwin's Wells Fargo Advisors, LLC Experience August 1996 - November 2009
Job President, Founding Partner at Salomon & Ludwin,LLC
Industry Financial Services
Experience
Salomon & Ludwin,LLC   November 2009 - Present
Wells Fargo Advisors, LLC   August 1996 - November 2009
Wachovia Securities  2001 - 2009

Education
The Ohio State University   1988 — 1993
BS, Economics

Hudson High

James Hostetler, Jr. James Hostetler, Jr. Greater Denver Area Details
James Hostetler, Jr.'s Wells Fargo Advisors, LLC Experience October 2011 - January 2013
Job Managing Partner at Ascendant Capital, LLC
Industry Financial Services
Experience
Ascendant Capital, LLC  February 2013 - Present
Ascendant Mortgage Corp.   February 2013 - Present
Wells Fargo Advisors, LLC   October 2011 - January 2013
American Guaranty Financial Group   February 2009 - September 2011
Merrill Lynch  June 2008 - February 2009
Strategic Acquisitions Group   November 2006 - June 2008
HP Financial Corp.   March 1997 - November 2006

Skills
Mutual Funds, Financial Goals, Economics, Asset Managment, Finance, Asset Management

Education
The University of Texas at Austin   1986 — 1991
Bachelor of Arts, English

Strake Jesuit College Preparatory   1982 — 1986

K. Andrew Sprague K. Andrew Sprague Washington D.C. Metro Area Details
K. Andrew Sprague's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Morgan Stanley  January 1998 - February 2009
Lynx Investment Advisory, LLC   1993 - 1998
Office of The Vice President  1990 - 1992

Skills
Financial Services, Leadership, Investments, Investment Strategies, Loans, Wealth Management, Series 7, Equities, Management, Business Development, Financial Risk, Strategic Planning, Portfolio Management, Asset Management, Strategy

Education
The College of Wooster   1988 — 1991

The Trinity-Pawling School   1985 — 1987
Private High School

Ward Petty Ward Petty Chattanooga, Tennessee Area Details
Ward Petty's Wells Fargo Advisors, LLC Experience 2008 - July 2011
Job Managing Director Investments Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   August 2011 - Present
Wells Fargo Advisors, LLC   2008 - July 2011
A.G. Edwards & Sons, Inc.   February 1991 - March 2008
Prudential Bache Securities  January 1987 - January 1991
Dean Witter  August 1984 - January 1987

Skills
Investments, Series 7, Retirement Planning, Wealth Management..., Wealth Management, Investment Advisory, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Asset Management, Leadership, Financial Planners, Customer Service, Insurance, Strategic Planning, Public Speaking, Series 63, Mergers & Acquisitions

Education
The University of Tennessee at Chattanooga   1980 — 1984
BS, Accounting

McCallie School   1974 — 1980

Wendy Hammond Wendy Hammond Reno, Nevada Area Details
Wendy Hammond's Wells Fargo Advisors, LLC Experience July 2005 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2005 - Present
Reno Aces  2009 - 2012

Skills
Customer Service, Sales, Microsoft Office, Marketing, Microsoft Excel, Budgets, Financial Analysis, Marketing Strategy, Facebook

Education
University of Nevada-Reno   1998 — 2003
Bachelor of Science (B.S.), Economics

Truckee Meadows Community College   1998 — 2002
Associate of Arts

Lemon Valley Elementary

Christian Marsella Christian Marsella Los Angeles, California Details
Christian Marsella's Wells Fargo Advisors, LLC Experience May 2006 - April 2010
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2014 - Present
Morgan Stanley Private Bank  April 2010 - May 2014
Wells Fargo Advisors, LLC   May 2006 - April 2010
Charles Schwab Bank  September 2004 - May 2006
Bank of the West  January 2004 - September 2004
Merrill Lynch  April 2000 - January 2004
Union Bank of California  April 1998 - April 2000

Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance

Education
The London School of Economics and Political Science (LSE)   1995 — 1996
Masters, International Accounting and Finance

University of Southern California   1991 — 1994
Bachelors, Finance and Business Economics

Boyd Ingalls Boyd Ingalls Greater St. Louis Area Details
Boyd Ingalls's Wells Fargo Advisors, LLC Experience 2008 - Present
Job Senior Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2008 - Present
Wachovia Securities  September 2007 - June 2008
Ingenco LLC   March 2007 - May 2007
Virginia State Auditor of Public Accounts   March 2006 - February 2007
Hohner HSS   2004 - 2006
Boaz Accordions   1995 - 2004

Skills
Analysis, Risk Management, Financial Services, Financial Analysis, Management, Finance, Process Improvement, Project Management, Investments, Microsoft Excel, Access, Requirements Analysis, Training, Visio, Financial Modeling, Series 7, Statistical Regression..., FINRA Series 7, Thompson Beta, Mergers, Hypothesis Testing, R Programing Language

Education
The Johns Hopkins University   2015 — 2016
Certificate, Data Science, In Progress

Virginia Commonwealth University - School of Business   2005 — 2009
Post baccalaureate non-degree seeking, Business, Accounting, Finance

University of California, Berkeley   1994 — 1997
Bachelors, English

Hilary Bryson Hilary Bryson Greater Chicago Area Details
Hilary Bryson's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present
J.P. Morgan   May 2010 - October 2011
Carolina First Bank  October 2007 - May 2010
Wells Fargo Advisors, LLC   January 1999 - January 2007
LaSalle Street Securities   January 1997 - January 1998
Mesirow Financial  January 1996 - January 1997
David A. Noyes & Co   January 1994 - January 1996

Education
Triton-College   1989 — 1992

Dennis Champa Dennis Champa Cleveland/Akron, Ohio Area Details
Dennis Champa's Wells Fargo Advisors, LLC Experience June 2008 - December 2013
Job Regional Sales Manager FVP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  December 2013 - Present
Wells Fargo Advisors, LLC   June 2008 - December 2013
Morgan Stanley  January 2001 - June 2008

Education
The University of Akron   1993 — 1997
Bachelor's degree, Business/Finance

Nordonia High School   1988 — 1991

Helena Xu Helena Xu Greater San Diego Area Details
Helena Xu's Wells Fargo Advisors, LLC Experience January 2009 - June 2009
Job
Industry Financial Services
Experience
UBS Financial Services, Inc.   June 2010 - Present
Mobilife Biotech   September 2009 - December 2010
UBS Financial Services, Inc.   November 2009 - June 2010
Wells Fargo Advisors, LLC   January 2009 - June 2009
Wachovia Securities, LLC  May 2008 - January 2009

Education
University of California, San Diego   2006 — 2010
B.S., B.A., Management Science, Communications

The London School of Economics and Political Science (LSE)
Public Finance & Foundations of Management

Alex Landeen Alex Landeen Greater Seattle Area Details
Alex Landeen's Wells Fargo Advisors, LLC Experience October 2011 - October 2014
Job Independent Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Finanical  November 2014 - Present
Wells Fargo Advisors, LLC   October 2011 - October 2014
Axa Advisors  April 2010 - August 2011
Signametrics   2005 - 2009
ClearPoint Financial  2003 - 2005

Skills
Retirement Planning, IRAs, Investment Strategies, Asset Allocation, Mutual Funds, Financial Advisory, Fixed Annuities, Retirement, Long Term Care Insurance

Education
The University of Montana - School of Business Administration   1999 — 2003
BA, Finance

Garfield High School

Nadia Adly Nadia Adly Washington D.C. Metro Area Details
Nadia Adly's Wells Fargo Advisors, LLC Experience June 2007 - Present
Job Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  July 2011 - Present
Wells Fargo Advisors, LLC   June 2007 - Present
Morgan Stanley  November 1987 - April 2007

Education
The George Washington University - School of Business   1990 — 1995
MBA, Finance

Nicole Kitchens Nicole Kitchens Greater Nashville Area Details
Nicole Kitchens's Wells Fargo Advisors, LLC Experience January 2011 - August 2012
Job Project Finance Manager at GBT Realty
Industry Commercial Real Estate
Experience
GBT Realty  March 2014 - Present
First Horizon National Corporation (First Tennessee Bank)   June 2013 - March 2014
Informa  July 2012 - June 2013
Wells Fargo Advisors, LLC   January 2011 - August 2012
H B Sconyers and Company, LLC   August 2008 - December 2010
First Tennessee Bank  1995 - 2003

Skills
Credit, Strategic Financial..., Portfolio Management, Team Leadership, Sales Management, Banking, Investments, Coaching, Financial Analysis, Financial Reporting, Mortgage Lending, Customer Service, Budgets, Loan Origination, Account Management, Wealth Management, Mortgage Banking, New Business Development, Team Building, Strategic Planning, Insurance, Risk Management, Small Business

Education
The University of Memphis

Donald Rodenbaugh Donald Rodenbaugh Youngstown, Ohio Area Details
Donald Rodenbaugh's Wells Fargo Advisors, LLC Experience January 1991 - Present
Job Managing DirectorInvestments at Wachovia Securities, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1991 - Present

Education
The Ohio State University   1985 — 1990
BS, Finance

Carol Fernandez Carol Fernandez Charlotte, North Carolina Details
Carol Fernandez's Wells Fargo Advisors, LLC Experience April 1997 - Present
Job Sr Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors.  April 1997 - Present
Wells Fargo Advisors, LLC   April 1997 - Present
Wachovia Securities  April 1997 - January 2011
WSR   1992 - 1995
Rose Auto Stores   1984 - 1992

Skills
Securities, Financial Services, Banking, Budgets, Series 99, Risk Management, Wealth Management, Investments, Portfolio Management, Mutual Funds, Relationship Management, Financial Analysis, Credit, Finance, Management, Process Improvement, Business Analysis

Education
The University of Akron
BSBA Major in Accounting, Business

Jim Marconi Jim Marconi Germantown, Tennessee Details
Jim Marconi's Wells Fargo Advisors, LLC Experience January 2011 - March 2013
Job Wealth Management Consultant at Marconi Wealth Consulting
Industry Financial Services
Experience
Marconi Wealth Consulting   April 2013 - Present
Wells Fargo Advisors, LLC   January 2011 - March 2013
Argent Financial Group   January 2011 - January 2012
Wells Fargo Advisors  August 2002 - January 2011

Skills
Wealth Management, Retirement Planning, Financial Services, Asset Allocation, Business-owner Planning, 401(k) Rollovers, Concentrated Stock..., Estate Investment..., Financial Advisory, Financial Reporting, Multi-generational..., Risk Management, Advisory Products, Stock Analysis, Wealth-preservation..., Stocks, Insurance, Mutual Funds, Bonds

Education
The University of Memphis   1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General

The University of Memphis   1984 — 1987
BSME, Mechanical Engineering

Donald Bruhn Donald Bruhn Thomasville, Georgia Details
Donald Bruhn's Wells Fargo Advisors, LLC Experience January 2013 - August 2013
Job Entrepreneur at Self Employed
Industry Venture Capital & Private Equity
Experience
Self Employed  September 2013 - Present
Wells Fargo Advisors, LLC   January 2013 - August 2013
Integrated Services Group, Inc.   April 2012 - December 2012
Jerger Jewelers   2004 - March 2012
Autry Petroleum Company   1999 - 2004
Turbine Engine Components Textron  1997 - 1999
Boeing  1996 - 1997
Boeing  1994 - 1996
Boeing  1992 - 1994
General Dynamics  1989 - 1991

Skills
Portfolio Management, Retail, Small Business, Program Management, Analysis, Financial Analysis, Budgets, Sales Management, New Business Development, Strategic Planning, Business Development, Management Consulting, Strategy, Entrepreneurship, Public Speaking, Business Strategy, Start-ups, Management

Education
The University of Dallas   1990 — 1992
MBA, International Management

University of Wisconsin-Stout   1981 — 1985
BS, Mfg Eng

Israel Epstein Israel Epstein Paramus, New Jersey Details
Israel Epstein's Wells Fargo Advisors, LLC Experience August 2011 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2011 - Present
Chase Investment Services Corp.  May 2001 - August 2011
Merrill Lynch  September 1996 - December 2000
Torah Institute of America   1992 - 1996

Skills
Retirement Plan..., Multi-generational..., Investment Policy..., Rule 144 Stock, Investment Strategies, Estate Planning..., Nonprofits, Investment Portfolios, 401(k) Plan Design, Annuity Analysis, Employee Stock Options, Finance, Concentrated Stock..., Fixed Annuities, Variable Annuities, Family Office, Life Insurance, Term Life Insurance, Investments, Performance Reviews, Financial Guidance, Strategic Planning, Securities, Asset Allocation, Insurance, Relationship Management, Retirement, Retirement Planning, Retirement Savings, Risk Management, Stock Market Analysis, Stock Analysis, Tax-Efficient Strategies

Education
The New School   1989 — 1993
BA, Liberal Arts

Shaarei Torah of Rockland
Talmudic Studies

Jennifer Belmont Jennings Jennifer Belmont Jennings Saint Louis, Missouri Details
Jennifer Belmont Jennings's Wells Fargo Advisors, LLC Experience February 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2015 - Present
Wells Fargo Advisors, LLC   November 2013 - February 2015
The Nations Law Firm, LLC   October 2010 - August 2013
John Hancock and Associates   August 2009 - July 2010
United States District Courts  May 2008 - August 2008
Summers, Compton, Wells & Hamburg, P.C.   October 2007 - February 2008
The United States Attorneys' Office  May 2007 - August 2007
Westminster Christian Academy (St. Louis)   January 2005 - May 2006
Admiral Party and Tent Rentals/ Now Belmont Party Rentals   June 1996 - October 2002

Education
Washington University in St. Louis School of Law   2006 — 2009
J.D., Law

Washington University in St. Louis   2004 — 2005
M.A., American Culture Studies

Washington University in St. Louis   2000 — 2003
B.A., Magna Cum Laude, Political Science

The London School of Economics and Political Science (LSE)   2001 — 2002
General Course Program, Political Science

Michael Short CFP® Michael Short CFP® Medina, Ohio Details
Michael Short CFP®'s Wells Fargo Advisors, LLC Experience June 2008 - September 2011
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James  September 2011 - Present
Wells Fargo Advisors, LLC   June 2008 - September 2011
A.G. Edwards   June 1999 - June 2008

Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Estate Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investment Strategies, Asset Managment, Equities, Financial Analysis, Financial Modeling, Trust Services, 401k Rollovers, Mutual Funds

Education
The University of Akron   1980 — 1983
B.S., Accounting

Gabe Woodward Gabe Woodward Bakersfield, California Area Details
Gabe Woodward's Wells Fargo Advisors, LLC Experience April 2009 - Present
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2009 - Present
Pan American Games Rio 2007   June 2007 - July 2007
2004 U.S. Olympic Swim Team   July 2004 - August 2004

Education
University of Southern California   1997 — 2001
BA, Social Sciences

The Master's College and Seminary
Master of Arts in Biblical Counseling in Progress

Joseph Huenke Joseph Huenke Tampa/St. Petersburg, Florida Area Details
Joseph Huenke's Wells Fargo Advisors, LLC Experience December 1991 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1991 - Present

Skills
Investments, Retirement Planning, Asset Allocation, Mergers & Acquisitions, Insurance, Trusts, Small Business, Alternative Investments

Education
The Ohio State University   1969 — 1973

Michelle Harf-Grim Michelle Harf-Grim Lutherville Timonium, Maryland Details
Michelle Harf-Grim's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Financial Advisor/Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2010 - Present
Merrill Lynch  October 1993 - January 2010

Skills
Retirement Planning, 401k Rollovers, Asset Allocation, Estate Investment..., Fixed-Income Strategies, Insurance, Investment Planning, Tax Efficient Strategies, Wealth Preservation..., Investments, Retirement

Education
Towson University
Bachelor's Degree, Business

Frank Agron Frank Agron Kansas City, Missouri Area Details
Frank Agron's Wells Fargo Advisors, LLC Experience February 1990 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1990 - Present
E.F. Hutton & Co.   February 1970 - February 1990

Skills
Investments, Retirement Planning, Securities, Mutual Funds, IRA rollovers, 401(k) Rollovers, Financial Advisory, Financial Analysis, Financial Services, Insurance, Bonds, Annuities

Education
University of Kansas   1966 — 1969
Bachelor of Science in Business Administration, Finance

Chris Berzon CFP® Chris Berzon CFP® Dallas/Fort Worth Area Details
Chris Berzon CFP®'s Wells Fargo Advisors, LLC Experience December 2008 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  December 2008 - Present
Wells Fargo Bank  April 2006 - December 2007
Wells Fargo Bank  June 2004 - April 2006

Education
The University of Texas at Arlington - College of Business   1995 — 1997
Bachelor, Marketing

Michelle Manners, MBA, CFP®, CDFA, ADPA Michelle Manners, MBA, CFP®, CDFA, ADPA Dallas/Fort Worth Area Details
Michelle Manners, MBA, CFP®, CDFA, ADPA's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Merrill Lynch  May 1999 - January 2009

Education
The University of Dallas
Master of Business Administration (M.B.A.)

Peggy Zarro, CFP® Peggy Zarro, CFP® Dallas/Fort Worth Area Details
Peggy Zarro, CFP®'s Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Branch Manager at Wells Fargo Advisors Frisco, TX
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   October 2011 - Present
Wells Fargo Advisors, LLC   November 2009 - October 2011
Morgan Stanley Smith Barney  January 1992 - November 2009

Education
The University of Texas at Austin - Red McCombs School of Business
bba, Marketing, Finance

Vic Sullivan Vic Sullivan Albany, Georgia Details
Vic Sullivan's Wells Fargo Advisors, LLC Experience June 1981 - Present
Job Branch Manager/Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1981 - Present

Skills
Customer Service, English, Research, Teaching, Public Speaking, HTML, Strategic Planning, Leadership, Portfolio Management, Marketing, Investments, Finance, Social Media, Team Building, Public Relations

Education
The University of Georgia   1976 — 1981
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Peter DeArcangelis Peter DeArcangelis Charlotte, North Carolina Area Details
Peter DeArcangelis's Wells Fargo Advisors, LLC Experience August 2009 - Present
Job Managing Director Investment Officer; PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2009 - Present
Morgan Stanley Smith Barney  September 1980 - August 2009

Skills
Uniform Combined State..., Retirement Planning, Wealth Management, 529 Plans, 401k Rollovers, Separately Managed..., Municipal Bonds, Asset Allocation, High Net Worth..., Trading, Investment Strategies, Life Insurance, Financial Advisory, Capital Markets, Mutual Funds, Equity Trading, Securities, Retirement, Derivatives, Variable Annuities, Fixed Annuities, Equities, Long Term Care Insurance, Insurance, ETFs, Investment Management, Wealth, Wealth Management..., Investments, Saving for Education, Asset Managment, Estate Planning, Bonds, Long-term Care, Hedge Funds, Retirement Plan..., Alternative Investments, 401k, Financial Services, Life & Health Insurance..., IRAs, Roth IRA, Portfolio Management

Education
The George Washington University   1973 — 1975
Master's degree, International Business, 3.7

Towson University   1969 — 1973
Bachelor's degree, International economics and political science, 3.3

towson high school   1966 — 1969

Mark Zafereo Mark Zafereo Victoria, Texas Details
Mark Zafereo's Wells Fargo Advisors, LLC Experience August 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2011 - Present
University of Houston-Victoria  June 2010 - April 2011
Texas Higher Education Coordinating Board  April 2005 - May 2010

Education
The University of Texas at Austin
Bachelor of Science, Political Science

University of Houston
Master of Science - Accountancy, Accounting/Taxation

Terry Guinan Terry Guinan Greater Chicago Area Details
Terry Guinan's Wells Fargo Advisors, LLC Experience 2011 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2011 - Present
Stifel, Nicolaus & Company Inc.   2000 - 2011

Education
Triton College
Associate of Applied Science, Business, Management, Marketing, and Related Support Services, Graduated with High Honors

Bill Stigall Bill Stigall Spring, Texas Details
Bill Stigall's Wells Fargo Advisors, LLC Experience March 1986 - Present
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1986 - Present

Skills
Investments, Portfolio Analysis, Retirement Planning, Finance, Wealth Planning, Management, Financial Services, Financial Advisory, Analysis, Wealth

Education
The University of Texas at Austin   1980 — 1984
Bachelor of Business Administration (BBA), Management and Finance

Michael Cadena Michael Cadena Houston, Texas Details
Michael Cadena's Wells Fargo Advisors, LLC Experience September 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2011 - Present

Education
The University of Texas at Austin   1990 — 1995
Bachelor of Business Administration (BBA), Accounting

D. Michael Harrison D. Michael Harrison Greater Atlanta Area Details
D. Michael Harrison's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2014 - Present
Morgan Stanley Wealth Management  December 1998 - May 2014
AXA Financial Advisors  December 1996 - December 1998

Skills
401K Rollovers, Asset Allocation, Business Owner Planning, Deferred Compensation..., Insurance, Investment Planning, Retirement Planning, Wealth Management, Investments, Investment Advisory, Fixed Annuities, 401k Rollovers, Series 7, Strategic Financial..., Finance, Series 63, Financial Services

Education
The University of Memphis
Bachelor of Business Administration-Finance

Nan Williams Nan Williams Macon, Georgia Details
Nan Williams's Wells Fargo Advisors, LLC Experience October 2000 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2000 - Present
Bank of America  April 1988 - October 2000
Dean Witter Reynolds Inc.  May 1984 - April 1988

Skills
retirement planning, investment strategies, asset allocation, risk management

Education
The University of Georgia   1982 — 1984
Master of Business Administration (M.B.A.), Finance, General

The University of Georgia   1979 — 1982
Bachelor of Arts (B.A.), Journalism-Advertising

Scott Davidoff Scott Davidoff Plano, Texas Details
Scott Davidoff's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Merrill Lynch  August 1997 - February 2009

Skills
Financial Advisory, Investments, Retirement Planning, Wealth Preservation..., Liability Management

Education
The University of Texas at Dallas   1994 — 1997
Bachelor of Science, Business Administration

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