Wells Fargo Advisors, LLC
Industry: Subsidiary
DescriptionWells 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),
Wells Fargo Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Advisors, LLC Salaries. You can even request information on how much does Wells Fargo Advisors, LLC pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
William Tryon William Tryon's Wells Fargo Advisors, LLC Experience 1988 - Present
Job Managing DirectorInvestments, Senior PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1988 - Present
United States Marine Corps 1970 - 1973
Skills
Financial problem..., Investments, Portfolio Management, Retirement Planning, Finance, Management, Financial Advisory, Securities, Investment Management, Project Planning, Access, Series 7, Wealth Management
Education
University of Denver 1973 — 1975
Master of Business Administration (MBA), Finance
University of Colorado Boulder 1966 — 1970
Political Science
Wells Fargo Advisors, LLC 1988 - Present
United States Marine Corps 1970 - 1973
Skills
Financial problem..., Investments, Portfolio Management, Retirement Planning, Finance, Management, Financial Advisory, Securities, Investment Management, Project Planning, Access, Series 7, Wealth Management
Education
University of Denver 1973 — 1975
Master of Business Administration (MBA), Finance
University of Colorado Boulder 1966 — 1970
Political Science
Kory David Lee Kory David Lee's Wells Fargo Advisors, LLC Experience 2011 - 2012
Job CFP®, Wealth Manager
Industry Financial Services
Experience
USAA October 2014 - Present
Morgan Stanley Wealth Management April 2014 - October 2014
HA&W Wealth Management, LLC 2012 - March 2014
Morgan Stanley Smith Barney 2012 - 2012
Wells Fargo Advisors, LLC 2011 - 2012
Wells Fargo Advisors, LLC 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Citi Smith Barney 2006 - 2008
Education
University of Georgia - Terry College of Business
Westminster College (MO)
B.A., Economics
USAA October 2014 - Present
Morgan Stanley Wealth Management April 2014 - October 2014
HA&W Wealth Management, LLC 2012 - March 2014
Morgan Stanley Smith Barney 2012 - 2012
Wells Fargo Advisors, LLC 2011 - 2012
Wells Fargo Advisors, LLC 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Citi Smith Barney 2006 - 2008
Education
University of Georgia - Terry College of Business
Westminster College (MO)
B.A., Economics
Christina Dyer Christina Dyer's Wells Fargo Advisors, LLC Experience 2011 - August 2012
Job Mixed Media Marketing, Photographer at Photo Expressions LLP
Industry Photography
Experience
Photo Expressions LLP March 2012 - Present
Wells Fargo Advisors, LLC 2011 - August 2012
Skills
Blogging, Marketing, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Account Management, Team Building, Outlook, Social Media, Sales, Management, Public Speaking, Process Improvement, Visio, Project Management, Event Planning, Leadership, Vendor Management
Education
The University of Connecticut 2004 — 2008
Sociology
Photo Expressions LLP March 2012 - Present
Wells Fargo Advisors, LLC 2011 - August 2012
Skills
Blogging, Marketing, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Account Management, Team Building, Outlook, Social Media, Sales, Management, Public Speaking, Process Improvement, Visio, Project Management, Event Planning, Leadership, Vendor Management
Education
The University of Connecticut 2004 — 2008
Sociology
Ryan Halleran Ryan Halleran's Wells Fargo Advisors, LLC Experience October 2012 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
Morgan Stanley Private Wealth Management June 2011 - October 2012
Washington State Superior Court June 2010 - August 2010
Office of the Governor, State of Idaho July 2009 - August 2009
Merrick, Hofstedt & Lindsey, P.S. September 2007 - July 2008
Skills
Fundraising, Research, Public Speaking, Nonprofits, Customer Service, Mergers & Acquisitions, Event Planning, Public Relations, Real Estate, Customer Relations, Mergers, Negotiation, Educational Seminars, Engaging Public Speaker, Financial Guidance, Retirement Income..., Portfolio Construction, Financial Legacy..., Estate Planning..., Personal Budgeting, Beneficiary Planning, Insurance, Charitable Gift Planning, Portfolio Management, Estate Planning, Financial Planning
Education
University of Idaho College of Law 2008 — 2010
Juris Doctorate, Business/Tax Law
University of Washington 2002 — 2006
Bachelor of Science, Political Communication
Newport High School 1998 — 2002
Wells Fargo Advisors, LLC October 2012 - Present
Morgan Stanley Private Wealth Management June 2011 - October 2012
Washington State Superior Court June 2010 - August 2010
Office of the Governor, State of Idaho July 2009 - August 2009
Merrick, Hofstedt & Lindsey, P.S. September 2007 - July 2008
Skills
Fundraising, Research, Public Speaking, Nonprofits, Customer Service, Mergers & Acquisitions, Event Planning, Public Relations, Real Estate, Customer Relations, Mergers, Negotiation, Educational Seminars, Engaging Public Speaker, Financial Guidance, Retirement Income..., Portfolio Construction, Financial Legacy..., Estate Planning..., Personal Budgeting, Beneficiary Planning, Insurance, Charitable Gift Planning, Portfolio Management, Estate Planning, Financial Planning
Education
University of Idaho College of Law 2008 — 2010
Juris Doctorate, Business/Tax Law
University of Washington 2002 — 2006
Bachelor of Science, Political Communication
Newport High School 1998 — 2002
Nick Pointer's Wells Fargo Advisors, LLC Experience June 2014 - December 2014
Job Business Development Specialist
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2014 - December 2014
City of Roseville April 2010 - August 2014
Next Level Performance Fitness October 2009 - June 2014
Skills
Strategic Planning, Public Speaking, Financial Advisory, Financial Services, Customer Service, Investments, Investment Planning, Mutual Funds, Financial Guidance, Wealth Preservation, Relationship Management, Financial Analysis, Financial Planning, Wealth Management, Event Planning, Retirement Planning, Management
Education
University of Florida 2001 — 2008
Bachelor of Science (B.S.)
Jesuit High School 1997 — 1999
Wells Fargo Advisors, LLC June 2014 - December 2014
City of Roseville April 2010 - August 2014
Next Level Performance Fitness October 2009 - June 2014
Skills
Strategic Planning, Public Speaking, Financial Advisory, Financial Services, Customer Service, Investments, Investment Planning, Mutual Funds, Financial Guidance, Wealth Preservation, Relationship Management, Financial Analysis, Financial Planning, Wealth Management, Event Planning, Retirement Planning, Management
Education
University of Florida 2001 — 2008
Bachelor of Science (B.S.)
Jesuit High School 1997 — 1999
Marta Cappa Marta Cappa's Wells Fargo Advisors, LLC Experience December 2013 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2013 - Present
Merrill Lynch November 1993 - December 2013
Education
University of Illinois Springfield 1988 — 1991
Bachelor of Science (B.S.), Business Management
Wells Fargo Advisors, LLC December 2013 - Present
Merrill Lynch November 1993 - December 2013
Education
University of Illinois Springfield 1988 — 1991
Bachelor of Science (B.S.), Business Management
Dean Andersen, CFP® Dean Andersen, CFP®'s Wells Fargo Advisors, LLC Experience February 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Smith Barney February 1995 - February 2009
Dean Witter January 1990 - February 1995
Skills
Investments, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Securities, Fixed Annuities, Strategic Investment...
Education
University of Georgia - Terry College of Business
BBA, Finance
Wells Fargo Advisors, LLC February 2009 - Present
Smith Barney February 1995 - February 2009
Dean Witter January 1990 - February 1995
Skills
Investments, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Securities, Fixed Annuities, Strategic Investment...
Education
University of Georgia - Terry College of Business
BBA, Finance
Wendy Clothier, MA, CXA, CUA's Wells Fargo Advisors, LLC Experience January 2007 - Present
Job Certified Customer/User Experience Practitioner, Strategist, Thoughtleader, and UX Unicorn
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2007 - Present
Skills
User Experience, Heuristic Evaluation, Interaction Design, User-centered Design, User Research, Usability Testing, Usability Engineering, User Experience Design, Information Architecture, Usability, User Interface Design, Persona, User Interface, Requirements Gathering, Contextual Inquiry, Experience Design, Wireframes, Project Management, Business Analysis, Program Management, Customer Service, Process Improvement
Education
University of Central Oklahoma
Bachelor's Degree, Major in Journalism - Public Relations with Minor in Biology and an emphasis in German
Webster University
Master of Arts (M.A.), Computer Resources and Information Management
Wells Fargo Advisors, LLC January 2007 - Present
Skills
User Experience, Heuristic Evaluation, Interaction Design, User-centered Design, User Research, Usability Testing, Usability Engineering, User Experience Design, Information Architecture, Usability, User Interface Design, Persona, User Interface, Requirements Gathering, Contextual Inquiry, Experience Design, Wireframes, Project Management, Business Analysis, Program Management, Customer Service, Process Improvement
Education
University of Central Oklahoma
Bachelor's Degree, Major in Journalism - Public Relations with Minor in Biology and an emphasis in German
Webster University
Master of Arts (M.A.), Computer Resources and Information Management
James E. Adams CFP® James E. Adams CFP®'s Wells Fargo Advisors, LLC Experience December 1999 - Present
Job Senior Vice President Investments at The Fernandes and Adams Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 1999 - Present
Ag-Land FS, Inc May 1997 - December 1999
United States Marine Corps June 1989 - June 1994
Skills
Investments, Retirement Planning, Strategic Planning, Financial Advisory, Brokerage, Leadership Development
Education
University of Illinois Springfield 1995 — 1997
Bachelor of Science (BS), Accounting
Lincoln Trail Community College 1993 — 1995
Associate of Science (A.S.)
Lely High School, Naples, FL 1985 — 1989
General Studies
Wells Fargo Advisors, LLC December 1999 - Present
Ag-Land FS, Inc May 1997 - December 1999
United States Marine Corps June 1989 - June 1994
Skills
Investments, Retirement Planning, Strategic Planning, Financial Advisory, Brokerage, Leadership Development
Education
University of Illinois Springfield 1995 — 1997
Bachelor of Science (BS), Accounting
Lincoln Trail Community College 1993 — 1995
Associate of Science (A.S.)
Lely High School, Naples, FL 1985 — 1989
General Studies
Robert Packin's Wells Fargo Advisors, LLC Experience November 2008 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2008 - Present
Skills
Investment Strategies, Investments, Alternative Investments, Financial Analysis, Mutual Funds, Retirement Planning, Securities, 401k Rollovers, Asset Allocation, Life Insurance, Long Term Care Insurance
Education
University of Denver 1975 — 1977
Master's degree, International Management
University of Maryland College Park 1971 — 1975
Bachelor's degree, Political Science and Government
Livingston High School 1968 — 1971
Wells Fargo Advisors, LLC November 2008 - Present
Skills
Investment Strategies, Investments, Alternative Investments, Financial Analysis, Mutual Funds, Retirement Planning, Securities, 401k Rollovers, Asset Allocation, Life Insurance, Long Term Care Insurance
Education
University of Denver 1975 — 1977
Master's degree, International Management
University of Maryland College Park 1971 — 1975
Bachelor's degree, Political Science and Government
Livingston High School 1968 — 1971
Kelly Wood Kelly Wood's Wells Fargo Advisors, LLC Experience January 2008 - March 2013
Job Retirement Specialist
Industry Financial Services
Experience
Wood Financial Group (Raymond James) March 2013 - Present
Wells Fargo Advisors, LLC January 2008 - March 2013
A.G. Edwards & Sons, Inc.(purchased by Wells Fargo Advisors, LLC) 2004 - 2008
Hewlett Packard March 2002 - December 2004
Oracle June 1995 - February 2002
King LLC January 1994 - January 2001
Education
National Technology University 1986 — 1990
University of Idaho 1979 — 1983
BS, Engineering
Wood Financial Group (Raymond James) March 2013 - Present
Wells Fargo Advisors, LLC January 2008 - March 2013
A.G. Edwards & Sons, Inc.(purchased by Wells Fargo Advisors, LLC) 2004 - 2008
Hewlett Packard March 2002 - December 2004
Oracle June 1995 - February 2002
King LLC January 1994 - January 2001
Education
National Technology University 1986 — 1990
University of Idaho 1979 — 1983
BS, Engineering
Emily Spyrou Emily Spyrou's Wells Fargo Advisors, LLC Experience March 2015 - Present
Job Branch Liaison at Wells Fargo Advisors, LLC
Industry Investment Banking
Experience
Wells Fargo Advisors, LLC March 2015 - Present
Robert W. Baird & Co. June 2011 - March 2015
Robert W. Baird & Co Inc February 2010 - June 2011
University of Cincinnati September 2008 - January 2011
ArvinMeritor, Inc March 2009 - September 2009
Skills
Microsoft Office, Social Networking, Customer Service, Marketing, Management, Interviews, Human Resources, Event Planning, Data Entry, CRM, Time Management, Administrative..., Social Media, Facebook, Teamwork
Education
University of Cincinnati 2007 — 2011
BBA, International Business
Wells Fargo Advisors, LLC March 2015 - Present
Robert W. Baird & Co. June 2011 - March 2015
Robert W. Baird & Co Inc February 2010 - June 2011
University of Cincinnati September 2008 - January 2011
ArvinMeritor, Inc March 2009 - September 2009
Skills
Microsoft Office, Social Networking, Customer Service, Marketing, Management, Interviews, Human Resources, Event Planning, Data Entry, CRM, Time Management, Administrative..., Social Media, Facebook, Teamwork
Education
University of Cincinnati 2007 — 2011
BBA, International Business
Perry Greenfield CFP® CIMA® Perry Greenfield CFP® CIMA®'s Wells Fargo Advisors, LLC Experience August 1996 - Present
Job First Vice President Investments Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 1996 - Present
Skills
Investments, Finance, Alternative Investments, Mutual Funds, Fixed Income, Retirement Planning, Retirement, Financial Analysis, Strategic Investment
Education
University of Florida 1992 — 1996
Bachelor of Science, Finance
Wells Fargo Advisors, LLC August 1996 - Present
Skills
Investments, Finance, Alternative Investments, Mutual Funds, Fixed Income, Retirement Planning, Retirement, Financial Analysis, Strategic Investment
Education
University of Florida 1992 — 1996
Bachelor of Science, Finance
Robert Bresman's Wells Fargo Advisors, LLC Experience September 2000 - Present
Job Vice President investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2000 - Present
Paine Webber July 1989 - August 2000
Skills
Investments, Retirement Planning, Finance, Mutual Funds
Education
University of Delaware 1982 — 1986
Bachelor of Arts (B.A.), Communication, General
Dumont High School 1978 — 1982
Wells Fargo Advisors, LLC September 2000 - Present
Paine Webber July 1989 - August 2000
Skills
Investments, Retirement Planning, Finance, Mutual Funds
Education
University of Delaware 1982 — 1986
Bachelor of Arts (B.A.), Communication, General
Dumont High School 1978 — 1982
Jericho A Borges Jericho A Borges's Wells Fargo Advisors, LLC Experience November 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2011 - Present
Education
University of Florida 1984 — 1988
BS, Business Administration
University of Florida - Warrington College Of Business 1984 — 1988
Bachelor of Science, Business
Wells Fargo Advisors, LLC November 2011 - Present
Education
University of Florida 1984 — 1988
BS, Business Administration
University of Florida - Warrington College Of Business 1984 — 1988
Bachelor of Science, Business
Tom Graber Tom Graber's Wells Fargo Advisors, LLC Experience January 2008 - July 2014
Job Operations and Technology Specialist at WrapManager
Industry Financial Services
Experience
WrapManager, Inc July 2014 - Present
Wells Fargo Advisors, LLC January 2008 - July 2014
A. G. Edwards and Sons, Inc. March 2006 - January 2008
Charles Schwab Trust Company / DM Stone January 2006 - March 2006
Alta Bates Summit Foundation January 2005 - January 2006
Berkeley Tennis Club June 2004 - January 2005
GE Financial December 2003 - June 2004
Charles Schwab September 1997 - January 2002
ASB Financial Services December 1994 - September 1995
Lehman Brothers and Smith Barney November 1989 - December 1994
Skills
FINRA, Series 3, Series 7, Series 8, Series 9, Series 10, Series 63, Series 65, Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory..., Wrap Accounts, Stocks, Bonds, Options, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities
Education
University of California, Santa Cruz 1985 — 1989
Bachelor of Arts (BA), Economics (Business Management)
WrapManager, Inc July 2014 - Present
Wells Fargo Advisors, LLC January 2008 - July 2014
A. G. Edwards and Sons, Inc. March 2006 - January 2008
Charles Schwab Trust Company / DM Stone January 2006 - March 2006
Alta Bates Summit Foundation January 2005 - January 2006
Berkeley Tennis Club June 2004 - January 2005
GE Financial December 2003 - June 2004
Charles Schwab September 1997 - January 2002
ASB Financial Services December 1994 - September 1995
Lehman Brothers and Smith Barney November 1989 - December 1994
Skills
FINRA, Series 3, Series 7, Series 8, Series 9, Series 10, Series 63, Series 65, Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory..., Wrap Accounts, Stocks, Bonds, Options, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities
Education
University of California, Santa Cruz 1985 — 1989
Bachelor of Arts (BA), Economics (Business Management)
Kevin Beck Kevin Beck'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
Jackson National 2011 - 2014
Jackson National 2009 - 2011
Jackson National 2007 - 2009
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Asset Allocation, Portfolio Management, Financial Advisory, Securities, Investment Strategies, Estate Planning
Education
University of Colorado Boulder
Bachelor of Science (B.S.), Business Administration, Finance and Management
Wells Fargo Advisors, LLC April 2014 - Present
Jackson National 2011 - 2014
Jackson National 2009 - 2011
Jackson National 2007 - 2009
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Asset Allocation, Portfolio Management, Financial Advisory, Securities, Investment Strategies, Estate Planning
Education
University of Colorado Boulder
Bachelor of Science (B.S.), Business Administration, Finance and Management
Yani Pinkus Yani Pinkus's Wells Fargo Advisors, LLC Experience March 2005 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2005 - Present
First Union Securities June 2000 - January 2003
Education
University of Central Florida 1998 — 2002
Bachelor of Science (BS), Finance
Wells Fargo Advisors, LLC March 2005 - Present
First Union Securities June 2000 - January 2003
Education
University of Central Florida 1998 — 2002
Bachelor of Science (BS), Finance
Jack LoBianco Jack LoBianco's Wells Fargo Advisors, LLC Experience July 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2012 - Present
Skills
Retirement Planning, Asset Allocation, Retirement, Investment Strategies, Investments, Securities
Education
University of Florida 1974 — 1975
Bachelor's degree, Advertising
Wells Fargo Advisors, LLC July 2012 - Present
Skills
Retirement Planning, Asset Allocation, Retirement, Investment Strategies, Investments, Securities
Education
University of Florida 1974 — 1975
Bachelor's degree, Advertising
Gary K. Drake's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2010 - Present
Geary Community Hospital 2011 - 2015
Sunflower Bank 2004 - 2009
Fort Riley National Bank 1996 - 2004
American National Bank 1993 - 1996
Bruning State Bank 1986 - 1993
Skills
Financial Advisory, Strategic Planning, Fixed Income Strategies, Investment Strategies &..., Asset Allocation, 401K Rollovers
Education
University of Colorado at Boulder 1989 — 1991
Colorado School of Banking
University of Nebraska-Lincoln 1968 — 1975
B.S. & M.S., Education
Wells Fargo Advisors, LLC January 2010 - Present
Geary Community Hospital 2011 - 2015
Sunflower Bank 2004 - 2009
Fort Riley National Bank 1996 - 2004
American National Bank 1993 - 1996
Bruning State Bank 1986 - 1993
Skills
Financial Advisory, Strategic Planning, Fixed Income Strategies, Investment Strategies &..., Asset Allocation, 401K Rollovers
Education
University of Colorado at Boulder 1989 — 1991
Colorado School of Banking
University of Nebraska-Lincoln 1968 — 1975
B.S. & M.S., Education
Richard Marc Gordon's Wells Fargo Advisors, LLC Experience August 1976 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 1976 - Present
Skills
Strategic Planning, Investments, 401k Rollovers, Fixed Income
Education
University of Colorado at Boulder 1972 — 1974
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors, LLC August 1976 - Present
Skills
Strategic Planning, Investments, 401k Rollovers, Fixed Income
Education
University of Colorado at Boulder 1972 — 1974
Bachelor of Business Administration (B.B.A.), Finance, General
Melissa Storch Melissa Storch's Wells Fargo Advisors, LLC Experience December 2010 - Present
Job Marketing Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2010 - Present
Morgan Stanley January 2008 - June 2009
Merrill Lynch June 2006 - January 2008
Education
University of Florida 2002 — 2005
Bachelor of Science (B.S.), Public Relations
Wells Fargo Advisors, LLC December 2010 - Present
Morgan Stanley January 2008 - June 2009
Merrill Lynch June 2006 - January 2008
Education
University of Florida 2002 — 2005
Bachelor of Science (B.S.), Public Relations
Mike Oakes, CFP®'s Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Assistant Vice President Investments | Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2008 - Present
Big Brothers Big Sisters of Colorado January 2014 - Present
Wells Fargo April 2005 - May 2008
Skills
Retirement Planning, Investments, Retirement, Insurance, Finance, Investment Strategies, Management, Mutual Funds, Securities, Asset Allocation, IRAs, 401k, Investment Portfolio..., Financial Planning..., Strategic Investment...
Education
University of Colorado at Denver
Finance, Business
Wells Fargo Advisors, LLC May 2008 - Present
Big Brothers Big Sisters of Colorado January 2014 - Present
Wells Fargo April 2005 - May 2008
Skills
Retirement Planning, Investments, Retirement, Insurance, Finance, Investment Strategies, Management, Mutual Funds, Securities, Asset Allocation, IRAs, 401k, Investment Portfolio..., Financial Planning..., Strategic Investment...
Education
University of Colorado at Denver
Finance, Business
Dennis Oltorik, APMA® Dennis Oltorik, APMA®'s Wells Fargo Advisors, LLC Experience 1996 - September 2013
Job Financial Advisor/Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
RhinoBoss.com 2013 - 2014
Wells Fargo Advisors, LLC 1996 - September 2013
Guardian Technologines 1986 - 1992
Guardian Technologines 1986 - 1992
Education
University of Cincinnati 1980 — 1985
BBA, Finance
Sigma Chi
Sigma Chi
Ameriprise Financial Services, Inc. September 2013 - Present
RhinoBoss.com 2013 - 2014
Wells Fargo Advisors, LLC 1996 - September 2013
Guardian Technologines 1986 - 1992
Guardian Technologines 1986 - 1992
Education
University of Cincinnati 1980 — 1985
BBA, Finance
Sigma Chi
Sigma Chi
James Molinari James Molinari's Wells Fargo Advisors, LLC Experience January 2011 - September 2011
Job VP of Sales, Northern New England at First Trust Portfolios
Industry Financial Services
Experience
First Trust September 2014 - Present
First Trust September 2013 - September 2014
Invesco Ltd. January 2012 - September 2013
Wells Fargo Advisors, LLC January 2011 - September 2011
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Investment Advisory
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of the Arts, Spanish, Economics
St. Johns Northwestern Military Academy 2004 — 2006
High School Diploma
First Trust September 2014 - Present
First Trust September 2013 - September 2014
Invesco Ltd. January 2012 - September 2013
Wells Fargo Advisors, LLC January 2011 - September 2011
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Investment Advisory
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of the Arts, Spanish, Economics
St. Johns Northwestern Military Academy 2004 — 2006
High School Diploma
Christopher Lawrence Arne Christopher Lawrence Arne's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Senior Registered Client Associate, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
Wells Fargo Advisors, LLC February 2012 - April 2013
Winter Park Resort November 2011 - February 2012
Sports Authority August 2011 - November 2011
Woodstock Financial Group, Inc. May 2011 - August 2011
Intrawest -- Winter Park Resort March 2011 - May 2011
TIAA-CREF January 2007 - November 2010
CHARLES SCHWAB & COMPANY September 1997 - December 2006
E*Trade Securities April 1996 - September 1997
Skills
Fixed Income, Trading, Investments, Equities, Bonds, Financial Services, Options, Bloomberg Terminal, Securities, Financial Advisory, Bloomberg, Financial Markets, Investment Strategies, Retirement, Mutual Funds, Trading Systems, Capital Markets, Structured Products, Asset Allocation, ETFs, Alternative Investments, Risk Management, Hedge Funds, Valuation, Retirement Planning, Structured Finance, MBS, Commodity, Investment Banking, Electronic Trading, Equity Trading, Credit Derivatives, Hedging, Emerging Markets
Education
University of Colorado Boulder 1993 — 1995
M.A, Economic History
University of Colorado at Boulder 1988 — 1992
B.A., History
Wells Fargo Advisors, LLC July 2013 - Present
Wells Fargo Advisors, LLC February 2012 - April 2013
Winter Park Resort November 2011 - February 2012
Sports Authority August 2011 - November 2011
Woodstock Financial Group, Inc. May 2011 - August 2011
Intrawest -- Winter Park Resort March 2011 - May 2011
TIAA-CREF January 2007 - November 2010
CHARLES SCHWAB & COMPANY September 1997 - December 2006
E*Trade Securities April 1996 - September 1997
Skills
Fixed Income, Trading, Investments, Equities, Bonds, Financial Services, Options, Bloomberg Terminal, Securities, Financial Advisory, Bloomberg, Financial Markets, Investment Strategies, Retirement, Mutual Funds, Trading Systems, Capital Markets, Structured Products, Asset Allocation, ETFs, Alternative Investments, Risk Management, Hedge Funds, Valuation, Retirement Planning, Structured Finance, MBS, Commodity, Investment Banking, Electronic Trading, Equity Trading, Credit Derivatives, Hedging, Emerging Markets
Education
University of Colorado Boulder 1993 — 1995
M.A, Economic History
University of Colorado at Boulder 1988 — 1992
B.A., History
Lauren Haddad Lauren Haddad's Wells Fargo Advisors, LLC Experience October 2008 - July 2015
Job Land Technician
Industry Financial Services
Experience
Cinco Energy Land Services July 2015 - Present
Wells Fargo Advisors, LLC October 2008 - July 2015
Rogers Benefit Group August 2006 - October 2008
Skills
Microsoft Office, Clerical Skills, Database Administration, Arts, Visual Merchandising, Marketing, Sales
Education
University of Central Oklahoma 2003 — 2008
Bachelor of Science (BS), General Studies
Putnam City North High School 1999 — 2003
Cinco Energy Land Services July 2015 - Present
Wells Fargo Advisors, LLC October 2008 - July 2015
Rogers Benefit Group August 2006 - October 2008
Skills
Microsoft Office, Clerical Skills, Database Administration, Arts, Visual Merchandising, Marketing, Sales
Education
University of Central Oklahoma 2003 — 2008
Bachelor of Science (BS), General Studies
Putnam City North High School 1999 — 2003
Peter Goodridge Peter Goodridge's Wells Fargo Advisors, LLC Experience 2013 - Present
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors ,LLC 2013 - Present
Wells Fargo Advisors, LLC January 2008 - January 2013
Wachovia Securities January 2003 - January 2008
Prudential Securities January 1992 - January 2002
Prudential Bache January 1989 - January 1991
Prudential Bache January 1985 - January 1988
Travelers Insurance January 1982 - January 1984
Skills
Investments, Finance, Insurance, Investment Strategies, Financial Advisory, Securities, Financial Services, Bonds, Relationship Management, Financial Risk, Disposition, Asset Allocation, Credit, Sales Management, Wealth Management..., Fixed Annuities, Retirement Planning, Credit Analysis, Portfolio Management, Asset Management
Education
University of Florida 1978 — 1982
Bachelor of Science, Business Administration
Wells Fargo Advisors ,LLC 2013 - Present
Wells Fargo Advisors, LLC January 2008 - January 2013
Wachovia Securities January 2003 - January 2008
Prudential Securities January 1992 - January 2002
Prudential Bache January 1989 - January 1991
Prudential Bache January 1985 - January 1988
Travelers Insurance January 1982 - January 1984
Skills
Investments, Finance, Insurance, Investment Strategies, Financial Advisory, Securities, Financial Services, Bonds, Relationship Management, Financial Risk, Disposition, Asset Allocation, Credit, Sales Management, Wealth Management..., Fixed Annuities, Retirement Planning, Credit Analysis, Portfolio Management, Asset Management
Education
University of Florida 1978 — 1982
Bachelor of Science, Business Administration
Charles Hallam Charles Hallam's Wells Fargo Advisors, LLC Experience February 2006 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2006 - Present
Morgan Stanley December 1993 - February 2006
Credit Management, Inc. September 1992 - November 1993
Thomas Group Holding Company June 1988 - August 1992
Litex Industries December 1987 - June 1988
Fredonia Homes, Inc. September 1981 - November 1987
Axley & Rode, CPAs October 1980 - September 1981
Main Hurdman/KMG, CPAs August 1979 - October 1980
Smith Industries, Inc., Oxirane Chemical, and ARA Services December 1974 - August 1979
Skills
Investments, Financial Analysis, High Net Worth..., Due Diligence, Mergers & Acquisitions, Succession Planning, Securities, Insurance, Asset Allocation, Retirement Planning, Trusts, Alternative Investments, Equities, Mutual Funds, 401k Rollovers, IRAs, Investment Strategies, Risk Management, FINRA, Retirement, ETFs, 401k, Financial Advisory, Wealth, CPA
Education
University of Houston 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Advisors, LLC February 2006 - Present
Morgan Stanley December 1993 - February 2006
Credit Management, Inc. September 1992 - November 1993
Thomas Group Holding Company June 1988 - August 1992
Litex Industries December 1987 - June 1988
Fredonia Homes, Inc. September 1981 - November 1987
Axley & Rode, CPAs October 1980 - September 1981
Main Hurdman/KMG, CPAs August 1979 - October 1980
Smith Industries, Inc., Oxirane Chemical, and ARA Services December 1974 - August 1979
Skills
Investments, Financial Analysis, High Net Worth..., Due Diligence, Mergers & Acquisitions, Succession Planning, Securities, Insurance, Asset Allocation, Retirement Planning, Trusts, Alternative Investments, Equities, Mutual Funds, 401k Rollovers, IRAs, Investment Strategies, Risk Management, FINRA, Retirement, ETFs, 401k, Financial Advisory, Wealth, CPA
Education
University of Houston 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Anna Oldani's Wells Fargo Advisors, LLC Experience June 2008 - August 2009
Job Predoctoral Fellow
Industry Mechanical or Industrial Engineering
Experience
Caterpillar Inc. August 2010 - May 2014
Wells Fargo Advisors LLC June 2008 - August 2009
Skills
CAD, Pro Engineer, Microsoft Excel, Microsoft Word, PowerPoint, EES, Solidworks, Analysis, Matlab
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), Agricultural Engineering, Hoeft Technology & Management Minor
Caterpillar Inc. August 2010 - May 2014
Wells Fargo Advisors LLC June 2008 - August 2009
Skills
CAD, Pro Engineer, Microsoft Excel, Microsoft Word, PowerPoint, EES, Solidworks, Analysis, Matlab
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), Agricultural Engineering, Hoeft Technology & Management Minor
Barbara Johnson Barbara Johnson's Wells Fargo Advisors, LLC Experience 1996 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1996 - Present
A.G. Edwards October 1995 - January 2007
Skills
Investments, Mutual Funds, Asset Allocation, Public Speaking, Retirement, Finance, Customer Service, Team Building, Fixed Annuities, Marketing
Education
University of Cincinnati College of Business 1988 — 1993
Bachelors Business Administration, Finance/Accounting
Wells Fargo Advisors, LLC 1996 - Present
A.G. Edwards October 1995 - January 2007
Skills
Investments, Mutual Funds, Asset Allocation, Public Speaking, Retirement, Finance, Customer Service, Team Building, Fixed Annuities, Marketing
Education
University of Cincinnati College of Business 1988 — 1993
Bachelors Business Administration, Finance/Accounting
James Gregg James Gregg's Wells Fargo Advisors, LLC Experience 1998 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1998 - Present
Skills
Retirement, Retirement Planning, Investments, Financial Services, Wealth Management, Financial Modeling, Equities, Mutual Funds, Fixed Income, Bonds, ETFs, IRAs, High Net Worth..., Equity Trading, 401k Rollovers
Education
University of Denver
Bachelor of Science (BS), Business Administration and Management, General
Skaneateles Central School
Wells Fargo Advisors, LLC 1998 - Present
Skills
Retirement, Retirement Planning, Investments, Financial Services, Wealth Management, Financial Modeling, Equities, Mutual Funds, Fixed Income, Bonds, ETFs, IRAs, High Net Worth..., Equity Trading, 401k Rollovers
Education
University of Denver
Bachelor of Science (BS), Business Administration and Management, General
Skaneateles Central School
Peter Smegielski Peter Smegielski's Wells Fargo Advisors, LLC Experience September 2013 - October 2014
Job Vice President | Financial Advisor at BBVA Compass
Industry Financial Services
Experience
BBVA Compass December 2014 - Present
Wells Fargo Advisors, LLC September 2013 - October 2014
Wells Fargo Advisors, LLC October 2011 - August 2013
Wells Fargo June 2009 - October 2011
Wells Fargo December 2006 - June 2009
Education
The University of Connecticut 1997 — 2001
Bachelor of Arts (B.A.)
BBVA Compass December 2014 - Present
Wells Fargo Advisors, LLC September 2013 - October 2014
Wells Fargo Advisors, LLC October 2011 - August 2013
Wells Fargo June 2009 - October 2011
Wells Fargo December 2006 - June 2009
Education
The University of Connecticut 1997 — 2001
Bachelor of Arts (B.A.)
Jerry Sackberger, CLU®,CFP® Jerry Sackberger, CLU®,CFP®'s Wells Fargo Advisors, LLC Experience 1984 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1984 - Present
Skills
401k Rollovers, Retirement Plan..., IRAs, Small Business, Finance, Asset Allocation, Mutual Funds, Life Insurance, Charitable Gift Planning, Employee Benefits, Qualified Retirement..., Long Term Care Insurance, Retirement, Retirement Planning, 401k
Education
University of Missouri-Columbia 1960 — 1965
Business, Accounting, Business
University of Cincinnati 1959 — 1960
Electrical and Electronics Engineering
Wells Fargo Advisors, LLC 1984 - Present
Skills
401k Rollovers, Retirement Plan..., IRAs, Small Business, Finance, Asset Allocation, Mutual Funds, Life Insurance, Charitable Gift Planning, Employee Benefits, Qualified Retirement..., Long Term Care Insurance, Retirement, Retirement Planning, 401k
Education
University of Missouri-Columbia 1960 — 1965
Business, Accounting, Business
University of Cincinnati 1959 — 1960
Electrical and Electronics Engineering
Paul Reider CFP® Paul Reider CFP®'s Wells Fargo Advisors, LLC Experience November 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2002 - Present
Contract Maintenance and Fabrication June 1997 - October 2002
Skills
Investments, Financial Planning, Estate Planning, Insurance Planning
Education
University of Illinois at Urbana-Champaign 1995 — 1997
BA, Economics
Wells Fargo Advisors, LLC November 2002 - Present
Contract Maintenance and Fabrication June 1997 - October 2002
Skills
Investments, Financial Planning, Estate Planning, Insurance Planning
Education
University of Illinois at Urbana-Champaign 1995 — 1997
BA, Economics
Craig Blum CFP® Craig Blum CFP®'s Wells Fargo Advisors, LLC Experience January 1999 - August 2014
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2014 - Present
Wells Fargo Advisors, LLC January 1999 - August 2014
Skills
Investments, Retirement, Wealth Management, Life Insurance, Retirement Planning, Financial Advisory, Securities, Estate Planning, Long Term Care Insurance, Mutual Funds, Asset Allocation, IRAs, Investment Advisory, Fixed Annuities
Education
University of Delaware 1993 — 1995
Bachelor of Science (BS), Small Business Administration/Management
Towson State University 1991 — 1993
Communications
UBS Financial Services August 2014 - Present
Wells Fargo Advisors, LLC January 1999 - August 2014
Skills
Investments, Retirement, Wealth Management, Life Insurance, Retirement Planning, Financial Advisory, Securities, Estate Planning, Long Term Care Insurance, Mutual Funds, Asset Allocation, IRAs, Investment Advisory, Fixed Annuities
Education
University of Delaware 1993 — 1995
Bachelor of Science (BS), Small Business Administration/Management
Towson State University 1991 — 1993
Communications
Karen D. Higgins Karen D. Higgins's Wells Fargo Advisors, LLC Experience March 2006 - April 2015
Job Financial Advisor | Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Wells Fargo Advisors, LLC March 2006 - April 2015
Education
University of Florida 1980 — 1982
Associate’s Degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. April 2015 - Present
Wells Fargo Advisors, LLC March 2006 - April 2015
Education
University of Florida 1980 — 1982
Associate’s Degree, Business Administration and Management, General
LaRae Dixon LaRae Dixon's Wells Fargo Advisors, LLC Experience June 2009 - January 2011
Job Officer/Third Party Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Wells Fargo Advisors, LLC June 2009 - January 2011
Wachovia Securities (Formerly A. G. Edwards & Sons) 2008 - March 2009
AG Edwards / Wachovia 2007 - 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Deutsche Bank Securities 1991 - 1998
Education
Central Missouri State University
Normandy High School
Wells Fargo Advisors January 2011 - Present
Wells Fargo Advisors, LLC June 2009 - January 2011
Wachovia Securities (Formerly A. G. Edwards & Sons) 2008 - March 2009
AG Edwards / Wachovia 2007 - 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Deutsche Bank Securities 1991 - 1998
Education
Central Missouri State University
Normandy High School
Thomas E. Phelan's Wells Fargo Advisors, LLC Experience 2001 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2001 - Present
Village of Oak Lawn 2005 - 2013
Merrill Lynch 1997 - 2001
Central Drum Company 1995 - 1997
Castle Painters, Inc 1992 - 1995
University of Illinois at Urbana-Champaign 1991 - 1992
American National Bank & Trust 1988 - 1990
Skills
Investments, Retirement Planning, Financial Advisory, Financial Services, Mergers & Acquisitions, Risk Management, Valuation, Trading, Hedging, Equities, Fixed Income, Options, Hedge Funds, Derivatives
Education
Univ of IL MBA 1990 — 1992
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance
Brother Rice HS
Wells Fargo Advisors, LLC 2001 - Present
Village of Oak Lawn 2005 - 2013
Merrill Lynch 1997 - 2001
Central Drum Company 1995 - 1997
Castle Painters, Inc 1992 - 1995
University of Illinois at Urbana-Champaign 1991 - 1992
American National Bank & Trust 1988 - 1990
Skills
Investments, Retirement Planning, Financial Advisory, Financial Services, Mergers & Acquisitions, Risk Management, Valuation, Trading, Hedging, Equities, Fixed Income, Options, Hedge Funds, Derivatives
Education
Univ of IL MBA 1990 — 1992
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance
Brother Rice HS
Peter Baird Peter Baird's Wells Fargo Advisors, LLC Experience January 2012 - July 2013
Job Experienced financial software executive and Financial Advisor
Industry Computer Software
Experience
Fidelity Investments October 2013 - July 2014
Wells Fargo Advisors, LLC January 2012 - July 2013
WealthBook May 2009 - February 2011
GreenCoat, LLC December 2007 - May 2009
Fetter Logic, Inc. January 2007 - July 2007
UBS, Merrill Lynch and JPMorgan/Chase December 2002 - January 2007
Corillian 2000 - 2002
Winter Capital International 1998 - 2001
Accelr8 Technologies, Inc September 1996 - November 1997
Formation Technologies 1984 - 1995
Skills
Sales Management, Multicultural, Compensation Plan..., Series 7, Series 66, Securities, New Business Development, Direct Sales, Sales Process, Sales, Finance, Retirement Planning, Investments
Education
FINRA Series 7, 66 registrations 2002 — 2003
FINRA Series 7 and 66
University of Colorado Boulder 1978 — 1982
American School Foundation, Mexico 1965 — 1978
High School, K - 12
Fidelity Investments October 2013 - July 2014
Wells Fargo Advisors, LLC January 2012 - July 2013
WealthBook May 2009 - February 2011
GreenCoat, LLC December 2007 - May 2009
Fetter Logic, Inc. January 2007 - July 2007
UBS, Merrill Lynch and JPMorgan/Chase December 2002 - January 2007
Corillian 2000 - 2002
Winter Capital International 1998 - 2001
Accelr8 Technologies, Inc September 1996 - November 1997
Formation Technologies 1984 - 1995
Skills
Sales Management, Multicultural, Compensation Plan..., Series 7, Series 66, Securities, New Business Development, Direct Sales, Sales Process, Sales, Finance, Retirement Planning, Investments
Education
FINRA Series 7, 66 registrations 2002 — 2003
FINRA Series 7 and 66
University of Colorado Boulder 1978 — 1982
American School Foundation, Mexico 1965 — 1978
High School, K - 12
Kery Hutner, CFP® Kery Hutner, CFP®'s Wells Fargo Advisors, LLC Experience July 1999 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 1999 - Present
Morgan Stanley Dean Witter May 1997 - July 1999
National City Bank June 1996 - January 1997
Education
University of Florida 1991 — 1995
BSBA, Finance
Wells Fargo Advisors, LLC July 1999 - Present
Morgan Stanley Dean Witter May 1997 - July 1999
National City Bank June 1996 - January 1997
Education
University of Florida 1991 — 1995
BSBA, Finance
Emil Mokhtarian Emil Mokhtarian's Wells Fargo Advisors, LLC Experience March 2013 - Present
Job Financial Advisor, Vice President Investments, at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC March 2013 - Present
Merrill Lynch January 2009 - March 2013
LaSalle Bank August 2001 - January 2009
Edward Jones July 1998 - August 2001
Skills
Financial Advisory, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Finance, Retirement, Equities, Fixed Income, 401(k) Rollovers, Wealth Strategies, Strategic Planning, Portfolio Analysis, Portfolio Management, Insurance
Education
University of Illinois at Urbana-Champaign 1993 — 1998
Wells Fargo Advisors LLC March 2013 - Present
Merrill Lynch January 2009 - March 2013
LaSalle Bank August 2001 - January 2009
Edward Jones July 1998 - August 2001
Skills
Financial Advisory, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Finance, Retirement, Equities, Fixed Income, 401(k) Rollovers, Wealth Strategies, Strategic Planning, Portfolio Analysis, Portfolio Management, Insurance
Education
University of Illinois at Urbana-Champaign 1993 — 1998
RENEE ARKO RENEE ARKO's Wells Fargo Advisors, LLC Experience First Vice President - Investment AdvisorUBSMay 1990 - December 2008
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC First Vice President - Investment AdvisorUBSMay 1990 - December 2008
Boettcher and Company September 1985 - May 1990
Skills
Investment Strategies, Financial Advisory, 401k, Separately Managed..., IRAs, ETFs, Mutual Funds, Asset Allocation, Fixed Annuities
Education
University of Denver 1981 — 1983
BA, Mass comm
Western State College 1979 — 1981
Wells Fargo Advisors, LLC First Vice President - Investment AdvisorUBSMay 1990 - December 2008
Boettcher and Company September 1985 - May 1990
Skills
Investment Strategies, Financial Advisory, 401k, Separately Managed..., IRAs, ETFs, Mutual Funds, Asset Allocation, Fixed Annuities
Education
University of Denver 1981 — 1983
BA, Mass comm
Western State College 1979 — 1981
Brian D'Amico Brian D'Amico's Wells Fargo Advisors, LLC Experience February 1997 - Present
Job Senior Financial Advisor Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 1997 - Present
American Express June 1995 - February 1997
Skills
Retirement Planning, IRAs, Asset Allocation, 401k Rollovers, Income Distribution..., Retirement, Financial Advisory, Bonds, Wealth, Mutual Funds
Education
University of Delaware 1990 — 1995
Bachelor of Science, Finance and Marketing
Wells Fargo Advisors, LLC February 1997 - Present
American Express June 1995 - February 1997
Skills
Retirement Planning, IRAs, Asset Allocation, 401k Rollovers, Income Distribution..., Retirement, Financial Advisory, Bonds, Wealth, Mutual Funds
Education
University of Delaware 1990 — 1995
Bachelor of Science, Finance and Marketing
Robert Iorii, Jr.'s Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Managing Director Investments, The Robert Charles Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
UBS Wealth Management November 2004 - October 2011
UBS Wealth Management November 2004 - October 2011
Morgan Stanley Smith Barney December 1994 - November 2004
Education
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Finance
Fenwick High School 1983 — 1987
Wells Fargo Advisors, LLC October 2011 - Present
UBS Wealth Management November 2004 - October 2011
UBS Wealth Management November 2004 - October 2011
Morgan Stanley Smith Barney December 1994 - November 2004
Education
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Finance
Fenwick High School 1983 — 1987
Jerry Gawel's Wells Fargo Advisors, LLC Experience January 1990 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 1990 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Series 7, Wealth Management, Portfolio Management, Investment Strategies, Securities, Equities, Hedge Funds, Credit, Estate Planning, Loans, Banking, Retirement, Mortgage Lending, Risk Management, Investment Advisory, Trading, Mutual Funds, Credit Analysis, Uniform Combined State..., Relationship Management, Financial Advisory, Financial Analysis, Bonds, Series 63, Wealth, Wealth Management..., Series 65, Residential Mortgages, ETFs, Insurance, 401k Rollovers, 401k, Fixed Annuities
Education
University of Delaware
St Mark's High School
Wells Fargo Advisors, LLC January 1990 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Series 7, Wealth Management, Portfolio Management, Investment Strategies, Securities, Equities, Hedge Funds, Credit, Estate Planning, Loans, Banking, Retirement, Mortgage Lending, Risk Management, Investment Advisory, Trading, Mutual Funds, Credit Analysis, Uniform Combined State..., Relationship Management, Financial Advisory, Financial Analysis, Bonds, Series 63, Wealth, Wealth Management..., Series 65, Residential Mortgages, ETFs, Insurance, 401k Rollovers, 401k, Fixed Annuities
Education
University of Delaware
St Mark's High School
Ron Chabot Ron Chabot's Wells Fargo Advisors, LLC Experience September 1990 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1990 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Finance, Series 7, Wealth Management, Retirement, Series 63, Investment Advisory, Asset Allocation, Strategic Financial..., Portfolio Management, Financial Advisory, Securities, Investment Strategies, Fixed Annuities, 401k Rollovers, IRAs
Education
University of Illinois at Urbana-Champaign 1967 — 1971
Aviation, Education
Wells Fargo Advisors, LLC September 1990 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Finance, Series 7, Wealth Management, Retirement, Series 63, Investment Advisory, Asset Allocation, Strategic Financial..., Portfolio Management, Financial Advisory, Securities, Investment Strategies, Fixed Annuities, 401k Rollovers, IRAs
Education
University of Illinois at Urbana-Champaign 1967 — 1971
Aviation, Education
Adam Kirby, CFP®'s Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
Morgan Keegan & Co. February 2005 - October 2011
Prudential Financial August 2000 - January 2005
Skills
401k Rollovers, Investments, Financial Services, Retirement Planning, Asset Allocation, Business Owner Planning, Business Succession..., Estate Investment..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Planning, Multi-generational..., Retirement Plan..., Stock Analysis, Tax-Efficient Strategies, Wealth Preservation..., Finance, Mutual Funds
Education
University of Central Florida 1995 — 1999
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors, LLC October 2011 - Present
Morgan Keegan & Co. February 2005 - October 2011
Prudential Financial August 2000 - January 2005
Skills
401k Rollovers, Investments, Financial Services, Retirement Planning, Asset Allocation, Business Owner Planning, Business Succession..., Estate Investment..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Planning, Multi-generational..., Retirement Plan..., Stock Analysis, Tax-Efficient Strategies, Wealth Preservation..., Finance, Mutual Funds
Education
University of Central Florida 1995 — 1999
Bachelor of Science (B.S.), Finance
Shannon Reaume Shannon Reaume's Wells Fargo Advisors, LLC Experience September 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2015 - Present
JPMorgan Chase & Co. October 2014 - September 2015
JPMorgan Chase September 2013 - October 2014
Skills
Microsoft Excel, Microsoft Word, French, Communication Skills, Access, PowerPoint, Economics, Data Analysis, Financial Analysis, Management, Time Management
Education
University of Delaware 2009 — 2013
Bachelor's degree, Finance
Wells Fargo Advisors, LLC September 2015 - Present
JPMorgan Chase & Co. October 2014 - September 2015
JPMorgan Chase September 2013 - October 2014
Skills
Microsoft Excel, Microsoft Word, French, Communication Skills, Access, PowerPoint, Economics, Data Analysis, Financial Analysis, Management, Time Management
Education
University of Delaware 2009 — 2013
Bachelor's degree, Finance
Derek G. Frosh, CFP®, CIMA®'s Wells Fargo Advisors, LLC Experience January 2001 - January 2013
Job Senior Vice President Wealth Management, Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2013 - Present
Wells Fargo Advisors, LLC January 2001 - January 2013
AmSouth Investment Services 1997 - 2000
Olde Discount 1995 - 1997
United States Marine Corps 1987 - 1995
Skills
Series 7, Investments, Wealth Management, Finance, Portfolio Management, Management, Retirement Planning, Financial Planning, Mutual Funds, Asset Allocation, Strategic Planning, Asset Management
Education
University of Florida - Warrington College Of Business 1993 — 1995
B.S.B.A, Finance
CFA Institute 2012 — 2014
Level II CFA Candidate
Certified Financial Planning Board of Standards, Inc. 2008 — 2008
CFP®, Certified Financial Planner®
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA®, IMCA - Certified Investment Management Analyst® Program
Defense Language Institute, Monterey, CA 1988 — 1989
Certificate in Russian
UBS Financial Services, Inc. January 2013 - Present
Wells Fargo Advisors, LLC January 2001 - January 2013
AmSouth Investment Services 1997 - 2000
Olde Discount 1995 - 1997
United States Marine Corps 1987 - 1995
Skills
Series 7, Investments, Wealth Management, Finance, Portfolio Management, Management, Retirement Planning, Financial Planning, Mutual Funds, Asset Allocation, Strategic Planning, Asset Management
Education
University of Florida - Warrington College Of Business 1993 — 1995
B.S.B.A, Finance
CFA Institute 2012 — 2014
Level II CFA Candidate
Certified Financial Planning Board of Standards, Inc. 2008 — 2008
CFP®, Certified Financial Planner®
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA®, IMCA - Certified Investment Management Analyst® Program
Defense Language Institute, Monterey, CA 1988 — 1989
Certificate in Russian
Sandy Buren Sandy Buren's Wells Fargo Advisors, LLC Experience SYSTEMS SUPPORT ANALYSTWells Fargo Advisors, formerly Wachovia Securities, LLC2009 - Present
Job Messaging Support Engineer at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC SYSTEMS SUPPORT ANALYSTWells Fargo Advisors, formerly Wachovia Securities, LLC2009 - Present
a. G. Edwards 2006 - 2009
Metro 2004 - 2006
Sisters of Mercy 1999 - 2004
Education
University of Denver - Daniels College of Business 1982 — 1986
BSBA, Business, Hotel/Restaurant Mgmt
Wells Fargo Advisors, LLC SYSTEMS SUPPORT ANALYSTWells Fargo Advisors, formerly Wachovia Securities, LLC2009 - Present
a. G. Edwards 2006 - 2009
Metro 2004 - 2006
Sisters of Mercy 1999 - 2004
Education
University of Denver - Daniels College of Business 1982 — 1986
BSBA, Business, Hotel/Restaurant Mgmt
Jacob Heuett Jacob Heuett's Wells Fargo Advisors, LLC Experience August 1994 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 1994 - Present
Skills
401k, Investments, Asset Allocation, Insurance, Retirement Planning, Finance, Mutual Funds
Education
University of Idaho
BS, Agriculture
Wells Fargo Advisors, LLC August 1994 - Present
Skills
401k, Investments, Asset Allocation, Insurance, Retirement Planning, Finance, Mutual Funds
Education
University of Idaho
BS, Agriculture
Steven Fleisher Steven Fleisher's Wells Fargo Advisors, LLC Experience Executive Vice PresidentAluminum Shapes LLCOctober 1986 - October 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC Executive Vice PresidentAluminum Shapes LLCOctober 1986 - October 2008
Education
University of Hartford 1980 — 1984
BS, Economics/Finance, Management
Wells Fargo Advisors, LLC Executive Vice PresidentAluminum Shapes LLCOctober 1986 - October 2008
Education
University of Hartford 1980 — 1984
BS, Economics/Finance, Management
Kurt Maurillo, CFP® Kurt Maurillo, CFP®'s Wells Fargo Advisors, LLC Experience September 2005 - Present
Job Vice PresidentInvestment Officer, Fundamental Choice Portfolio Manager
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2005 - Present
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Customer Service, Marketing, Insurance, Financial Analysis, Fixed Annuities, Marketing Strategy, Sales, Credit, Microsoft Office, Securities, New Business Development, Budgets, Equities, Team Building, Public Speaking, Leadership, Event Planning, Asset Allocation
Education
University of Florida 1997 — 2002
BS, Sports Management
Cape High School
Wells Fargo Advisors, LLC September 2005 - Present
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Customer Service, Marketing, Insurance, Financial Analysis, Fixed Annuities, Marketing Strategy, Sales, Credit, Microsoft Office, Securities, New Business Development, Budgets, Equities, Team Building, Public Speaking, Leadership, Event Planning, Asset Allocation
Education
University of Florida 1997 — 2002
BS, Sports Management
Cape High School
Michael Vega Michael Vega's Wells Fargo Advisors, LLC Experience March 2008 - Present
Job First Vice President, Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2008 - Present
Wells Fargo Advisors October 2006 - March 2008
ProEquities October 2003 - October 2006
Protective Life October 2001 - October 2003
American Express Financial Advisors September 1999 - October 2001
Skills
Series 7, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Series 63, Retirement, Asset Allocation, Financial Advisory, Series 65, Securities
Education
University of Florida 1994 — 1997
University of Central Florida 1992 — 1993
Wells Fargo Advisors, LLC March 2008 - Present
Wells Fargo Advisors October 2006 - March 2008
ProEquities October 2003 - October 2006
Protective Life October 2001 - October 2003
American Express Financial Advisors September 1999 - October 2001
Skills
Series 7, Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Series 63, Retirement, Asset Allocation, Financial Advisory, Series 65, Securities
Education
University of Florida 1994 — 1997
University of Central Florida 1992 — 1993
Joshua Shulman, MBA, CFP®, ADPA®'s Wells Fargo Advisors, LLC Experience June 2005 - Present
Job Vice President Investments, Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2005 - Present
Banc of America Investments Services July 2000 - June 2005
Raymond James & Associates, Inc August 1998 - March 2000
Skills
Leadership, Investments, Management, Finance, Project Planning, Retirement Planning, Wealth Management, Strategic Planning, Public Speaking, Strategic Financial..., Portfolio Management, Estate Planning, Loans, Program Management, Mortgage Lending, Financial Analysis, Retirement, Investment Management, Banking, Due Diligence, Insurance, Small Business Lending, 401k, Analysis, Domestic Partner..., Retirement Planning for..., Investment Planning for..., Wealth Transfer..., Estate & Investment..., Alternative Planning...
Education
University of Florida - Warrington College of Business Administration 2004 — 2006
MBA, Business
University of Pittsburgh 1994 — 1998
BA, International Business and Political Science
Wells Fargo Advisors, LLC June 2005 - Present
Banc of America Investments Services July 2000 - June 2005
Raymond James & Associates, Inc August 1998 - March 2000
Skills
Leadership, Investments, Management, Finance, Project Planning, Retirement Planning, Wealth Management, Strategic Planning, Public Speaking, Strategic Financial..., Portfolio Management, Estate Planning, Loans, Program Management, Mortgage Lending, Financial Analysis, Retirement, Investment Management, Banking, Due Diligence, Insurance, Small Business Lending, 401k, Analysis, Domestic Partner..., Retirement Planning for..., Investment Planning for..., Wealth Transfer..., Estate & Investment..., Alternative Planning...
Education
University of Florida - Warrington College of Business Administration 2004 — 2006
MBA, Business
University of Pittsburgh 1994 — 1998
BA, International Business and Political Science
Dan Weinberger's Wells Fargo Advisors, LLC Experience October 2007 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2007 - Present
Jackson National Life February 2003 - August 2004
Skills
Investment Planning, Financial Advice
Education
University of Colorado Boulder 2005 — 2007
MBA, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business 1997 — 2002
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors, LLC October 2007 - Present
Jackson National Life February 2003 - August 2004
Skills
Investment Planning, Financial Advice
Education
University of Colorado Boulder 2005 — 2007
MBA, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business 1997 — 2002
Bachelor of Science (B.S.), Finance
Carolyn Porter, CPWA® Carolyn Porter, CPWA®'s Wells Fargo Advisors, LLC Experience August 2005 - Present
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2005 - Present
Merrill Lynch May 2001 - August 2005
Skills
Investments, Insurance, Retirement Planning
Education
University of Delaware 1985 — 1989
Bachelors, Finance
Wells Fargo Advisors, LLC August 2005 - Present
Merrill Lynch May 2001 - August 2005
Skills
Investments, Insurance, Retirement Planning
Education
University of Delaware 1985 — 1989
Bachelors, Finance
Joshua Bousfield's Wells Fargo Advisors, LLC Experience April 2009 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2009 - Present
Skills
Retirement Planning, IRAs, Business Owner..., Investment Planning, College Education..., 401k Rollovers, Life Transitions, Lending, Banking, Investments, Loans
Education
University of Central Florida
Wells Fargo Advisors, LLC April 2009 - Present
Skills
Retirement Planning, IRAs, Business Owner..., Investment Planning, College Education..., 401k Rollovers, Life Transitions, Lending, Banking, Investments, Loans
Education
University of Central Florida
David P Halsch David P Halsch's Wells Fargo Advisors, LLC Experience April 2012 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2012 - Present
UBS July 2002 - April 2012
Merrill Lynch October 1983 - July 2002
Skills
Insurance, Retirement Planning, Risk Management, Fixed Income Strategies, Estate Strategies, 401(k) Rollovers, Closed End Funds, Bonds, ETFs, Stocks, Annuities
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration (BBA), Major in Finance and Marketing
Regina High School, Iowa City, IA 1972 — 1976
Wells Fargo Advisors, LLC April 2012 - Present
UBS July 2002 - April 2012
Merrill Lynch October 1983 - July 2002
Skills
Insurance, Retirement Planning, Risk Management, Fixed Income Strategies, Estate Strategies, 401(k) Rollovers, Closed End Funds, Bonds, ETFs, Stocks, Annuities
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration (BBA), Major in Finance and Marketing
Regina High School, Iowa City, IA 1972 — 1976
Neilson Gamble Neilson Gamble's Wells Fargo Advisors, LLC Experience July 2012 - January 2015
Job Senior Credit Analyst at Rocky Mountain Bank
Industry Financial Services
Experience
Rocky Mountain Bank January 2015 - Present
Wells Fargo Advisors, LLC July 2012 - January 2015
SunTrust Robinson Humphrey July 2010 - July 2012
The LS Group May 2009 - August 2009
Advanced Equities June 2008 - August 2008
Skills
Financial Modeling, Analysis, Research, Capital Markets, Corporate Finance, Excel, Financial Analysis, Investments
Education
University of Georgia - Terry College of Business 2006 — 2010
BBA, Finance
Rocky Mountain Bank January 2015 - Present
Wells Fargo Advisors, LLC July 2012 - January 2015
SunTrust Robinson Humphrey July 2010 - July 2012
The LS Group May 2009 - August 2009
Advanced Equities June 2008 - August 2008
Skills
Financial Modeling, Analysis, Research, Capital Markets, Corporate Finance, Excel, Financial Analysis, Investments
Education
University of Georgia - Terry College of Business 2006 — 2010
BBA, Finance
Dan Salls's Wells Fargo Advisors, LLC Experience June 2010 - July 2012
Job Chef/Owner at The Salsa Truck & The Garage
Industry Restaurants
Experience
The Salsa Truck, LLC April 2012 - Present
Wells Fargo Advisors, LLC June 2010 - July 2012
KAM'S February 2007 - May 2010
NCA Financial Planners June 2009 - August 2009
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Securities, Mutual Funds, Financial Analysis, Portfolio Management, Financial Modeling, Loans, Asset Allocation, Equities, Options, Estate Planning, Risk Management, Alternative Investments
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BA
Glenbrook North High School 2002 — 2006
The Salsa Truck, LLC April 2012 - Present
Wells Fargo Advisors, LLC June 2010 - July 2012
KAM'S February 2007 - May 2010
NCA Financial Planners June 2009 - August 2009
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Securities, Mutual Funds, Financial Analysis, Portfolio Management, Financial Modeling, Loans, Asset Allocation, Equities, Options, Estate Planning, Risk Management, Alternative Investments
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BA
Glenbrook North High School 2002 — 2006
Cathryn Gekas Cathryn Gekas's Wells Fargo Advisors, LLC Experience September 1994 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1994 - Present
Skills
Investments, Mutual Funds, Retirement Planning, Thrift Savings Plan..., Government and Military..., Asset Allocation, Long Term Care Insurance, Tax Efficient Strategies, Investment..., Estate Planning, Qualifiedd Plan..., Individual Retirement..., Roth IRAs, Business Retirement..., Buy-Sell Agreements and..., Life Insurance, Pensions, High Net Worth, Disability Insurance, Annuties, Generational Wealth, Executive Benefits, Inheritances, Planned Giving, Company Stock Benefits, Charitable..., Financial Guidance and..., Sector Analysis, Business Succession and..., Inherited IRAs, Emergency Funds, Gifting Techniques, 529 College Savings..., Fixed Annuities
Education
University of Illinois
Bachelor of Science (B.S.) cum laude, Behavioral Science
College for Financial Planning
Accredited Asset Management Specialist
Wells Fargo Advisors, LLC September 1994 - Present
Skills
Investments, Mutual Funds, Retirement Planning, Thrift Savings Plan..., Government and Military..., Asset Allocation, Long Term Care Insurance, Tax Efficient Strategies, Investment..., Estate Planning, Qualifiedd Plan..., Individual Retirement..., Roth IRAs, Business Retirement..., Buy-Sell Agreements and..., Life Insurance, Pensions, High Net Worth, Disability Insurance, Annuties, Generational Wealth, Executive Benefits, Inheritances, Planned Giving, Company Stock Benefits, Charitable..., Financial Guidance and..., Sector Analysis, Business Succession and..., Inherited IRAs, Emergency Funds, Gifting Techniques, 529 College Savings..., Fixed Annuities
Education
University of Illinois
Bachelor of Science (B.S.) cum laude, Behavioral Science
College for Financial Planning
Accredited Asset Management Specialist
William Soltis William Soltis's Wells Fargo Advisors, LLC Experience May 1991 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 1991 - Present
Education
University of Illinois at Chicago
Bachelor's degree
Wells Fargo Advisors, LLC May 1991 - Present
Education
University of Illinois at Chicago
Bachelor's degree
Ed Higgins Ed Higgins's Wells Fargo Advisors, LLC Experience December 2012 - Present
Job First Vice PresidentInvestments, PIM Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2012 - Present
Morgan Stanley Smith Barney August 1999 - November 2012
Raymond James and Associates December 1986 - August 1999
Skills
401k Rollovers, Investment Planning, Retirement Planning, Investment Strategies, Asset Management, Roth IRA, Simple IRA, SEP IRA, Investments, Asset Allocation, Mortgage Lending, Risk Management, Licensed Life Insurance..., Index Options, Stock Option, Covered Calls, Exchange Traded..., Mutual Funds, Fixed Annuities, Variable Annuities, Fixed Income, Municipal Bonds, Convertible Bonds, High Yield Bonds, Traditional IRA
Education
University of Florida 1981 — 1983
Bachlors Degree, Business and Finance
Valencia Community College 1979 — 1981
Associate of Arts (AA)
Wells Fargo Advisors, LLC December 2012 - Present
Morgan Stanley Smith Barney August 1999 - November 2012
Raymond James and Associates December 1986 - August 1999
Skills
401k Rollovers, Investment Planning, Retirement Planning, Investment Strategies, Asset Management, Roth IRA, Simple IRA, SEP IRA, Investments, Asset Allocation, Mortgage Lending, Risk Management, Licensed Life Insurance..., Index Options, Stock Option, Covered Calls, Exchange Traded..., Mutual Funds, Fixed Annuities, Variable Annuities, Fixed Income, Municipal Bonds, Convertible Bonds, High Yield Bonds, Traditional IRA
Education
University of Florida 1981 — 1983
Bachlors Degree, Business and Finance
Valencia Community College 1979 — 1981
Associate of Arts (AA)
Craig Kararo Craig Kararo's Wells Fargo Advisors, LLC Experience August 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2010 - Present
State of Illinois 1979 - 2005
Education
University of Illinois Springfield 1977 — 1979
Bachelors, Economics
Wells Fargo Advisors, LLC August 2010 - Present
State of Illinois 1979 - 2005
Education
University of Illinois Springfield 1977 — 1979
Bachelors, Economics
Alec Ardito Alec Ardito's Wells Fargo Advisors, LLC Experience September 2009 - August 2014
Job Group Manager at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2015 - Present
SunTrust Bank August 2014 - Present
Wells Fargo Advisors, LLC September 2009 - August 2014
Bank of America 2007 - 2009
Merrill Lynch 2004 - 2007
Merrill Lynch 2001 - 2004
Merrill Lynch 1994 - 2001
Skills
Investments, Wealth Management, Series 7, Financial Planning, Risk Management, Financial Analysis, Fixed Income, Uniform Combined State..., Series 65, Strategic Planning, Wealth Management...
Education
University of Cincinnati College of Business 1988 — 1993
Bachelor's, Accounting
Burrell High 1985 — 1988
SunTrust Investment Services, Inc. July 2015 - Present
SunTrust Bank August 2014 - Present
Wells Fargo Advisors, LLC September 2009 - August 2014
Bank of America 2007 - 2009
Merrill Lynch 2004 - 2007
Merrill Lynch 2001 - 2004
Merrill Lynch 1994 - 2001
Skills
Investments, Wealth Management, Series 7, Financial Planning, Risk Management, Financial Analysis, Fixed Income, Uniform Combined State..., Series 65, Strategic Planning, Wealth Management...
Education
University of Cincinnati College of Business 1988 — 1993
Bachelor's, Accounting
Burrell High 1985 — 1988
Lyle Pettigrew Lyle Pettigrew's Wells Fargo Advisors, LLC Experience June 2008 - Present
Job Financial Advisor at Lyle E Pettigrew, AAMS, Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors LLC June 2008 - Present
A.G. Edwards & Sons, Inc. September 2002 - June 2008
Fifth Third Bank June 1999 - September 2002
Norwestern Mutual Life May 1995 - June 1999
Skills
Investments, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Securities, Estate Planning, Wealth, Mutual Funds, Retirement
Education
University of Guelph 1957 — 1961
BSA, Economics
Wells Fargo Advisors LLC June 2008 - Present
A.G. Edwards & Sons, Inc. September 2002 - June 2008
Fifth Third Bank June 1999 - September 2002
Norwestern Mutual Life May 1995 - June 1999
Skills
Investments, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Securities, Estate Planning, Wealth, Mutual Funds, Retirement
Education
University of Guelph 1957 — 1961
BSA, Economics
Russell McLean, CFP®, CIMA® Russell McLean, CFP®, CIMA®'s Wells Fargo Advisors, LLC Experience May 1996 - Present
Job Managing DirectorInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 1996 - Present
Skills
Investments, Investment Planning, Financial Services, Risk Management, Financial Advisory, Retirement Planning, Insurance, 401(k) Rollovers
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science, Finance
Wells Fargo Advisors, LLC May 1996 - Present
Skills
Investments, Investment Planning, Financial Services, Risk Management, Financial Advisory, Retirement Planning, Insurance, 401(k) Rollovers
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science, Finance
James N. Parker, CRPC®'s Wells Fargo Advisors, LLC Experience September 2008 - August 2015
Job Account Vice President / Portfolio Manager, UBS Financial Services, The Haertel Group in Greenwich
Industry Financial Services
Experience
UBS Financial Services September 2015 - Present
Wells Fargo Advisors, LLC September 2008 - August 2015
UBS Financial Services Inc. September 2004 - September 2008
The Bank of New York September 2003 - September 2004
Skills
Investments, Retirement Planning, Finance, Strategy, High Net Worth..., Fixed Income, Alternative Investments, Insurance, Asset Allocation, Investment Strategies, Management, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Finance and Financial Management Services
UBS Financial Services September 2015 - Present
Wells Fargo Advisors, LLC September 2008 - August 2015
UBS Financial Services Inc. September 2004 - September 2008
The Bank of New York September 2003 - September 2004
Skills
Investments, Retirement Planning, Finance, Strategy, High Net Worth..., Fixed Income, Alternative Investments, Insurance, Asset Allocation, Investment Strategies, Management, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Finance and Financial Management Services
Emmanuel Lelekis, CFP® Emmanuel Lelekis, CFP®'s Wells Fargo Advisors, LLC Experience June 2007 - Present
Job Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2007 - Present
Weight Watchers International 2006 - 2007
Florical Systems 2005 - 2006
Radio Computing Services 2003 - 2006
Skills
Investments, Corporate Finance, Finance, Financial Analysis, Asset Allocation, Securities, Mutual Funds, Hedge Funds, Valuation, Financial Modeling, Investment Strategies, Alternative Investments, Fixed Income, Options, Equities, Due Diligence, Strategic Planning, Capital Markets, Cash Management
Education
University of Florida - Warrington College of Business Administration 2000 — 2002
Master of Science, Decision Information Sciences
University of Florida - Warrington College of Business Administration 1998 — 2001
Bachelor of Science (B.S.), Finance
International Baccalaureate Program
Wells Fargo Advisors, LLC June 2007 - Present
Weight Watchers International 2006 - 2007
Florical Systems 2005 - 2006
Radio Computing Services 2003 - 2006
Skills
Investments, Corporate Finance, Finance, Financial Analysis, Asset Allocation, Securities, Mutual Funds, Hedge Funds, Valuation, Financial Modeling, Investment Strategies, Alternative Investments, Fixed Income, Options, Equities, Due Diligence, Strategic Planning, Capital Markets, Cash Management
Education
University of Florida - Warrington College of Business Administration 2000 — 2002
Master of Science, Decision Information Sciences
University of Florida - Warrington College of Business Administration 1998 — 2001
Bachelor of Science (B.S.), Finance
International Baccalaureate Program
Nicholas Maffucci's Wells Fargo Advisors, LLC Experience November 2012 - February 2014
Job HSBC Securities
Industry Financial Services
Experience
HSBC March 2014 - Present
Wells Fargo Advisors LLC November 2012 - February 2014
Aegis Capital February 2012 - October 2012
Paulson Investment Co. October 2011 - February 2012
Acumen Investment Services September 2011 - February 2012
Kendal Capital Management February 2010 - February 2011
JW Korth January 2009 - April 2010
Skills
Investments, Series 7, Securities, Finance, Series 63, Investment Strategies, Insurance, Financial Services, FINRA, Analysis, Equities, Economics, Mutual Funds, Series 65, Wealth Management, Uniform Combined State..., Series 66
Education
University of Central Florida - College of Business Administration 2008 — 2011
University of Central Florida
Bachelor, Business Administration
HSBC March 2014 - Present
Wells Fargo Advisors LLC November 2012 - February 2014
Aegis Capital February 2012 - October 2012
Paulson Investment Co. October 2011 - February 2012
Acumen Investment Services September 2011 - February 2012
Kendal Capital Management February 2010 - February 2011
JW Korth January 2009 - April 2010
Skills
Investments, Series 7, Securities, Finance, Series 63, Investment Strategies, Insurance, Financial Services, FINRA, Analysis, Equities, Economics, Mutual Funds, Series 65, Wealth Management, Uniform Combined State..., Series 66
Education
University of Central Florida - College of Business Administration 2008 — 2011
University of Central Florida
Bachelor, Business Administration
Irene Ngo Irene Ngo's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
University of California, Santa Cruz 2004 — 2008
Bachelor’s Degree, Psychology, Honors in Major
Wells Fargo Advisors, LLC October 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
University of California, Santa Cruz 2004 — 2008
Bachelor’s Degree, Psychology, Honors in Major
Monte Sahba Monte Sahba's Wells Fargo Advisors, LLC Experience June 1986 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 1986 - Present
Kidder, Peabody & Co. 1983 - June 1986
Skills
Investments, Finance, Asset Allocation, Investment Strategies, Alternative Investments, Retirement Planning, Securities, Management, Mutual Funds
Education
The University of Connecticut 1978 — 1982
Bachelor's degree, Economics
Wells Fargo Advisors, LLC June 1986 - Present
Kidder, Peabody & Co. 1983 - June 1986
Skills
Investments, Finance, Asset Allocation, Investment Strategies, Alternative Investments, Retirement Planning, Securities, Management, Mutual Funds
Education
The University of Connecticut 1978 — 1982
Bachelor's degree, Economics
Ben Lightfoot, AAMS®'s Wells Fargo Advisors, LLC Experience October 2011 - November 2012
Job Client Concierge at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab November 2012 - December 2014
Wells Fargo Advisors, LLC October 2011 - November 2012
Webster Bank March 2011 - September 2011
Citizens Bank March 2010 - March 2011
Bank of America July 2008 - March 2010
Bank of America May 2006 - July 2008
Skills
Financial Services, Notary Public, Relationship Management, Account Management, 401k, Mutual Funds, Retirement, Securities, FINRA, Retirement Planning, Series 7, Series 63, AAMS, Sales, Asset Allocation, Series 66
Education
University of Hartford 2009 — 2011
Bachelor of Arts (B.A.), Organizational Communication
Charles Schwab December 2014 - Present
Charles Schwab November 2012 - December 2014
Wells Fargo Advisors, LLC October 2011 - November 2012
Webster Bank March 2011 - September 2011
Citizens Bank March 2010 - March 2011
Bank of America July 2008 - March 2010
Bank of America May 2006 - July 2008
Skills
Financial Services, Notary Public, Relationship Management, Account Management, 401k, Mutual Funds, Retirement, Securities, FINRA, Retirement Planning, Series 7, Series 63, AAMS, Sales, Asset Allocation, Series 66
Education
University of Hartford 2009 — 2011
Bachelor of Arts (B.A.), Organizational Communication
Elliot D. Forsyth Elliot D. Forsyth's Wells Fargo Advisors, LLC Experience December 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2013 - Present
Walnut Restaurant Group, LLC July 2003 - August 2012
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, 401k Rollovers, Roth IRA, 529 Plans, Managed Money, Business Strategy, Portfolio Management, Social Media
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Science, Engineering/Psychology
Wells Fargo Advisors, LLC December 2013 - Present
Walnut Restaurant Group, LLC July 2003 - August 2012
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, 401k Rollovers, Roth IRA, 529 Plans, Managed Money, Business Strategy, Portfolio Management, Social Media
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Science, Engineering/Psychology
Jason Del Valle's Wells Fargo Advisors, LLC Experience November 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2005 - Present
Skills
Investments, Retirement Planning, Wealth Management, Portfolio Management, Financial Analysis, Financial Planning, Mutual Funds, Insurance, Financial Services, Risk Management
Education
University of Central Florida 1999 — 2004
Bachelor of Science and Business Administration, Marketing
Wells Fargo Advisors, LLC November 2005 - Present
Skills
Investments, Retirement Planning, Wealth Management, Portfolio Management, Financial Analysis, Financial Planning, Mutual Funds, Insurance, Financial Services, Risk Management
Education
University of Central Florida 1999 — 2004
Bachelor of Science and Business Administration, Marketing
Randy Loos Randy Loos's Wells Fargo Advisors, LLC Experience December 1984 - Present
Job Managing Director Investment Officer The Loos Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors. LLC December 1984 - Present
Prudential-Bache Securities August 1982 - December 1984
Burroughs Corporation August 1980 - August 1982
Chi Phi Fraternity December 1978 - August 1980
Education
University of Florida 1971 — 1977
BSBA, Finance
Sarasota High School
Wells Fargo Advisors. LLC December 1984 - Present
Prudential-Bache Securities August 1982 - December 1984
Burroughs Corporation August 1980 - August 1982
Chi Phi Fraternity December 1978 - August 1980
Education
University of Florida 1971 — 1977
BSBA, Finance
Sarasota High School
Angus Stephens's Wells Fargo Advisors, LLC Experience 2008 - 2010
Job angus@iidstrat.com
Industry Financial Services
Experience
New England Financial June 2010 - September 2012
Wells Fargo Advisors, LLC 2008 - 2010
AT&T Mobility 1998 - 2007
Skills
Strategic Financial..., Direct Sales, Account Management, Salesforce.com, Investments, Cold Calling, Sales Management, Sales, Insurance, Series 7, Sales Process, Financial Analysis, Selling, Management, Customer Service, Business Development, Employee Benefits, Marketing, Negotiation, Team Building, Sales Operations, Entrepreneurship, Leadership, Solution Selling
Education
University of Florida 1982 — 1987
Bachelor of Arts, History
New England Financial June 2010 - September 2012
Wells Fargo Advisors, LLC 2008 - 2010
AT&T Mobility 1998 - 2007
Skills
Strategic Financial..., Direct Sales, Account Management, Salesforce.com, Investments, Cold Calling, Sales Management, Sales, Insurance, Series 7, Sales Process, Financial Analysis, Selling, Management, Customer Service, Business Development, Employee Benefits, Marketing, Negotiation, Team Building, Sales Operations, Entrepreneurship, Leadership, Solution Selling
Education
University of Florida 1982 — 1987
Bachelor of Arts, History
David Omura David Omura's Wells Fargo Advisors, LLC Experience October 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2004 - Present
UBS 1987 - 2004
Pfizer 1975 - 1986
Hawaii Air National Guards, 201st. Mobile Communication Squadron June 1968 - June 1972
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Investments, Securities, Portfolio Management, Strategic Financial..., Alternative Investments, Investment Strategies, Fixed Annuities, Equities, Estate Planning, Financial Advisory
Education
University of Hawaii at Manoa 1968 — 1972
Bachelor's Degree, Chemistry
Wells Fargo Advisors, LLC October 2004 - Present
UBS 1987 - 2004
Pfizer 1975 - 1986
Hawaii Air National Guards, 201st. Mobile Communication Squadron June 1968 - June 1972
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Investments, Securities, Portfolio Management, Strategic Financial..., Alternative Investments, Investment Strategies, Fixed Annuities, Equities, Estate Planning, Financial Advisory
Education
University of Hawaii at Manoa 1968 — 1972
Bachelor's Degree, Chemistry
Julie (Goodwin) Deckard's Wells Fargo Advisors, LLC Experience February 1987 - Present
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 1987 - Present
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Wells Fargo Advisors, LLC February 1987 - Present
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Joseph L. Frank Joseph L. Frank's Wells Fargo Advisors, LLC Experience 1997 - Present
Job Managing Director Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1997 - Present
Skills
Securities, Financial Advisory, Investment Strategies, Marketing, Asset Allocation, Financial Services, Wealth
Education
University of Hartford
Master of Business Administration (M.B.A.), Financial Management
University of Hartford
Bachelor of Arts (B.A.), Economics/Finance
Wells Fargo Advisors, LLC 1997 - Present
Skills
Securities, Financial Advisory, Investment Strategies, Marketing, Asset Allocation, Financial Services, Wealth
Education
University of Hartford
Master of Business Administration (M.B.A.), Financial Management
University of Hartford
Bachelor of Arts (B.A.), Economics/Finance
Darren Speizer Darren Speizer's Wells Fargo Advisors, LLC Experience April 2012 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2012 - Present
HBO April 2011 - April 2012
HBO July 2008 - April 2011
Skills
Retirement Planning, 401k Rollovers, Retirement Operations, Financial Advisory, Asset Allocation, Alternative Investments, Retirement, 529 Plans, Mutual Funds, IRAs, Investments, Investment Strategies, Event Planning, Film, Television
Education
University of Florida 2003 — 2007
Bachelor of Fine Arts in Theatre and Minor in Business Administration, Business and Theatre
Wells Fargo Advisors, LLC April 2012 - Present
HBO April 2011 - April 2012
HBO July 2008 - April 2011
Skills
Retirement Planning, 401k Rollovers, Retirement Operations, Financial Advisory, Asset Allocation, Alternative Investments, Retirement, 529 Plans, Mutual Funds, IRAs, Investments, Investment Strategies, Event Planning, Film, Television
Education
University of Florida 2003 — 2007
Bachelor of Fine Arts in Theatre and Minor in Business Administration, Business and Theatre
Ralph Grantom Ralph Grantom's Wells Fargo Advisors, LLC Experience January 1994 - Present
Job First Vice President Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 1994 - Present
Skills
Investments, Finance, Financial Planning
Education
University of Houston
Wells Fargo Advisors, LLC January 1994 - Present
Skills
Investments, Finance, Financial Planning
Education
University of Houston
Aseen Amin Aseen Amin's Wells Fargo Advisors, LLC Experience February 2015 - Present
Job PCG Branch Operations Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Home Mortgage July 2014 - February 2015
Wells Fargo Home Mortgage September 2012 - July 2014
Institute of Rural Research and Development December 2010 - January 2011
Skills
Portfolio Management, Credit, Financial Analysis, Management, Residential Mortgages, Consumer Lending, Leadership, Insurance, Mortgage Lending, Loan Origination, Risk Management
Education
University of Iowa 2008 — 2012
Bachelor of Science (BS), Economics
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Home Mortgage July 2014 - February 2015
Wells Fargo Home Mortgage September 2012 - July 2014
Institute of Rural Research and Development December 2010 - January 2011
Skills
Portfolio Management, Credit, Financial Analysis, Management, Residential Mortgages, Consumer Lending, Leadership, Insurance, Mortgage Lending, Loan Origination, Risk Management
Education
University of Iowa 2008 — 2012
Bachelor of Science (BS), Economics
Brittany Oldham's Wells Fargo Advisors, LLC Experience April 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC April 2013 - Present
Education
University of Cincinnati College of Business 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Advisors LLC April 2013 - Present
Education
University of Cincinnati College of Business 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Dean Akazawa CFP® Dean Akazawa CFP®'s Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Financial Advisor, Vice President Investment Officer, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2008 - Present
UBS October 1989 - May 2008
Education
College of Financial Planning
CERTIFIED FINANCIAL PLANNER (TM)
University of Hawaii at Manoa 1980 — 1985
Bachelors, Arts and Science
Wells Fargo Advisors, LLC May 2008 - Present
UBS October 1989 - May 2008
Education
College of Financial Planning
CERTIFIED FINANCIAL PLANNER (TM)
University of Hawaii at Manoa 1980 — 1985
Bachelors, Arts and Science
Gary Nicholas Carter's Wells Fargo Advisors, LLC Experience June 2010 - December 2011
Job Financial Advisor at Carter Financial LLC
Industry Financial Services
Experience
Carter Financial LLC December 2011 - Present
Carter Financial LLC November 2011 - Present
Wells Fargo Advisors, LLC June 2010 - December 2011
Skills
Mutual Funds, Insurance, Stocks, Bonds, Retirement, Investments, Retirement Planning, Series 7, IRA's, Retirement Income..., Wealth Management, 401k Rollovers, Annuities, Investment Advisory, Series 66, Asset Allocation, Investment Strategies, 529 Plans, Roth IRA, 401k
Education
University of Evansville 1997 — 2001
BA, Management/Marketing
Carter Financial LLC December 2011 - Present
Carter Financial LLC November 2011 - Present
Wells Fargo Advisors, LLC June 2010 - December 2011
Skills
Mutual Funds, Insurance, Stocks, Bonds, Retirement, Investments, Retirement Planning, Series 7, IRA's, Retirement Income..., Wealth Management, 401k Rollovers, Annuities, Investment Advisory, Series 66, Asset Allocation, Investment Strategies, 529 Plans, Roth IRA, 401k
Education
University of Evansville 1997 — 2001
BA, Management/Marketing
Taylor McDermott Taylor McDermott's Wells Fargo Advisors, LLC Experience 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2013 - Present
Education
University of Florida 2009 — 2013
Family, Youth and Community Sciences, Personal and Family Financial Planning
Wells Fargo Advisors, LLC 2013 - Present
Education
University of Florida 2009 — 2013
Family, Youth and Community Sciences, Personal and Family Financial Planning
Ralph Sevelius, Jr, MBA, CFP®'s Wells Fargo Advisors, LLC Experience June 2007 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2007 - Present
Inland Homes® November 2003 - May 2007
The Home Depot July 2002 - November 2003
US Army July 1998 - July 2002
Skills
Retirement, Estate Planning, Wealth Management, Investment Strategies, Financial Advisory, Securities, Financial Analysis, Financial Services, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 2002 — 2005
MBA, Business Administration
Wake Forest University 1994 — 1998
BA, Economics
Wells Fargo Advisors, LLC June 2007 - Present
Inland Homes® November 2003 - May 2007
The Home Depot July 2002 - November 2003
US Army July 1998 - July 2002
Skills
Retirement, Estate Planning, Wealth Management, Investment Strategies, Financial Advisory, Securities, Financial Analysis, Financial Services, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 2002 — 2005
MBA, Business Administration
Wake Forest University 1994 — 1998
BA, Economics
Mike Matthews, CFP®'s Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
SunAmerica Asset Management November 2010 - October 2013
Morgan Stanley Smith Barney June 2000 - November 2010
Skills
Financial Advisory, Investments, Retirement Planning, Financial Services, Finance, Mutual Funds, Asset Allocation, Investment Strategies, Securities, Alternative Investments, Retirement, Equities, 401k Rollovers, 401k, Separately Managed..., Hedge Funds, ETFs, IRAs, Variable Annuities, Fixed Income, Wealth, Life Insurance, Relationship Management, High Net Worth...
Education
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS Business, Accounting
Wells Fargo Advisors, LLC October 2013 - Present
SunAmerica Asset Management November 2010 - October 2013
Morgan Stanley Smith Barney June 2000 - November 2010
Skills
Financial Advisory, Investments, Retirement Planning, Financial Services, Finance, Mutual Funds, Asset Allocation, Investment Strategies, Securities, Alternative Investments, Retirement, Equities, 401k Rollovers, 401k, Separately Managed..., Hedge Funds, ETFs, IRAs, Variable Annuities, Fixed Income, Wealth, Life Insurance, Relationship Management, High Net Worth...
Education
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS Business, Accounting
Michael Fels Michael Fels's Wells Fargo Advisors, LLC Experience August 2008 - Present
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2008 - Present
Smith Barney August 2002 - August 2008
AG Edwards July 1998 - August 2002
Skills
Portfolio Management, Wealth Management, Strategic Planning, Mutual Funds, Simple IRA, Mortgage Lending, Long-term Care, Business Planning, Strategic Financial..., Life Insurance, Disability Insurance, Stocks, Investments
Education
University of Florida 1993 — 1995
BA, Finance
Wells Fargo Advisors, LLC August 2008 - Present
Smith Barney August 2002 - August 2008
AG Edwards July 1998 - August 2002
Skills
Portfolio Management, Wealth Management, Strategic Planning, Mutual Funds, Simple IRA, Mortgage Lending, Long-term Care, Business Planning, Strategic Financial..., Life Insurance, Disability Insurance, Stocks, Investments
Education
University of Florida 1993 — 1995
BA, Finance
Mack A. Cohen Mack A. Cohen's Wells Fargo Advisors, LLC Experience 2013 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2013 - Present
Edward Jones Investments 2012 - 2013
Chateau Elan Winery & Resort 2006 - 2011
THE PGA TOUR CLUB 1999 - 2006
Skills
Retirement Planning, Saving on Taxes, 401k, IRAs, Financial Goals, Investments, Mutual Funds, Finance
Education
University of Georgia - Terry College of Business 1983 — 1987
Bachelor of Business Administration (BBA) - Business Management - Dean's List
Wells Fargo Advisors, LLC 2013 - Present
Edward Jones Investments 2012 - 2013
Chateau Elan Winery & Resort 2006 - 2011
THE PGA TOUR CLUB 1999 - 2006
Skills
Retirement Planning, Saving on Taxes, 401k, IRAs, Financial Goals, Investments, Mutual Funds, Finance
Education
University of Georgia - Terry College of Business 1983 — 1987
Bachelor of Business Administration (BBA) - Business Management - Dean's List
Andrew Carter, CRC Andrew Carter, CRC's Wells Fargo Advisors, LLC Experience September 1995 - Present
Job First Vice PresidentInvestments Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1995 - Present
Education
University of Denver 1968 — 1972
Bachelor of Arts (B.A.)
Pacific Palisades High School 1964 — 1968
Wells Fargo Advisors, LLC September 1995 - Present
Education
University of Denver 1968 — 1972
Bachelor of Arts (B.A.)
Pacific Palisades High School 1964 — 1968
Darryl Cermak-Serfass Darryl Cermak-Serfass's Wells Fargo Advisors, LLC Experience March 2009 - October 2014
Job Wealth Manager at CermakSerfass Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2009 - October 2014
Ford Motor Company January 1990 - January 2009
Skills
Retirement Income..., Retirement Planning, Wealth Management
Education
University of Detroit Mercy 1988 — 1991
Masters of Business Administration, Finance
Pennsylvania State University 1978 — 1982
Bachelor of Science, Industrial Engineering
Wells Fargo Advisors, LLC March 2009 - October 2014
Ford Motor Company January 1990 - January 2009
Skills
Retirement Income..., Retirement Planning, Wealth Management
Education
University of Detroit Mercy 1988 — 1991
Masters of Business Administration, Finance
Pennsylvania State University 1978 — 1982
Bachelor of Science, Industrial Engineering
Jana Madonna Jana Madonna's Wells Fargo Advisors, LLC Experience August 2009 - May 2011
Job Process Automation Engineer at barclaycard
Industry Writing and Editing
Experience
Barclaycard September 2011 - Present
Barclaycard September 2011 - Present
Wells Fargo Advisors March 2011 - July 2011
Wells Fargo Advisors, LLC August 2009 - May 2011
Wachovia Securities June 2008 - March 2009
The Vanguard Group October 2005 - April 2008
Skills
Technical Writing, Process Improvement, Program Management, Software Documentation, Management, Project Management, Training, Project Planning, Risk Management, Business Process, Cross-functional Team..., Business Analysis, Team Building, Team Leadership, Change Management, Marketing, Microsoft Office, Requirements Analysis, SDLC, PowerPoint, Software Project..., Quality Assurance, SharePoint, PMP, Microsoft Word, Visio, Analysis, Agile Methodologies, Business Process..., Leadership, Integration, Process Engineering, MS Project
Education
University of Houston
BA, English
Barclaycard September 2011 - Present
Barclaycard September 2011 - Present
Wells Fargo Advisors March 2011 - July 2011
Wells Fargo Advisors, LLC August 2009 - May 2011
Wachovia Securities June 2008 - March 2009
The Vanguard Group October 2005 - April 2008
Skills
Technical Writing, Process Improvement, Program Management, Software Documentation, Management, Project Management, Training, Project Planning, Risk Management, Business Process, Cross-functional Team..., Business Analysis, Team Building, Team Leadership, Change Management, Marketing, Microsoft Office, Requirements Analysis, SDLC, PowerPoint, Software Project..., Quality Assurance, SharePoint, PMP, Microsoft Word, Visio, Analysis, Agile Methodologies, Business Process..., Leadership, Integration, Process Engineering, MS Project
Education
University of Houston
BA, English
Leah Bullen's Wells Fargo Advisors, LLC Experience Vice President, Financial AdvisorCiti Smith Barney2005 - 2008
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC Vice President, Financial AdvisorCiti Smith Barney2005 - 2008
FSC Securities 1997 - 2005
Wells Fargo Securities 1994 - 1997
Xerox 1976 - 1980
Xerox 1976 - 1980
Skills
Investments, Finance, Strategic Planning, Sales, Insurance, IRAs, Customer Service, Investment planning
Education
University of Evansville 1972 — 1975
Bachelors of Science, Social Work
Wells Fargo Advisors, LLC Vice President, Financial AdvisorCiti Smith Barney2005 - 2008
FSC Securities 1997 - 2005
Wells Fargo Securities 1994 - 1997
Xerox 1976 - 1980
Xerox 1976 - 1980
Skills
Investments, Finance, Strategic Planning, Sales, Insurance, IRAs, Customer Service, Investment planning
Education
University of Evansville 1972 — 1975
Bachelors of Science, Social Work
Melinda Corbley's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2015 - Present
Ameriprise Financial Services, INC April 2011 - April 2014
Wells Fargo Advisors, LLC June 1991 - April 2011
Education
Camden Catholic High School
University of Central Florida - College of Business Administration
Finance
Wells Fargo Advisors, LLC April 2015 - Present
Ameriprise Financial Services, INC April 2011 - April 2014
Wells Fargo Advisors, LLC June 1991 - April 2011
Education
Camden Catholic High School
University of Central Florida - College of Business Administration
Finance
Lawrence Karpf's Wells Fargo Advisors, LLC Experience September 1995 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1995 - Present
Lawrence Lee Accessories 1975 - 1995
Sol Karpf Inc 1975 - 1995
Skills
Marketing, Budgets, Process Improvement, Business Analysis, New Business Development, Microsoft Office, Asset Allocation, Negotiation
Education
University of Florida 1971 — 1975
ba, Poli Sci, Econ, Mkting, Soc etc
Wells Fargo Advisors, LLC September 1995 - Present
Lawrence Lee Accessories 1975 - 1995
Sol Karpf Inc 1975 - 1995
Skills
Marketing, Budgets, Process Improvement, Business Analysis, New Business Development, Microsoft Office, Asset Allocation, Negotiation
Education
University of Florida 1971 — 1975
ba, Poli Sci, Econ, Mkting, Soc etc
Rob Zickus's Wells Fargo Advisors, LLC Experience September 2008 - November 2010
Job Project Manager Internal Controls at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2010 - Present
Wells Fargo Advisors, LLC September 2008 - November 2010
Edward Jones March 2008 - September 2008
Stifel Nicolaus April 2005 - March 2008
National Futures Association 1999 - 2005
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science, Finance
Wells Fargo Advisors May 2010 - Present
Wells Fargo Advisors, LLC September 2008 - November 2010
Edward Jones March 2008 - September 2008
Stifel Nicolaus April 2005 - March 2008
National Futures Association 1999 - 2005
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science, Finance
John Flisher's Wells Fargo Advisors, LLC Experience 2007 - Present
Job Management Reporting Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2007 - Present
Skills
Process Improvement, Business Analysis, Series 63, Series 7, Risk Management, Banking, SDLC, Financial Services, Financial Analysis, Customer Service, Call Centers, Data Analysis, Business Intelligence, Vendor Management, Change Management, Management Consulting, Strategic Planning, Credit Cards, Equities, Microsoft Excel, Business Process..., Wealth Management, Project Management
Education
University of Florida 1984 — 1988
B.S.B.A., Finance
Wells Fargo Advisors, LLC 2007 - Present
Skills
Process Improvement, Business Analysis, Series 63, Series 7, Risk Management, Banking, SDLC, Financial Services, Financial Analysis, Customer Service, Call Centers, Data Analysis, Business Intelligence, Vendor Management, Change Management, Management Consulting, Strategic Planning, Credit Cards, Equities, Microsoft Excel, Business Process..., Wealth Management, Project Management
Education
University of Florida 1984 — 1988
B.S.B.A., Finance
Daniel Maroney's Wells Fargo Advisors, LLC Experience May 2010 - Present
Job First Vice President Investments with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2010 - Present
UBS Financial Services October 2005 - May 2010
Legg Mason June 2004 - October 2005
Skills
Investments, Retirement Planning, Mutual Funds, Economics, Strategic Financial..., 401k, Access, Alternative Investments, Asset Allocation, Equities, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Investment Strategies, Retirement, Securities, Financial Modeling, Process Improvement, Risk Management, Sales, Time Management, Valuation, Management
Education
University of Florida
Wells Fargo Advisors, LLC May 2010 - Present
UBS Financial Services October 2005 - May 2010
Legg Mason June 2004 - October 2005
Skills
Investments, Retirement Planning, Mutual Funds, Economics, Strategic Financial..., 401k, Access, Alternative Investments, Asset Allocation, Equities, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Investment Strategies, Retirement, Securities, Financial Modeling, Process Improvement, Risk Management, Sales, Time Management, Valuation, Management
Education
University of Florida
Gregory Trujillo's Wells Fargo Advisors, LLC Experience September 1999 - October 2009
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2010 - Present
Wells Fargo Advisors, LLC September 1999 - October 2009
Advanced Drywall Concepts, LLC June 1997 - September 1999
Somatogen, Inc 1989 - 1997
Baxter Hemoglobin Therapeutics / Baxter Healthcare 1989 - 1997
Education
University of Colorado Boulder 1983 — 1987
Bachelor's, Molecular Cellular Developmental Biology
TIAA-CREF September 2010 - Present
Wells Fargo Advisors, LLC September 1999 - October 2009
Advanced Drywall Concepts, LLC June 1997 - September 1999
Somatogen, Inc 1989 - 1997
Baxter Hemoglobin Therapeutics / Baxter Healthcare 1989 - 1997
Education
University of Colorado Boulder 1983 — 1987
Bachelor's, Molecular Cellular Developmental Biology
Phil Unes's Wells Fargo Advisors, LLC Experience September 1997 - Present
Job Financial Advisor & Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1997 - Present
PricewaterhouseCoopers May 1994 - September 1997
Skills
Strategic Planning, Finance, Financial Analysis, Investments, Process Improvement, Financial Modeling, Customer Service, Management, Accounting, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
Bachelor of Science in Accountancy
Wells Fargo Advisors, LLC September 1997 - Present
PricewaterhouseCoopers May 1994 - September 1997
Skills
Strategic Planning, Finance, Financial Analysis, Investments, Process Improvement, Financial Modeling, Customer Service, Management, Accounting, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
Bachelor of Science in Accountancy
Tony Torreon, CRPC®'s Wells Fargo Advisors, LLC Experience December 2014 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2014 - Present
Fifth Third Securities May 2013 - December 2014
David A. Noyes & Co. November 2012 - April 2013
Merrill Lynch January 2008 - November 2012
LaSalle Bank / Bank of America 1999 - December 2007
LaSalle Bank 1993 - 1998
Skills
Asset Allocation, Mutual Funds, Life Insurance, Financial Services, Long-term Care, Investments, Finance, Banking, Wealth Strategies, Portfolio Optimization, Asset Allocation..., Investment Advisory, Retirement Planning, Retirement Income..., Estate Administration, Personal Trust..., Fiduciary Services, Trading Systems, Wrap Accounts
Education
University of Illinois at Chicago 1989 — 1993
Political Science
Wells Fargo Advisors, LLC December 2014 - Present
Fifth Third Securities May 2013 - December 2014
David A. Noyes & Co. November 2012 - April 2013
Merrill Lynch January 2008 - November 2012
LaSalle Bank / Bank of America 1999 - December 2007
LaSalle Bank 1993 - 1998
Skills
Asset Allocation, Mutual Funds, Life Insurance, Financial Services, Long-term Care, Investments, Finance, Banking, Wealth Strategies, Portfolio Optimization, Asset Allocation..., Investment Advisory, Retirement Planning, Retirement Income..., Estate Administration, Personal Trust..., Fiduciary Services, Trading Systems, Wrap Accounts
Education
University of Illinois at Chicago 1989 — 1993
Political Science
Sharon Lenzi's Wells Fargo Advisors, LLC Experience October 2005 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2005 - Present
Morgan Stanley March 2003 - October 2005
Stein Roe & Farnham 1998 - 2002
Liberty Financial 1994 - 2002
Liberty Funds (Colonial Management) 1994 - 2002
Liberty Financial Group 1994 - 2002
Dupont Pension Fund Investments 1986 - 1994
Bank of Delaware January 1979 - July 1986
Skills
Trading Strategies, Equity Trading, Investments, Wealth Management, Insurance, Strategic Planning, Strategic Financial..., Banking, Customer Service, Analysis, Asset Managment, Asset Allocation, Hedge Funds, Trading, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Financial Services, Capital Markets, Risk Management, Finance, Series 63, Quantitative Analytics, Investment Strategies, Derivatives, Financial Analysis, Financial Modeling, Retirement Planning
Education
University of Delaware 1981 — 1984
BS, BA Finance
University of Delaware - Lerner College of Business and Economics 1981 — 1984
Bachelor of Science, Finance, General
Wells Fargo Advisors, LLC October 2005 - Present
Morgan Stanley March 2003 - October 2005
Stein Roe & Farnham 1998 - 2002
Liberty Financial 1994 - 2002
Liberty Funds (Colonial Management) 1994 - 2002
Liberty Financial Group 1994 - 2002
Dupont Pension Fund Investments 1986 - 1994
Bank of Delaware January 1979 - July 1986
Skills
Trading Strategies, Equity Trading, Investments, Wealth Management, Insurance, Strategic Planning, Strategic Financial..., Banking, Customer Service, Analysis, Asset Managment, Asset Allocation, Hedge Funds, Trading, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Financial Services, Capital Markets, Risk Management, Finance, Series 63, Quantitative Analytics, Investment Strategies, Derivatives, Financial Analysis, Financial Modeling, Retirement Planning
Education
University of Delaware 1981 — 1984
BS, BA Finance
University of Delaware - Lerner College of Business and Economics 1981 — 1984
Bachelor of Science, Finance, General
Mohan Ganapathy's Wells Fargo Advisors, LLC Experience July 2008 - Present
Job Complex Administration Manager, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2008 - Present
Merrill Lynch 2005 - June 2008
Merrill Lynch 2003 - 2005
Education
University of Cincinnati 1981 — 1983
Wells Fargo Advisors, LLC July 2008 - Present
Merrill Lynch 2005 - June 2008
Merrill Lynch 2003 - 2005
Education
University of Cincinnati 1981 — 1983
Darius Sutrinaitis's Wells Fargo Advisors, LLC Experience July 2014 - October 2014
Job Relationship Manager at Regions Bank
Industry Banking
Experience
Regions Bank October 2014 - Present
Wells Fargo Advisors, LLC July 2014 - October 2014
U.S. Bank July 2010 - December 2013
J.P. Morgan Securities Inc. 2006 - July 2010
Skills
Finance, Financial Analysis, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Investments, Corporate Finance, Equities, Fixed Income
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors, Finance & Accountancy
Regions Bank October 2014 - Present
Wells Fargo Advisors, LLC July 2014 - October 2014
U.S. Bank July 2010 - December 2013
J.P. Morgan Securities Inc. 2006 - July 2010
Skills
Finance, Financial Analysis, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Investments, Corporate Finance, Equities, Fixed Income
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors, Finance & Accountancy
Francisco Valdivieso, CFP®'s Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2008 - Present
Valdivieso International January 2002 - January 2008
K&F Select Fine Coffees August 1999 - December 2000
Skills
Investments, Retirement Planning, Sales, 401k
Education
University of Denver 1995 — 1999
BA, Political Science
Wells Fargo Advisors, LLC January 2008 - Present
Valdivieso International January 2002 - January 2008
K&F Select Fine Coffees August 1999 - December 2000
Skills
Investments, Retirement Planning, Sales, 401k
Education
University of Denver 1995 — 1999
BA, Political Science
Tyler Stude, CFP®'s Wells Fargo Advisors, LLC Experience March 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2002 - Present
DirecTV November 1995 - March 2002
Skills
Investments, Retirement, Mutual Funds, Insurance, Equities, Alternative Investments, Financial Analysis, Estate Strategies
Education
University of Denver - Daniels College of Business 1999 — 2001
MBA
University of Colorado Boulder 1990 — 1994
BS, International Business
Wells Fargo Advisors, LLC March 2002 - Present
DirecTV November 1995 - March 2002
Skills
Investments, Retirement, Mutual Funds, Insurance, Equities, Alternative Investments, Financial Analysis, Estate Strategies
Education
University of Denver - Daniels College of Business 1999 — 2001
MBA
University of Colorado Boulder 1990 — 1994
BS, International Business
Manny Tsesmelis, AAMS's Wells Fargo Advisors, LLC Experience July 2012 - November 2014
Job President, Financial Advisor at Tsesmelis Wealth Management, Inc. (TWM)
Industry Financial Services
Experience
LPL Financial December 2014 - Present
Wells Fargo Advisors, LLC July 2012 - November 2014
Edward Jones December 2008 - July 2012
JP Morgan Chase May 2007 - November 2008
SunTrust Bank 2006 - 2007
Guaranty Bank 2004 - 2006
US Navy 1997 - 2004
Skills
Investments, Retirement Planning, Leadership, Finance, Marketing, Strategic Financial..., Customer Service, Mutual Funds, Sales, Asset Allocation, Financial Advisory, Uniform Combined State..., Investment Strategies, Retirement, 401k Rollovers, IRAs, FINRA, Wealth Management..., ETFs, Financial Planning, Credit, Loans
Education
University of Florida 1987 — 1993
Bachelor of Arts, Economics
LPL Financial December 2014 - Present
Wells Fargo Advisors, LLC July 2012 - November 2014
Edward Jones December 2008 - July 2012
JP Morgan Chase May 2007 - November 2008
SunTrust Bank 2006 - 2007
Guaranty Bank 2004 - 2006
US Navy 1997 - 2004
Skills
Investments, Retirement Planning, Leadership, Finance, Marketing, Strategic Financial..., Customer Service, Mutual Funds, Sales, Asset Allocation, Financial Advisory, Uniform Combined State..., Investment Strategies, Retirement, 401k Rollovers, IRAs, FINRA, Wealth Management..., ETFs, Financial Planning, Credit, Loans
Education
University of Florida 1987 — 1993
Bachelor of Arts, Economics
Leo Khorlinsky's Wells Fargo Advisors, LLC Experience April 2000 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC April 2000 - Present
Merrill Lynch, Inc. March 1998 - April 2000
OLDE Stockbrokers, Inc. June 1996 - March 1998
Education
University of Illinois at Chicago 1991 — 1995
BS, Information & Decision Sciences
Wells Fargo Advisors, LLC April 2000 - Present
Merrill Lynch, Inc. March 1998 - April 2000
OLDE Stockbrokers, Inc. June 1996 - March 1998
Education
University of Illinois at Chicago 1991 — 1995
BS, Information & Decision Sciences
Brad Schmitt, AAMS's Wells Fargo Advisors, LLC Experience June 2006 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2006 - Present
A.G. Edwards & Sons, Inc. February 2004 - June 2006
Education
University of Florida 2000 — 2004
Bachelors, Finance
Wells Fargo Advisors, LLC June 2006 - Present
A.G. Edwards & Sons, Inc. February 2004 - June 2006
Education
University of Florida 2000 — 2004
Bachelors, Finance
Paul Kripal's Wells Fargo Advisors, LLC Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Edward Jones Investments 2008 - June 2013
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Fixed Annuities, Asset Allocation, Financial Advisory, Investment Strategies
Education
University of Denver - Daniels College of Business 1986 — 1989
Bachelor of Science, Business Administration
Wells Fargo Advisors, LLC June 2013 - Present
Edward Jones Investments 2008 - June 2013
Skills
Retirement Planning, Investments, Retirement, Mutual Funds, Fixed Annuities, Asset Allocation, Financial Advisory, Investment Strategies
Education
University of Denver - Daniels College of Business 1986 — 1989
Bachelor of Science, Business Administration
Carmen Vincent's Wells Fargo Advisors, LLC Experience June 2009 - Present
Job Project Supervisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2009 - Present
Wells Fargo Advisors, LLC June 2007 - June 2009
Education
University of Georgia - Terry College of Business 2005 — 2007
M.B.A
Wells Fargo Advisors, LLC June 2009 - Present
Wells Fargo Advisors, LLC June 2007 - June 2009
Education
University of Georgia - Terry College of Business 2005 — 2007
M.B.A
Andrew Corwin, CFP®'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
Wells Fargo April 2009 - April 2014
Wachovia June 2006 - March 2009
Wachovia Bank April 2005 - August 2005
Skills
Relationship Management, Finance, Investments, Customer Service, Customer Satisfaction, Retirement Planning, College Education..., Wealth Planning, Portfolio Construction, Insurance, Financial Services, Risk Management
Education
University of Florida 2001 — 2005
Bachelor, Finance
Costa Rican Language Academy 2005 — 2006
Spanish
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo April 2009 - April 2014
Wachovia June 2006 - March 2009
Wachovia Bank April 2005 - August 2005
Skills
Relationship Management, Finance, Investments, Customer Service, Customer Satisfaction, Retirement Planning, College Education..., Wealth Planning, Portfolio Construction, Insurance, Financial Services, Risk Management
Education
University of Florida 2001 — 2005
Bachelor, Finance
Costa Rican Language Academy 2005 — 2006
Spanish
Marnie Forste's Wells Fargo Advisors, LLC Experience June 2011 - December 2012
Job Branch Liaison
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2011 - December 2012
First Financial Bank/Raymond James Investments August 2009 - June 2011
Fifth Third Securities, Inc August 2005 - December 2007
Fidelity Investments February 2001 - July 2005
Skills
Series 7, Finance, Securities
Education
University of Cincinnati
BA, Political Science
Wells Fargo Advisors, LLC June 2011 - December 2012
First Financial Bank/Raymond James Investments August 2009 - June 2011
Fifth Third Securities, Inc August 2005 - December 2007
Fidelity Investments February 2001 - July 2005
Skills
Series 7, Finance, Securities
Education
University of Cincinnati
BA, Political Science
Timothy Koerper'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
Chase Investment Services Corp. March 2010 - October 2011
Wachovia Securities February 2006 - March 2010
Skills
Investments, Financial Analysis, Retirement Planning, Mutual Funds, High Net Worth..., Financial Advisory, Wealth Strategies, Wealth Planning, Wealth Transfer, Portfolio Analysis, Strategic Planning, Asset Management, Finance, Financial Planning, Financial Services, Insurance, Securities, Uniform Combined State...
Education
University of Central Florida 1998 — 2002
B.A.
Wells Fargo Advisors, LLC October 2011 - Present
Chase Investment Services Corp. March 2010 - October 2011
Wachovia Securities February 2006 - March 2010
Skills
Investments, Financial Analysis, Retirement Planning, Mutual Funds, High Net Worth..., Financial Advisory, Wealth Strategies, Wealth Planning, Wealth Transfer, Portfolio Analysis, Strategic Planning, Asset Management, Finance, Financial Planning, Financial Services, Insurance, Securities, Uniform Combined State...
Education
University of Central Florida 1998 — 2002
B.A.
Susan Feller's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Smith Barney 2004 - 2009
CST Berger 2004 - 2004
Bimba Manufacturing Company 1997 - 2004
Ernst & Young 1994 - 1997
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Accounting
Wells Fargo Advisors, LLC 2009 - Present
Smith Barney 2004 - 2009
CST Berger 2004 - 2004
Bimba Manufacturing Company 1997 - 2004
Ernst & Young 1994 - 1997
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Accounting
Zach Bromley's Wells Fargo Advisors, LLC Experience June 2008 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2008 - Present
Skills
Financial Analysis, Insurance, Strategic Planning, Investments, Microsoft Excel, Marketing Strategy
Education
University of Evansville 2003 — 2007
Bachelor of Science in Business Administration, International Business and Marketing
Wells Fargo Advisors, LLC June 2008 - Present
Skills
Financial Analysis, Insurance, Strategic Planning, Investments, Microsoft Excel, Marketing Strategy
Education
University of Evansville 2003 — 2007
Bachelor of Science in Business Administration, International Business and Marketing
Nadia Sturgill's Wells Fargo Advisors, LLC Experience June 2010 - September 2011
Job Complex Supervisory Manager, Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott October 2011 - Present
Wells Fargo Advisors, LLC June 2010 - September 2011
Citi Smith Barney June 2004 - December 2008
Citi SMith Barney March 1994 - May 2004
Skills
Management, Human Resources, Finance, Wealth Management, Investments, Asset Management, Risk Management, Series 7, Process Improvement, Series 63, Customer Service, Mutual Funds, Securities, Salesforce.com, FINRA, Life & Health Insurance...
Education
The University of Connecticut 1981 — 1985
BS, Human Resource / Personnel Management
University of Connecticut
Bachelor of Science
Janney Montgomery Scott October 2011 - Present
Wells Fargo Advisors, LLC June 2010 - September 2011
Citi Smith Barney June 2004 - December 2008
Citi SMith Barney March 1994 - May 2004
Skills
Management, Human Resources, Finance, Wealth Management, Investments, Asset Management, Risk Management, Series 7, Process Improvement, Series 63, Customer Service, Mutual Funds, Securities, Salesforce.com, FINRA, Life & Health Insurance...
Education
The University of Connecticut 1981 — 1985
BS, Human Resource / Personnel Management
University of Connecticut
Bachelor of Science
Michael Walder's Wells Fargo Advisors, LLC Experience January 2007 - April 2015
Job Financial Advisor Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2015 - Present
Wells Fargo Advisors, LLC January 2007 - April 2015
FMSBonds, Inc. September 1994 - December 2006
Education
University of Florida
Ameriprise Financial April 2015 - Present
Wells Fargo Advisors, LLC January 2007 - April 2015
FMSBonds, Inc. September 1994 - December 2006
Education
University of Florida
Ron Aranow's Wells Fargo Advisors, LLC Experience June 2012 - May 2015
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2015 - Present
Wells Fargo Advisors, LLC June 2012 - May 2015
Wells Fargo Advisors, LLC 2005 - 2012
Morgan Stanley 1974 - 2005
Skills
Investments, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, IRAs, Retirement, 401k, Securities, Alternative Investments, Fixed Annuities, ETFs, Investment Strategies
Education
University of South Florida 1969 — 1972
B.A, Sociology
University of Florida 1967 — 1968
Ameriprise Financial Services, Inc. May 2015 - Present
Wells Fargo Advisors, LLC June 2012 - May 2015
Wells Fargo Advisors, LLC 2005 - 2012
Morgan Stanley 1974 - 2005
Skills
Investments, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, IRAs, Retirement, 401k, Securities, Alternative Investments, Fixed Annuities, ETFs, Investment Strategies
Education
University of South Florida 1969 — 1972
B.A, Sociology
University of Florida 1967 — 1968
Gary Finnegan's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2011 - Present
Bank of the West October 2008 - January 2011
Fremont Bank 2004 - 2008
UBS Wealth Management 2002 - 2004
Education
University of Florida 1988 — 1992
BA, Liberal Arts
Wells Fargo Advisors, LLC January 2011 - Present
Bank of the West October 2008 - January 2011
Fremont Bank 2004 - 2008
UBS Wealth Management 2002 - 2004
Education
University of Florida 1988 — 1992
BA, Liberal Arts
Richard Newsom, Jr.'s Wells Fargo Advisors, LLC Experience September 2000 - Present
Job F.A.inCharge/Vice President Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2000 - Present
Georgia DOT 1989 - 2000
Georgia DOT 1989 - 2000
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Advisors, LLC September 2000 - Present
Georgia DOT 1989 - 2000
Georgia DOT 1989 - 2000
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance
Richard S. (Dick) Roe's Wells Fargo Advisors, LLC Experience October 2011 - December 2011
Job Customer Service Professional
Industry Financial Services
Experience
Freedom Mortgage Corporation August 2012 - June 2013
WELLS FARGO ADVISORS, LLC October 2011 - December 2011
Wells Fargo Investments January 2011 - May 2011
GE Capital January 2004 - May 2009
GE Capital January 2000 - December 2003
Citizens State Bank, Shakopee, MN January 1996 - December 1999
Education
University of Iowa
Bachelor of Arts, Political Science
Freedom Mortgage Corporation August 2012 - June 2013
WELLS FARGO ADVISORS, LLC October 2011 - December 2011
Wells Fargo Investments January 2011 - May 2011
GE Capital January 2004 - May 2009
GE Capital January 2000 - December 2003
Citizens State Bank, Shakopee, MN January 1996 - December 1999
Education
University of Iowa
Bachelor of Arts, Political Science
Dawn DeMoulin's Wells Fargo Advisors, LLC Experience March 1995 - Present
Job Project Analyst
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 1995 - Present
Education
Central Missouri State University 1986 — 1990
BS, Speech Communication
Wells Fargo Advisors, LLC March 1995 - Present
Education
Central Missouri State University 1986 — 1990
BS, Speech Communication
Suken Jogani's Wells Fargo Advisors, LLC Experience November 2003 - Present
Job Senior Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2003 - Present
Dupont June 1988 - September 2003
Skills
Project Planning, Investments, Financial Analysis, Mutual Funds, Portfolio Management, Marketing, Finance, Banking, Trading, Wealth Management, Series 7, Asset Management, Strategic Planning, Risk Management, Commodity
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1988
Business Administration, Finance
Wells Fargo Advisors, LLC November 2003 - Present
Dupont June 1988 - September 2003
Skills
Project Planning, Investments, Financial Analysis, Mutual Funds, Portfolio Management, Marketing, Finance, Banking, Trading, Wealth Management, Series 7, Asset Management, Strategic Planning, Risk Management, Commodity
Education
University of Delaware - Lerner College of Business and Economics 1985 — 1988
Business Administration, Finance
Eban Barnett, CFP®'s Wells Fargo Advisors, LLC Experience March 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2005 - Present
Skills
Series 7, Finance, Insurance, Retirement Planning, Portfolio Management, Investments, Mutual Funds, Wealth Management, Strategy, Strategic Financial..., Financial Analysis, Securities, Investment Advisory, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 1994 — 1999
Bachelor of Science in Business Administration, Finance
Wells Fargo Advisors, LLC March 2005 - Present
Skills
Series 7, Finance, Insurance, Retirement Planning, Portfolio Management, Investments, Mutual Funds, Wealth Management, Strategy, Strategic Financial..., Financial Analysis, Securities, Investment Advisory, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 1994 — 1999
Bachelor of Science in Business Administration, Finance
David Borenstein's Wells Fargo Advisors, LLC Experience First Vice President - Wealth ManagementSmith BarneyJanuary 1993 - February 2009
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC First Vice President - Wealth ManagementSmith BarneyJanuary 1993 - February 2009
Skills
Wealth Management, Series 7, Investments, Mutual Funds, Retirement Planning, Series 63
Education
University of Hartford 1980 — 1984
BS, Accounting
Wells Fargo Advisors, LLC First Vice President - Wealth ManagementSmith BarneyJanuary 1993 - February 2009
Skills
Wealth Management, Series 7, Investments, Mutual Funds, Retirement Planning, Series 63
Education
University of Hartford 1980 — 1984
BS, Accounting
Hank Krakover's Wells Fargo Advisors, LLC Experience January 1999 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 1999 - Present
Education
University of Colorado at Boulder
Bachelor of Science
Wells Fargo Advisors, LLC January 1999 - Present
Education
University of Colorado at Boulder
Bachelor of Science
Courtney Raney, CFP ®'s Wells Fargo Advisors, LLC Experience January 2012 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2012 - Present
Wells Fargo Advisors, LLC January 2011 - December 2011
San Diego County Health and Human Services January 2010 - May 2010
Skills
Customer Service, Investment Planning, Financial Analysis, Investments, Tactical Asset..., Retirement Planning, Relationship Management, Training, Event Planning, Public Speaking, Marketing, PowerPoint, Access, Microsoft Excel, Outlook, Microsoft Office, Banking, Microsoft Word, Social Media, Mortgage Lending, Loans, Data Entry
Education
University of Idaho 2006 — 2010
B.S., Justice Studies
University of Idaho 2006 — 2010
B.S. Education, School and Community Health Education
Wells Fargo Advisors, LLC January 2012 - Present
Wells Fargo Advisors, LLC January 2011 - December 2011
San Diego County Health and Human Services January 2010 - May 2010
Skills
Customer Service, Investment Planning, Financial Analysis, Investments, Tactical Asset..., Retirement Planning, Relationship Management, Training, Event Planning, Public Speaking, Marketing, PowerPoint, Access, Microsoft Excel, Outlook, Microsoft Office, Banking, Microsoft Word, Social Media, Mortgage Lending, Loans, Data Entry
Education
University of Idaho 2006 — 2010
B.S., Justice Studies
University of Idaho 2006 — 2010
B.S. Education, School and Community Health Education
Arnold Tom's Wells Fargo Advisors, LLC Experience July 2008 - Present
Job Senior Finanacial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2008 - Present
U S Bank February 1968 - March 1983
Education
University of Cincinnati College of Business 1963 — 1967
BBA, Marketing and Finance
Wells Fargo Advisors, LLC July 2008 - Present
U S Bank February 1968 - March 1983
Education
University of Cincinnati College of Business 1963 — 1967
BBA, Marketing and Finance
Diana Casteel's Wells Fargo Advisors, LLC Experience November 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2013 - Present
Ameriprise Financial Services, Inc July 2010 - July 2013
Education
University of Colorado at Boulder 1999 — 2003
Bachelor's degree, Marketing
Wells Fargo Advisors, LLC November 2013 - Present
Ameriprise Financial Services, Inc July 2010 - July 2013
Education
University of Colorado at Boulder 1999 — 2003
Bachelor's degree, Marketing
ROBBIE BRUST's Wells Fargo Advisors, LLC Experience
Job FIRST VICE PRESIDENT INVESTMENTS at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC
Skills
Investments, Financial Analysis, Insurance, Certified Public...
Education
University of Florida 1981 — 1986
BS, ACCOUNTING
WELLS FARGO ADVISORS, LLC
Skills
Investments, Financial Analysis, Insurance, Certified Public...
Education
University of Florida 1981 — 1986
BS, ACCOUNTING
David Posey's Wells Fargo Advisors, LLC Experience April 2003 - Present
Job Regional Brokerage Manager @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2003 - Present
Skills
Investments, Insurance, Credit, Retirement Planning, Finance, Management, Marketing, New Business Development, Mutual Funds, Sales, Wealth Planning, Portfolio Analysis, Portfolio Construction
Education
University of Florida 1973 — 1978
BSBA, Business Administration
Wells Fargo Advisors, LLC April 2003 - Present
Skills
Investments, Insurance, Credit, Retirement Planning, Finance, Management, Marketing, New Business Development, Mutual Funds, Sales, Wealth Planning, Portfolio Analysis, Portfolio Construction
Education
University of Florida 1973 — 1978
BSBA, Business Administration
Kris Heide's Wells Fargo Advisors, LLC Experience July 1998 - Present
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 1998 - Present
Skills
Securities, Customer Service, Investments, Microsoft Excel, Mutual Funds, Microsoft Office, 401k, Retirement Planning, Risk Management, Team Leadership, Strategic Planning, Project Management, Account Management, Retirement, Insurance, Process Improvement, Team Building, Microsoft Word, Program Management, Asset Allocation, Operations Management, Business Analysis, Finance, Financial Analysis, Outlook, PowerPoint
Education
University of Indianapolis 2011 — 2015
Wells Fargo Advisors, LLC July 1998 - Present
Skills
Securities, Customer Service, Investments, Microsoft Excel, Mutual Funds, Microsoft Office, 401k, Retirement Planning, Risk Management, Team Leadership, Strategic Planning, Project Management, Account Management, Retirement, Insurance, Process Improvement, Team Building, Microsoft Word, Program Management, Asset Allocation, Operations Management, Business Analysis, Finance, Financial Analysis, Outlook, PowerPoint
Education
University of Indianapolis 2011 — 2015
Eileen Padierne Garcia, CFP®'s Wells Fargo Advisors, LLC Experience October 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2004 - Present
Skills
Retirement, Investments, Retirement Planning, Bilingual-Spanish, Wealth Management..., Investment Planning
Education
University of Florida 1997 — 2000
Our Lady of Lourdes Academy
Wells Fargo Advisors, LLC October 2004 - Present
Skills
Retirement, Investments, Retirement Planning, Bilingual-Spanish, Wealth Management..., Investment Planning
Education
University of Florida 1997 — 2000
Our Lady of Lourdes Academy
Linda Zenunovic's Wells Fargo Advisors, LLC Experience May 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2011 - Present
Merrill Lynch 2007 - 2009
American Century Investments 1999 - 2005
Morgan Stanley 1989 - 1999
Waterhouse Securities, Inc 1985 - 1989
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Wells Fargo Advisors, LLC May 2011 - Present
Merrill Lynch 2007 - 2009
American Century Investments 1999 - 2005
Morgan Stanley 1989 - 1999
Waterhouse Securities, Inc 1985 - 1989
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Robert O'Dea, CFP®'s Wells Fargo Advisors, LLC Experience June 2004 - Present
Job Senior Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2004 - Present
Education
The University of Connecticut 1987 — 1991
Bachelor of Science (BS)
Wells Fargo Advisors, LLC June 2004 - Present
Education
The University of Connecticut 1987 — 1991
Bachelor of Science (BS)
Andrew Bury's Wells Fargo Advisors, LLC Experience January 2005 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2005 - Present
Morgan Stanley February 1984 - January 2005
Education
University of Illinois at Chicago 1974 — 1976
Bachelor of Business Administration (BBA), Marketing/Finance
Wells Fargo Advisors, LLC January 2005 - Present
Morgan Stanley February 1984 - January 2005
Education
University of Illinois at Chicago 1974 — 1976
Bachelor of Business Administration (BBA), Marketing/Finance
Peter Dales's Wells Fargo Advisors, LLC Experience October 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2006 - Present
Education
University of Illinois at Urbana-Champaign 1992 — 1994
Master of Business Administration (M.B.A.)
University of Notre Dame 1985 — 1989
Bachelor’s Degree, Business Administration
Wells Fargo Advisors, LLC October 2006 - Present
Education
University of Illinois at Urbana-Champaign 1992 — 1994
Master of Business Administration (M.B.A.)
University of Notre Dame 1985 — 1989
Bachelor’s Degree, Business Administration
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America