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),
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Wells Fargo Advisors, LLC Employees
Employee
Years
Job
Industry
Richard L. Jay, CRPS® Richard L. Jay, CRPS®'s Wells Fargo Advisors, LLC Experience 2009 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities, LLC. 2003 - 2009
Prudential Securities, Inc. 1994 - 2003
Skills
Investments, Retirement, Finance, Retirement Planning, Financial Services, Asset Allocation, Sales Management, Investment Strategies, Financial Advisory, Account Management, Small Business, Investment Planning
Education
College of Financial Planning 2001 — 2002
University of Nevada-Reno 1979 — 1984
B.S., Economics
Holds FINRA Series 7, 63 Registrations
State of Nevada
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities, LLC. 2003 - 2009
Prudential Securities, Inc. 1994 - 2003
Skills
Investments, Retirement, Finance, Retirement Planning, Financial Services, Asset Allocation, Sales Management, Investment Strategies, Financial Advisory, Account Management, Small Business, Investment Planning
Education
College of Financial Planning 2001 — 2002
University of Nevada-Reno 1979 — 1984
B.S., Economics
Holds FINRA Series 7, 63 Registrations
State of Nevada
Hollis Nyden Hollis Nyden's Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Private Wealth Advisor at Price Financial Group
Industry Financial Services
Experience
Price Financial Group January 2015 - Present
Wells Fargo Advisors LLC October 2013 - Present
Enterprise Rent-A-Car June 2001 - May 2013
Skills
Risk Management, Business Planning, Financial Services, Retirement Planning, Financial Advisory, 401k Rollovers, Asset Allocation, Fixed Income, Investment Strategies, Tax Efficiency
Education
University of North Carolina at Wilmington 1997 — 1999
BA, Marketing
Price Financial Group January 2015 - Present
Wells Fargo Advisors LLC October 2013 - Present
Enterprise Rent-A-Car June 2001 - May 2013
Skills
Risk Management, Business Planning, Financial Services, Retirement Planning, Financial Advisory, 401k Rollovers, Asset Allocation, Fixed Income, Investment Strategies, Tax Efficiency
Education
University of North Carolina at Wilmington 1997 — 1999
BA, Marketing
Savannah Long Savannah Long's Wells Fargo Advisors, LLC Experience March 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2013 - Present
Morgan Stanley October 2010 - March 2013
Owner GM Sports, LLC and Head Coach of the Philadelphia Force in the NPF May 2009 - August 2009
Skills
Retirement Planning
Education
University of Oklahoma 2004 — 2009
Bachelor of Arts (BA), Sociology
Midwest City High School 2001 — 2004
Wells Fargo Advisors, LLC March 2013 - Present
Morgan Stanley October 2010 - March 2013
Owner GM Sports, LLC and Head Coach of the Philadelphia Force in the NPF May 2009 - August 2009
Skills
Retirement Planning
Education
University of Oklahoma 2004 — 2009
Bachelor of Arts (BA), Sociology
Midwest City High School 2001 — 2004
Fernando Constantino Fernando Constantino's Wells Fargo Advisors, LLC Experience September 2010 - March 2012
Job Yep
Industry Automotive
Experience
Tesla Motors February 2014 - Present
MINI of Stevens Creek August 2012 - January 2014
Wells Fargo Advisors, LLC September 2010 - March 2012
Panera Bread January 2009 - August 2010
Skills
Customer Satisfaction, Finance, Customer Service, Team Building, Management, New Business Development, Business Development, Asset Management, Retail, Insurance
Education
University of Nevada-Las Vegas 2003 — 2008
BA, Economics
Palo Verde High School 1999 — 2003
Tesla Motors February 2014 - Present
MINI of Stevens Creek August 2012 - January 2014
Wells Fargo Advisors, LLC September 2010 - March 2012
Panera Bread January 2009 - August 2010
Skills
Customer Satisfaction, Finance, Customer Service, Team Building, Management, New Business Development, Business Development, Asset Management, Retail, Insurance
Education
University of Nevada-Las Vegas 2003 — 2008
BA, Economics
Palo Verde High School 1999 — 2003
Cal Herman's Wells Fargo Advisors, LLC Experience August 1981 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 1981 - Present
Wells Fargo Advisors, LLC August 1981 - Present
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Finance, Retirement, Tactical Asset..., Invest Planning, Tax Efficient Strategies, Retirement Income, 401(K) Rollovers, Public Speaking, Team Building, Management, Contract Negotiation, Marketing, Risk Management
Education
University of New Orleans
Bachelor of Science (BS), General Business Administration
Wells Fargo Advisors August 1981 - Present
Wells Fargo Advisors, LLC August 1981 - Present
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Finance, Retirement, Tactical Asset..., Invest Planning, Tax Efficient Strategies, Retirement Income, 401(K) Rollovers, Public Speaking, Team Building, Management, Contract Negotiation, Marketing, Risk Management
Education
University of New Orleans
Bachelor of Science (BS), General Business Administration
Jeff Coble Jeff Coble's Wells Fargo Advisors, LLC Experience December 1999 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 1999 - Present
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Investments, Investment Advisory, Mutual Funds, Asset Allocation, Uniform Combined State..., Financial Analysis, Strategic Financial..., Securities
Education
University of North Carolina at Asheville 1994 — 1999
BS, Marketing Management and Designation in Economics
Wells Fargo Advisors, LLC December 1999 - Present
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Investments, Investment Advisory, Mutual Funds, Asset Allocation, Uniform Combined State..., Financial Analysis, Strategic Financial..., Securities
Education
University of North Carolina at Asheville 1994 — 1999
BS, Marketing Management and Designation in Economics
William R Henning William R Henning's Wells Fargo Advisors, LLC Experience 1993 - Present
Job Financial Advisor Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1993 - Present
Piper Jaffray July 1987 - January 1993
E.F. Hutton January 1983 - July 1987
Skills
Investments, Insurance, Financial Services, Finance, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Investment Advisory, Retirement, Income, Tax Free Income, Retirement Income, Customer Service, Risk Management
Education
The University of Montana 1976 — 1980
Bachelor of Arts (B.A.), Philosophy / Economics
Wells Fargo Advisors, LLC 1993 - Present
Piper Jaffray July 1987 - January 1993
E.F. Hutton January 1983 - July 1987
Skills
Investments, Insurance, Financial Services, Finance, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Investment Advisory, Retirement, Income, Tax Free Income, Retirement Income, Customer Service, Risk Management
Education
The University of Montana 1976 — 1980
Bachelor of Arts (B.A.), Philosophy / Economics
Christopher Foy CFP® Christopher Foy CFP®'s Wells Fargo Advisors, LLC Experience June 2002 - Present
Job First Vice President Invesment Officer
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2002 - Present
Skills
Investments, Customer Service, Strategic Planning, Retirement Planning, Mutual Funds, Securities, Social Media Marketing, Online Marketing, SEO, Email Marketing, Market Research, Process Improvement
Education
University of Oregon
Bachelor's Degree, Political Science
Wells Fargo Advisors, LLC June 2002 - Present
Skills
Investments, Customer Service, Strategic Planning, Retirement Planning, Mutual Funds, Securities, Social Media Marketing, Online Marketing, SEO, Email Marketing, Market Research, Process Improvement
Education
University of Oregon
Bachelor's Degree, Political Science
Neal D. Sachs, MBA, AIF® Neal D. Sachs, MBA, AIF®'s Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Financial Advisor, Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
HRD Network 2009 - 2015
HRD Network 2009 - 2015
Citigroup/Smith Barney 2002 - 2009
Bear Stearns 1995 - 2002
Skills
401k, Asset Allocation, Best Practices, Bonds, Credit Union Fixed..., Credit Union Retirement..., Defined Benefit Pension..., Financial Advisory, Financial Reporting, Fixed Income Strategies, Investment Policy..., Independent Financial..., Investments, Investment Education, Investment Planning, Investment Strategies, Mutual Funds, Retirement, Retirement Planning, Retirement Plan..., Retirement Savings, Risk Management, Self-Insured Group Plans, Qualified Retirement..., Financial Analysis
Education
University of San Diego 1980 — 1982
Master of Business Administration (MBA), Finance
University of Oregon 1976 — 1978
Bachelor of Science (B.S.), Economics
Willamette University 1974 — 1976
Wells Fargo Advisors, LLC February 2009 - Present
HRD Network 2009 - 2015
HRD Network 2009 - 2015
Citigroup/Smith Barney 2002 - 2009
Bear Stearns 1995 - 2002
Skills
401k, Asset Allocation, Best Practices, Bonds, Credit Union Fixed..., Credit Union Retirement..., Defined Benefit Pension..., Financial Advisory, Financial Reporting, Fixed Income Strategies, Investment Policy..., Independent Financial..., Investments, Investment Education, Investment Planning, Investment Strategies, Mutual Funds, Retirement, Retirement Planning, Retirement Plan..., Retirement Savings, Risk Management, Self-Insured Group Plans, Qualified Retirement..., Financial Analysis
Education
University of San Diego 1980 — 1982
Master of Business Administration (MBA), Finance
University of Oregon 1976 — 1978
Bachelor of Science (B.S.), Economics
Willamette University 1974 — 1976
Samantha B. Link's Wells Fargo Advisors, LLC Experience June 2011 - July 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
Wells Fargo Advisors January 2015 - July 2015
Wells Fargo Advisors July 2014 - January 2015
Wells Fargo Advisors, LLC June 2011 - July 2014
Wells Fargo Advisors, LLC April 2010 - May 2011
Wells Fargo Advisors, LLC November 2008 - April 2010
Wells Fargo Advisors, LLC August 2007 - November 2008
Skills
Asset Allocation, Investments, Microsoft Office, Financial Services, Securities, Financial Analysis, Analysis, DTC, Euroclear, Equities, Training, SmartStation, Portfolio Insight, Wisdom, OpsFails, BETA Mainframe, Blackbird, CusipWeb, SmartTrack, Local Market Settlements, Risk Management
Education
University of North Carolina at Wilmington 2003 — 2007
Bachelor of Arts, Political Science; International Affairs; Environmental Studies
TD Ameritrade July 2015 - Present
Wells Fargo Advisors January 2015 - July 2015
Wells Fargo Advisors July 2014 - January 2015
Wells Fargo Advisors, LLC June 2011 - July 2014
Wells Fargo Advisors, LLC April 2010 - May 2011
Wells Fargo Advisors, LLC November 2008 - April 2010
Wells Fargo Advisors, LLC August 2007 - November 2008
Skills
Asset Allocation, Investments, Microsoft Office, Financial Services, Securities, Financial Analysis, Analysis, DTC, Euroclear, Equities, Training, SmartStation, Portfolio Insight, Wisdom, OpsFails, BETA Mainframe, Blackbird, CusipWeb, SmartTrack, Local Market Settlements, Risk Management
Education
University of North Carolina at Wilmington 2003 — 2007
Bachelor of Arts, Political Science; International Affairs; Environmental Studies
Marc Beshany Marc Beshany's Wells Fargo Advisors, LLC Experience January 1991 - Present
Job Managing Director at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 1991 - Present
Prudential Securities 1991 - 2003
Skills
New business development, Relationship management, Training & development, Compliance
Education
University of North Carolina at Chapel Hill
Bachelor of Business Administration (BBA)
Wells Fargo Advisors, LLC January 1991 - Present
Prudential Securities 1991 - 2003
Skills
New business development, Relationship management, Training & development, Compliance
Education
University of North Carolina at Chapel Hill
Bachelor of Business Administration (BBA)
Kip Harris Kip Harris's Wells Fargo Advisors, LLC Experience February 1995 - Present
Job First Vice President Investments at Capitol Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 1995 - Present
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Asset Allocation
Education
University of Oklahoma 1987 — 1991
Wells Fargo Advisors, LLC February 1995 - Present
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Asset Allocation
Education
University of Oklahoma 1987 — 1991
Chelsea Wells Chelsea Wells's Wells Fargo Advisors, LLC Experience 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2012 - Present
Wells Fargo Advisors, LLC 2007 - 2012
Skills
Strategic Financial..., Financial Analysis, Public Speaking, Life Insurance, Loans, Retirement Planning, Investment Strategies, Financial Services, Stock Analysis, Investments, Relationship Management, Stocks, ETFs, Mutual Funds, 529 Plans, Securities, Customer Service, Leadership, Community Outreach
Education
The University of Montana
Bachelor of Science (BS) in Business Administration, Finance, With Honors
Wells Fargo Advisors, LLC 2012 - Present
Wells Fargo Advisors, LLC 2007 - 2012
Skills
Strategic Financial..., Financial Analysis, Public Speaking, Life Insurance, Loans, Retirement Planning, Investment Strategies, Financial Services, Stock Analysis, Investments, Relationship Management, Stocks, ETFs, Mutual Funds, 529 Plans, Securities, Customer Service, Leadership, Community Outreach
Education
The University of Montana
Bachelor of Science (BS) in Business Administration, Finance, With Honors
Jeff LeClair Jeff LeClair's Wells Fargo Advisors, LLC Experience October 1998 - Present
Job Senior Financial Advisor, Managing Director Investments; Senior Institutional Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 1998 - Present
Skills
Investments, Retirement Planning, Wealth, Management, ETFs, Alternative Investments, Finance, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
Northfield Mount Hermon School
Wells Fargo Advisors, LLC October 1998 - Present
Skills
Investments, Retirement Planning, Wealth, Management, ETFs, Alternative Investments, Finance, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
Northfield Mount Hermon School
Marvin Clark Marvin Clark's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Divisional Information Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2010 - Present
Skills
Financial Services, Process Improvement, Strategy, Strategic Planning, Management, Business Analysis, Securities, SDLC, Vendor Management, Mutual Funds, Wealth Management, Risk Management, Asset Managment, Portfolio Management, Investments, Budgets, IT Strategy, Insurance
Education
University of Northern Colorado 1986 — 1991
Bachelor of Business Administration (BBA)
Wells Fargo Advisors, LLC January 2010 - Present
Skills
Financial Services, Process Improvement, Strategy, Strategic Planning, Management, Business Analysis, Securities, SDLC, Vendor Management, Mutual Funds, Wealth Management, Risk Management, Asset Managment, Portfolio Management, Investments, Budgets, IT Strategy, Insurance
Education
University of Northern Colorado 1986 — 1991
Bachelor of Business Administration (BBA)
Debra Rosenfeld's Wells Fargo Advisors, LLC Experience April 2005 - July 2013
Job Senior Organizational Effectiveness Consultant at Darton Group
Industry Financial Services
Experience
Darton Group June 2014 - Present
SunTrust Mortgage July 2013 - March 2014
Wells Fargo Advisors, LLC April 2005 - July 2013
Philip Morris USA 2000 - 2004
Altria 2000 - 2004
Caliper 1997 - 1999
Skills
Succession Planning, Performance Management, Change Management, Organizational Design, Talent Management, Organizational..., Leadership Development, Onboarding, Organizational..., Employee Engagement, Process Improvement, Workforce Planning, Talent Acquisition, Employee Relations, Deferred Compensation
Education
Hahnemann University 1993 — 1995
M.S., Organizational Behavior Studies, Magna cum laude
University of Pennsylvania 1978 — 1981
Bachelor of Arts (B.A.), History, Cum Laude
Darton Group June 2014 - Present
SunTrust Mortgage July 2013 - March 2014
Wells Fargo Advisors, LLC April 2005 - July 2013
Philip Morris USA 2000 - 2004
Altria 2000 - 2004
Caliper 1997 - 1999
Skills
Succession Planning, Performance Management, Change Management, Organizational Design, Talent Management, Organizational..., Leadership Development, Onboarding, Organizational..., Employee Engagement, Process Improvement, Workforce Planning, Talent Acquisition, Employee Relations, Deferred Compensation
Education
Hahnemann University 1993 — 1995
M.S., Organizational Behavior Studies, Magna cum laude
University of Pennsylvania 1978 — 1981
Bachelor of Arts (B.A.), History, Cum Laude
David H. Mathews David H. Mathews's Wells Fargo Advisors, LLC Experience 2005 - Present
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2005 - Present
Advest, LLC 1995 - 2005
Smith Barney 1990 - 1995
Alex Brown 1985 - 1990
Ernst & Young 1981 - 1985
Bank of Virginia 1975 - 1979
Skills
Investments, Retirement Planning, Finance, Wealth Management, Retirement, Financial Services, Management, Public Speaking
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
Washington and Lee University
Bachelor of Science (BS), Business Administration
Wells Fargo Advisors, LLC 2005 - Present
Advest, LLC 1995 - 2005
Smith Barney 1990 - 1995
Alex Brown 1985 - 1990
Ernst & Young 1981 - 1985
Bank of Virginia 1975 - 1979
Skills
Investments, Retirement Planning, Finance, Wealth Management, Retirement, Financial Services, Management, Public Speaking
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
Washington and Lee University
Bachelor of Science (BS), Business Administration
Robert Benton's Wells Fargo Advisors, LLC Experience December 2005 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors. LLC December 2005 - Present
Morgan Stanley August 1997 - December 2005
Skills
Investments, Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Alternative Investments, Retirement, Investment Strategies
Education
University of North Carolina at Chapel Hill 1987 — 1992
Bachelor of Arts (B.A.), English
Wells Fargo Advisors. LLC December 2005 - Present
Morgan Stanley August 1997 - December 2005
Skills
Investments, Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Alternative Investments, Retirement, Investment Strategies
Education
University of North Carolina at Chapel Hill 1987 — 1992
Bachelor of Arts (B.A.), English
Miriam Cavanaugh's Wells Fargo Advisors, LLC Experience January 1994 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 1994 - Present
Skills
Retirement Planning, Strategic Planning, Securities
Education
University of Northern Colorado 1973 — 1977
Bachelor of Arts (BA), Economics and Mathematics
Brandywine High School 1970 — 1973
Forwood
Forwood
Wells Fargo Advisors, LLC January 1994 - Present
Skills
Retirement Planning, Strategic Planning, Securities
Education
University of Northern Colorado 1973 — 1977
Bachelor of Arts (BA), Economics and Mathematics
Brandywine High School 1970 — 1973
Forwood
Forwood
Reed Gerth Reed Gerth's Wells Fargo Advisors, LLC Experience 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2013 - Present
Edward Jones 2008 - 2013
CitiFinancial 2006 - 2008
Ford Motor Credit Company 1988 - 2006
Skills
Relationship Management, Investment Strategies, Retirement Planning, Financial Analysis, Asset Allocation, Risk Management, Insurance, 401k Rollovers, Investment planning
Education
University of Montana 1983 — 1987
BBA, Finance, Management, Economics Minor
Wells Fargo Advisors, LLC 2013 - Present
Edward Jones 2008 - 2013
CitiFinancial 2006 - 2008
Ford Motor Credit Company 1988 - 2006
Skills
Relationship Management, Investment Strategies, Retirement Planning, Financial Analysis, Asset Allocation, Risk Management, Insurance, 401k Rollovers, Investment planning
Education
University of Montana 1983 — 1987
BBA, Finance, Management, Economics Minor
Richard Wilhelmi, CFP® Richard Wilhelmi, CFP®'s Wells Fargo Advisors, LLC Experience 2006 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2006 - Present
Piper Jaffray & Company 2004 - 2006
U.S. Bancorp Piper Jaffray 1998 - 2004
Education
University of Oregon 1973 — 1977
B.S., Geography
Beaverton High School
Wells Fargo Advisors, LLC 2006 - Present
Piper Jaffray & Company 2004 - 2006
U.S. Bancorp Piper Jaffray 1998 - 2004
Education
University of Oregon 1973 — 1977
B.S., Geography
Beaverton High School
Ronald W. Anderson Jr Ronald W. Anderson Jr's Wells Fargo Advisors, LLC Experience January 2009 - May 2015
Job Financial Advisor │Managing Director & President at Plan A Wealth Management
Industry Financial Services
Experience
Plan A Wealth Management May 2015 - Present
Wells Fargo Advisors, LLC January 2009 - May 2015
A.G. Edwards & Sons, Inc./Wachovia Securities July 2006 - December 2008
Piper Jaffray February 2001 - July 2006
Skills
Investments, Retirement Planning, Asset Allocation, Insurance, Strategic Planning, Leadership, Financial Advisory, Management, Retirement, Finance, Financial Analysis, Fixed Annuities, Investment Strategies, Marketing Strategy, Investment Planning, 401k Rollovers, Retirement Savings
Education
University of Nebraska-Lincoln 1987 — 1992
Bachelors, Business Administration
Plan A Wealth Management May 2015 - Present
Wells Fargo Advisors, LLC January 2009 - May 2015
A.G. Edwards & Sons, Inc./Wachovia Securities July 2006 - December 2008
Piper Jaffray February 2001 - July 2006
Skills
Investments, Retirement Planning, Asset Allocation, Insurance, Strategic Planning, Leadership, Financial Advisory, Management, Retirement, Finance, Financial Analysis, Fixed Annuities, Investment Strategies, Marketing Strategy, Investment Planning, 401k Rollovers, Retirement Savings
Education
University of Nebraska-Lincoln 1987 — 1992
Bachelors, Business Administration
Bernie Franko Bernie Franko's Wells Fargo Advisors, LLC Experience January 2002 - November 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Wells Fargo Advisors, LLC January 2002 - November 2014
Edward Jones January 1998 - December 2001
Skills
Retirement Planning, Wealth Management, Budgets, Finance, Estate Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Financial Advisory
Education
University of North Carolina at Chapel Hill 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Edward Jones November 2014 - Present
Wells Fargo Advisors, LLC January 2002 - November 2014
Edward Jones January 1998 - December 2001
Skills
Retirement Planning, Wealth Management, Budgets, Finance, Estate Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Financial Advisory
Education
University of North Carolina at Chapel Hill 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
SHARON DOSS's Wells Fargo Advisors, LLC Experience September 2001 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC September 2001 - Present
Education
University of North Carolina at Greensboro 1981 — 1983
Master of Arts (MA), Teacher Education and Professional Development, Home Economics
University of North Carolina at Greensboro 1977 — 1981
Home Economics, Teacher Education
Wells Fargo Advisors LLC September 2001 - Present
Education
University of North Carolina at Greensboro 1981 — 1983
Master of Arts (MA), Teacher Education and Professional Development, Home Economics
University of North Carolina at Greensboro 1977 — 1981
Home Economics, Teacher Education
Deborah Tustin Deborah Tustin's Wells Fargo Advisors, LLC Experience February 2012 - December 2013
Job Financial Executive ► Relationship Manager ♦ Business Developer ♦ Community Organizer ♦ Game Changer
Industry Financial Services
Experience
Tustin Consulting December 2013 - Present
Horsham Township January 2010 - Present
Wells Fargo Advisors, LLC February 2012 - December 2013
Carolina Capital Markets 2009 - 2012
The Gwynedd Company 2007 - 2009
St. Mary Magdalene Church 1985 - 2000
Provident Bank 1988 - 1989
E.F. Hutton 1987 - 1988
The Chase Manhattan Bank 1983 - 1987
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Asset Allocation, 401k, Fixed Income, Financial Analysis, Financial Advisory, Management, Retirement, Leadership, Mutual Funds, Asset Management, Strategic Planning, Series 7, Wealth Management, Investment Strategies, Variable Annuities, Equities, Financial Services, Sales, New Business Development, Trading, Fixed Annuities, Investment Advisory, ETFs, Risk Assessment, Bonds, Research, Insurance, Stocks, Pensions, Risk Management, Relationship Management, Customer Service, Capital Markets, Retirement Plan..., Sales Management, Investment Management, Marketing Strategy, Financial Reporting, Budgets, Project Management, Alternative Investments, Institutional Relations, Series 66, Employee Benefits, Team Management, Financial & Operational...
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (BBA), Finance, Marketing, Management
Tustin Consulting December 2013 - Present
Horsham Township January 2010 - Present
Wells Fargo Advisors, LLC February 2012 - December 2013
Carolina Capital Markets 2009 - 2012
The Gwynedd Company 2007 - 2009
St. Mary Magdalene Church 1985 - 2000
Provident Bank 1988 - 1989
E.F. Hutton 1987 - 1988
The Chase Manhattan Bank 1983 - 1987
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Asset Allocation, 401k, Fixed Income, Financial Analysis, Financial Advisory, Management, Retirement, Leadership, Mutual Funds, Asset Management, Strategic Planning, Series 7, Wealth Management, Investment Strategies, Variable Annuities, Equities, Financial Services, Sales, New Business Development, Trading, Fixed Annuities, Investment Advisory, ETFs, Risk Assessment, Bonds, Research, Insurance, Stocks, Pensions, Risk Management, Relationship Management, Customer Service, Capital Markets, Retirement Plan..., Sales Management, Investment Management, Marketing Strategy, Financial Reporting, Budgets, Project Management, Alternative Investments, Institutional Relations, Series 66, Employee Benefits, Team Management, Financial & Operational...
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (BBA), Finance, Marketing, Management
Robert Aiken's Wells Fargo Advisors, LLC Experience October 1997 - Present
Job Managing DirectorInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 1997 - Present
Skills
Financial Advisory, Securities, Investment Strategies, Financial Services, Investments, Strategy, Series 63
Education
University of North Carolina at Charlotte 1987 — 1992
Bachelor of Business Administration (B.B.A.) Bachelor of Arts Economics, Finance, General
Wells Fargo Advisors, LLC October 1997 - Present
Skills
Financial Advisory, Securities, Investment Strategies, Financial Services, Investments, Strategy, Series 63
Education
University of North Carolina at Charlotte 1987 — 1992
Bachelor of Business Administration (B.B.A.) Bachelor of Arts Economics, Finance, General
Justin Carlson Justin Carlson's Wells Fargo Advisors, LLC Experience June 2007 - March 2012
Job Investment Consultant at SMITH HAYES Financial Services
Industry Financial Services
Experience
SMITH HAYES Financial Services March 2012 - Present
Wells Fargo Advisors, LLC June 2007 - March 2012
State Farm Insurance January 1998 - June 2007
Skills
Retirement Planning, 401k Rollovers, Stocks, Mutual Funds, Bonds, Municipal Bonds, Variable Annuities, College Savings Plans, Life Insurance, Investments, Asset Management, Portfolio Management, Fixed Annuities, Securities, Finance, Series 7, Retirement, Series 63, FINRA, Financial Services, Wealth Management, IRAs, 401k, Estate Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Planners, Financial Advisory, Insurance, Financial Planning
Education
University of Nebraska-Lincoln 1993 — 1997
B.S., Business
SMITH HAYES Financial Services March 2012 - Present
Wells Fargo Advisors, LLC June 2007 - March 2012
State Farm Insurance January 1998 - June 2007
Skills
Retirement Planning, 401k Rollovers, Stocks, Mutual Funds, Bonds, Municipal Bonds, Variable Annuities, College Savings Plans, Life Insurance, Investments, Asset Management, Portfolio Management, Fixed Annuities, Securities, Finance, Series 7, Retirement, Series 63, FINRA, Financial Services, Wealth Management, IRAs, 401k, Estate Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Planners, Financial Advisory, Insurance, Financial Planning
Education
University of Nebraska-Lincoln 1993 — 1997
B.S., Business
Jill Schmieding's Wells Fargo Advisors, LLC Experience December 2011 - April 2014
Job Director of Operations at Ryan Financial Inc.
Industry Financial Services
Experience
Ryan Financial Inc. May 2014 - Present
Wells Fargo Advisors, LLC December 2011 - April 2014
RBC Wealth Management April 2006 - September 2011
Skills
Interpersonal..., Interpersonal Skills, Customer Service, Series 7, Leadership, Training, Organization, Building Relationships, Office Administration, Social Skills, Time Management, PowerPoint, Communication, Interviews, Fixed Annuities, Strategic Planning, Insurance, Microsoft Word, Microsoft Excel, Money Management
Education
University of Nebraska-Lincoln 1999 — 2004
Bachelor of Science (B.S.), Business Management
Ryan Financial Inc. May 2014 - Present
Wells Fargo Advisors, LLC December 2011 - April 2014
RBC Wealth Management April 2006 - September 2011
Skills
Interpersonal..., Interpersonal Skills, Customer Service, Series 7, Leadership, Training, Organization, Building Relationships, Office Administration, Social Skills, Time Management, PowerPoint, Communication, Interviews, Fixed Annuities, Strategic Planning, Insurance, Microsoft Word, Microsoft Excel, Money Management
Education
University of Nebraska-Lincoln 1999 — 2004
Bachelor of Science (B.S.), Business Management
Daniel Giraldo Daniel Giraldo's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Trading Service Representative at Wells Fargo Advisors, LLC / Finanical Services
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
Wells Fargo Advisors, LLC May 2010 - October 2011
Wells Fargo Advisors, LLC July 2008 - May 2010
Wells Fargo Advisors, LLC April 2007 - July 2008
Skills
Investments, Finance, Banking, Fixed Income, Securities, Trading, Options, Retirement, Equities, Mutual Funds, Financial Services, Series 7, Series 63, Wealth Management
Education
University of North Carolina at Charlotte 2008 — 2010
Finance, General
University of Phoenix
Bachelor's Degree, Bachelor of Science in Business Finance
Wells Fargo Advisors, LLC October 2011 - Present
Wells Fargo Advisors, LLC May 2010 - October 2011
Wells Fargo Advisors, LLC July 2008 - May 2010
Wells Fargo Advisors, LLC April 2007 - July 2008
Skills
Investments, Finance, Banking, Fixed Income, Securities, Trading, Options, Retirement, Equities, Mutual Funds, Financial Services, Series 7, Series 63, Wealth Management
Education
University of North Carolina at Charlotte 2008 — 2010
Finance, General
University of Phoenix
Bachelor's Degree, Bachelor of Science in Business Finance
Lou Walsh, CFA Lou Walsh, CFA's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Managing Director Investments, Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
UBS Financial Services August 2002 - July 2013
Alex Brown March 1996 - August 2002
Independent Life and Accident July 1984 - March 1996
Skills
Investments, Asset Allocation, Retirement Plan..., Securities, Mutual Funds, Retirement Planning, Invesment Planning, Wealth Preservation..., Alternative Investments, Financial Analysis, Equities, Leadership, Private Equity, Retirement, Fixed Income, Financial Modeling, 401k
Education
University of Notre Dame 1980 — 1984
BBA, Business and Computers
Institute of Chartered Financial Analysts 1989 — 1992
CFA, Investments
University of North Florida 1986 — 1988
MBA, Business/Finance
Wells Fargo Advisors, LLC July 2013 - Present
UBS Financial Services August 2002 - July 2013
Alex Brown March 1996 - August 2002
Independent Life and Accident July 1984 - March 1996
Skills
Investments, Asset Allocation, Retirement Plan..., Securities, Mutual Funds, Retirement Planning, Invesment Planning, Wealth Preservation..., Alternative Investments, Financial Analysis, Equities, Leadership, Private Equity, Retirement, Fixed Income, Financial Modeling, 401k
Education
University of Notre Dame 1980 — 1984
BBA, Business and Computers
Institute of Chartered Financial Analysts 1989 — 1992
CFA, Investments
University of North Florida 1986 — 1988
MBA, Business/Finance
Matthew Thiel Matthew Thiel's Wells Fargo Advisors, LLC Experience June 1999 - Present
Job First Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 1999 - Present
Skills
Investments, Wealth Management..., High Net Worth..., Personal Finance, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Portfolio Management, Alternative Investments, Investment Strategies, Fixed Income, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
University of Notre Dame 1986 — 1990
Bachelor of Science (BS), Electrical and Computer Engineering
Wells Fargo Advisors, LLC June 1999 - Present
Skills
Investments, Wealth Management..., High Net Worth..., Personal Finance, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Portfolio Management, Alternative Investments, Investment Strategies, Fixed Income, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
University of Notre Dame 1986 — 1990
Bachelor of Science (BS), Electrical and Computer Engineering
Robert Macaulay Robert Macaulay's Wells Fargo Advisors, LLC Experience September 1997 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1997 - Present
Smith Barney June 1992 - September 1997
Merrill Lynch February 1989 - June 1992
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Investment Management, Financial Markets, Securities, Wealth Management, Series 7, Investment Strategies, Mutual Funds, Wealth Management..., Investment Advisory, Asset Allocation, Series 63, Mergers & Acquisitions, Asset Management, Alternative Investments, Financial Planning, Financial Services
Education
University of Pennsylvania 1985 — 1988
BBA, Finance
Lower Moreland High School 1980 — 1984
Wells Fargo Advisors, LLC September 1997 - Present
Smith Barney June 1992 - September 1997
Merrill Lynch February 1989 - June 1992
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Investment Management, Financial Markets, Securities, Wealth Management, Series 7, Investment Strategies, Mutual Funds, Wealth Management..., Investment Advisory, Asset Allocation, Series 63, Mergers & Acquisitions, Asset Management, Alternative Investments, Financial Planning, Financial Services
Education
University of Pennsylvania 1985 — 1988
BBA, Finance
Lower Moreland High School 1980 — 1984
Vance Barrett Vance Barrett's Wells Fargo Advisors, LLC Experience May 2014 - Present
Job Control Specialist, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
Wells Fargo Advisors, LLC September 2013 - May 2014
SunTrust December 2011 - August 2013
Wells Fargo Private Bank/Wachovia Wealth Management 2005 - 2011
Wachovia Securities 2002 - 2005
UBS 1999 - 2002
Skills
Financial Services, Mutual Funds, Life Insurance, Long Term Care Insurance
Education
UNC Chapel Hill
Wells Fargo Advisors, LLC May 2014 - Present
Wells Fargo Advisors, LLC September 2013 - May 2014
SunTrust December 2011 - August 2013
Wells Fargo Private Bank/Wachovia Wealth Management 2005 - 2011
Wachovia Securities 2002 - 2005
UBS 1999 - 2002
Skills
Financial Services, Mutual Funds, Life Insurance, Long Term Care Insurance
Education
UNC Chapel Hill
Roger W. Tabor, PRP Roger W. Tabor, PRP's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities LLC July 2003 - May 2009
Prudential Securities May 1991 - June 2003
Dain Bosworth Inc. May 1985 - May 1991
Skills
Investments, Asset Allocation, Investment Strategies, Retirement Planning, Mutual Funds, Financial Advisory, Portfolio Management, 401k, Fixed Annuities, Alternative Investments, Asset Management, IRAs, Equities, Fixed Income
Education
University of Nevada-Las Vegas 1976 — 1984
Financial Planning and Services
Bishop Gorman High School 1972 — 1976
College Preparatory
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities LLC July 2003 - May 2009
Prudential Securities May 1991 - June 2003
Dain Bosworth Inc. May 1985 - May 1991
Skills
Investments, Asset Allocation, Investment Strategies, Retirement Planning, Mutual Funds, Financial Advisory, Portfolio Management, 401k, Fixed Annuities, Alternative Investments, Asset Management, IRAs, Equities, Fixed Income
Education
University of Nevada-Las Vegas 1976 — 1984
Financial Planning and Services
Bishop Gorman High School 1972 — 1976
College Preparatory
Clint Rickett, MBA, CFP® Clint Rickett, MBA, CFP®'s Wells Fargo Advisors, LLC Experience 2005 - Present
Job Financial Advisor | Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2005 - Present
Merrill Lynch January 2003 - January 2005
KeyBank January 2000 - January 2003
Citi June 1997 - December 1999
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Fixed Annuities, Estate Planning, Management, Insurance, Small Business, Employee Benefits, Sales, Mutual Funds, Variable Annuities, Pensions, Human Resources, Independent Financial..., Social Security, Stress Management, Fiduciary, Long Term Care Insurance
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2002
MBA, Business - Banking & Finance
University of Mount Union 1993 — 1997
BA, Business
Mapleton 1990 — 1993
Wells Fargo Advisors, LLC 2005 - Present
Merrill Lynch January 2003 - January 2005
KeyBank January 2000 - January 2003
Citi June 1997 - December 1999
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Fixed Annuities, Estate Planning, Management, Insurance, Small Business, Employee Benefits, Sales, Mutual Funds, Variable Annuities, Pensions, Human Resources, Independent Financial..., Social Security, Stress Management, Fiduciary, Long Term Care Insurance
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2002
MBA, Business - Banking & Finance
University of Mount Union 1993 — 1997
BA, Business
Mapleton 1990 — 1993
Jason Hoofnagle, CFP® Jason Hoofnagle, CFP®'s Wells Fargo Advisors, LLC Experience August 2012 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Smith Barney July 2003 - August 2012
Merrill Lynch October 1999 - June 2003
Skills
Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Portfolio Management, Retirement Planning, Investment Advisory, Investment Strategies, Securities, ETFs, 401k
Education
University of North Texas 1992 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Advisors, LLC August 2012 - Present
Morgan Stanley Smith Barney July 2003 - August 2012
Merrill Lynch October 1999 - June 2003
Skills
Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Portfolio Management, Retirement Planning, Investment Advisory, Investment Strategies, Securities, ETFs, 401k
Education
University of North Texas 1992 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Matt Kunz's Wells Fargo Advisors, LLC Experience August 2008 - May 2012
Job Financial Consultant and City Councilman in Milton, GA
Industry Financial Services
Experience
Signal Securities April 2012 - Present
City of Milton, GA 2012 - Present
Wells Fargo Advisors, LLC August 2008 - May 2012
Kunz Football June 2006 - August 2008
Pestban of Georgia November 2005 - August 2008
DHL Express April 2001 - November 2005
Jordan Industries August 1998 - August 2000
Skills
Financial Services, Retirement Planning, Small Business, Business Development, Sales, Strategic Planning, Insurance, Project Management, Sales Management, New Business Development, Account Management, Negotiation, Financial Analysis, Budgets, Marketing, Customer Service, Microsoft Office, Forecasting, Marketing Strategy, Investments, Finance, Leadership, Training, Strategy, Team Building, Public Speaking, Management, Contract Negotiation
Education
University of Notre Dame 1994 — 1998
BA, American Studies
Bishop Gorman High School 1990 — 1994
Signal Securities April 2012 - Present
City of Milton, GA 2012 - Present
Wells Fargo Advisors, LLC August 2008 - May 2012
Kunz Football June 2006 - August 2008
Pestban of Georgia November 2005 - August 2008
DHL Express April 2001 - November 2005
Jordan Industries August 1998 - August 2000
Skills
Financial Services, Retirement Planning, Small Business, Business Development, Sales, Strategic Planning, Insurance, Project Management, Sales Management, New Business Development, Account Management, Negotiation, Financial Analysis, Budgets, Marketing, Customer Service, Microsoft Office, Forecasting, Marketing Strategy, Investments, Finance, Leadership, Training, Strategy, Team Building, Public Speaking, Management, Contract Negotiation
Education
University of Notre Dame 1994 — 1998
BA, American Studies
Bishop Gorman High School 1990 — 1994
Chris Hathaway Chris Hathaway's Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Financial Advisor, Assistant Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
UBS February 2008 - August 2013
Morgan Stanley August 2001 - February 2008
Skills
Investments, Finance, Generational Planning, Retirement Planning, Financial Planning, Executive Compensation, Business Succession..., Investment Planning, Wealth
Education
University of North Texas 2000 — 2001
Bachelor's Degree, Finance
Wells Fargo Advisors, LLC August 2013 - Present
UBS February 2008 - August 2013
Morgan Stanley August 2001 - February 2008
Skills
Investments, Finance, Generational Planning, Retirement Planning, Financial Planning, Executive Compensation, Business Succession..., Investment Planning, Wealth
Education
University of North Texas 2000 — 2001
Bachelor's Degree, Finance
Stephen Benak Stephen Benak's Wells Fargo Advisors, LLC Experience July 2003 - Present
Job Officer, Administrative Assistant III
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2003 - Present
University of Massachusetts Amherst October 2001 - January 2003
COMMUNITY DEVELOPMENT CORPORATION March 2002 - November 2002
Skills
Investments, Management, Research, Equities, Financial Advisory, Mutual Funds, Retirement, Securities, Asset Allocation, Fixed Income, Small Business, Finance
Education
UNIVERSITY MASSACHUSETTS AT 2000 — 2003
Master of Science Geography, Master's
University of Nebraska at Omaha 1994 — 1998
Bachelors, Geography
Gross High School 1991 — 1994
St Thomas More 1981 — 1991
Wells Fargo Advisors, LLC July 2003 - Present
University of Massachusetts Amherst October 2001 - January 2003
COMMUNITY DEVELOPMENT CORPORATION March 2002 - November 2002
Skills
Investments, Management, Research, Equities, Financial Advisory, Mutual Funds, Retirement, Securities, Asset Allocation, Fixed Income, Small Business, Finance
Education
UNIVERSITY MASSACHUSETTS AT 2000 — 2003
Master of Science Geography, Master's
University of Nebraska at Omaha 1994 — 1998
Bachelors, Geography
Gross High School 1991 — 1994
St Thomas More 1981 — 1991
Harriet White Harriet White's Wells Fargo Advisors, LLC Experience June 1991 - Present
Job Financial Consultant at Davidson Wealth Management of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 1991 - Present
Skills
Relationship Management, Retirement Planning, Retirement Income..., Financial Analysis, Mutual Funds, Investments, Multi-generational..., Business Owner Planning, 401k Rollovers, Estate Planning, Asset Allocation, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business
Business
Wells Fargo Advisors, LLC June 1991 - Present
Skills
Relationship Management, Retirement Planning, Retirement Income..., Financial Analysis, Mutual Funds, Investments, Multi-generational..., Business Owner Planning, 401k Rollovers, Estate Planning, Asset Allocation, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business
Business
Edward Katz, CFP Edward Katz, CFP's Wells Fargo Advisors, LLC Experience August 1994 - Present
Job Managing Director Investment Officer at The Katz Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 1994 - Present
United States Navy May 1989 - March 1993
Skills
Strategic Planning
Education
University of Pennsylvania 1985 — 1989
BA, History
The Lovett School
Wells Fargo Advisors, LLC August 1994 - Present
United States Navy May 1989 - March 1993
Skills
Strategic Planning
Education
University of Pennsylvania 1985 — 1989
BA, History
The Lovett School
Shelley (McDonald) Mauney Shelley (McDonald) Mauney's Wells Fargo Advisors, LLC Experience November 2010 - August 2011
Job Experienced Marketing and Print Procurement Professional
Industry Marketing and Advertising
Experience
Wells Fargo August 2011 - Present
Wells Fargo Advisors, LLC November 2010 - August 2011
Wachovia, A Wells Fargo Company January 2002 - November 2010
Wachovia 2001 - 2002
First Union 1999 - 2001
Skills
Purchasing, Relationship Management, Leadership, Project Management, Management, CRM, Cross-functional Team...
Education
University of North Carolina at Wilmington 1992 — 1996
BS, Marketing
Wells Fargo August 2011 - Present
Wells Fargo Advisors, LLC November 2010 - August 2011
Wachovia, A Wells Fargo Company January 2002 - November 2010
Wachovia 2001 - 2002
First Union 1999 - 2001
Skills
Purchasing, Relationship Management, Leadership, Project Management, Management, CRM, Cross-functional Team...
Education
University of North Carolina at Wilmington 1992 — 1996
BS, Marketing
Derrick E. Frost Derrick E. Frost's Wells Fargo Advisors, LLC Experience July 2011 - April 2013
Job President & CoFounder at ProFusion Financial
Industry Financial Services
Experience
ProFusion Financial April 2013 - Present
Wells Fargo Advisors, LLC July 2011 - April 2013
Fulcrum Securities, LLC January 2010 - July 2011
Green Bay Packers September 2008 - November 2008
Washington Redskins September 2005 - August 2008
Cleveland Browns December 2003 - August 2005
Skills
Asset Management, Investment Advisory, Finance, Securities, Portfolio Management, Estate Planning, Insurance, Asset Protection, Investments, Financial Planning, Disability Insurance, Retirement, Public Speaking
Education
University of Northern Iowa 1999 — 2003
Bachelor, Business Economics
ProFusion Financial April 2013 - Present
Wells Fargo Advisors, LLC July 2011 - April 2013
Fulcrum Securities, LLC January 2010 - July 2011
Green Bay Packers September 2008 - November 2008
Washington Redskins September 2005 - August 2008
Cleveland Browns December 2003 - August 2005
Skills
Asset Management, Investment Advisory, Finance, Securities, Portfolio Management, Estate Planning, Insurance, Asset Protection, Investments, Financial Planning, Disability Insurance, Retirement, Public Speaking
Education
University of Northern Iowa 1999 — 2003
Bachelor, Business Economics
Brian Mitchell, CIMA® Brian Mitchell, CIMA®'s Wells Fargo Advisors, LLC Experience December 2008 - Present
Job First Vice President Investments at Gaberino Carey & Mitchell Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2008 - Present
Sager Financial Group of Wells Fargo Advisors, LLC September 2005 - December 2008
Morgan Stanley September 2001 - August 2005
First Fidelity Bank June 1998 - August 2001
Education
University of Oklahoma - Price College of Business 1997 — 2001
BBA, Finance
University of Pennsylvania - The Wharton School 2013 — 2013
IMCA Certified Investment Management Analyst Program
Wells Fargo Advisors, LLC December 2008 - Present
Sager Financial Group of Wells Fargo Advisors, LLC September 2005 - December 2008
Morgan Stanley September 2001 - August 2005
First Fidelity Bank June 1998 - August 2001
Education
University of Oklahoma - Price College of Business 1997 — 2001
BBA, Finance
University of Pennsylvania - The Wharton School 2013 — 2013
IMCA Certified Investment Management Analyst Program
Michael Callison Michael Callison's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job Program Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC October 2009 - Present
Enterprise Rent-A-Car June 1997 - October 2008
Bryan Cave 1986 - 1997
Education
University of Missouri-Saint Louis 1981 — 1985
BS, Business Administration
Wells Fargo Advisors, LLC October 2009 - Present
Enterprise Rent-A-Car June 1997 - October 2008
Bryan Cave 1986 - 1997
Education
University of Missouri-Saint Louis 1981 — 1985
BS, Business Administration
Michael D. Nunno, CIMA® Michael D. Nunno, CIMA®'s Wells Fargo Advisors, LLC Experience August 2007 - Present
Job Senior Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2007 - Present
UBS Financial Services, Inc. June 2001 - August 2007
Skills
Asset Allocation, Financial Advisory, 401k rollovers, Retirement Planning, Tax Efficient Strategies, Wealth Preservation..., Business owner planning, Concentrated stock..., Deferred compensation, Insurance
Education
University of Pennsylvania 1991 — 1995
BA, Economics
Wells Fargo Advisors, LLC August 2007 - Present
UBS Financial Services, Inc. June 2001 - August 2007
Skills
Asset Allocation, Financial Advisory, 401k rollovers, Retirement Planning, Tax Efficient Strategies, Wealth Preservation..., Business owner planning, Concentrated stock..., Deferred compensation, Insurance
Education
University of Pennsylvania 1991 — 1995
BA, Economics
Sharon Gerlach CLU, ChFC's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job Vice President, Complex Administration Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
Wells Fargo Advisors, LLC July 2012 - November 2012
Northwestern Mutual March 2006 - July 2012
Education
University of Montana 1995 — 1999
Finance, Business / Finance
Wells Fargo Advisors, LLC November 2012 - Present
Wells Fargo Advisors, LLC July 2012 - November 2012
Northwestern Mutual March 2006 - July 2012
Education
University of Montana 1995 — 1999
Finance, Business / Finance
Roderick D. Adams Jr's Wells Fargo Advisors, LLC Experience December 1989 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 1989 - Present
Education
University of North Carolina at Chapel Hill
Bachelor of Arts
Wells Fargo Advisors, LLC December 1989 - Present
Education
University of North Carolina at Chapel Hill
Bachelor of Arts
Nicole Lolich Nicole Lolich's Wells Fargo Advisors, LLC Experience October 2007 - November 2009
Job Registered Client Service Associate at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Advisors, LLC October 2007 - November 2009
Bank of America November 2002 - October 2007
Education
University of Oregon 1998 — 2002
BS, Psychology, Computer Information Technology
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Advisors, LLC October 2007 - November 2009
Bank of America November 2002 - October 2007
Education
University of Oregon 1998 — 2002
BS, Psychology, Computer Information Technology
Wayne S. Babst Wayne S. Babst's Wells Fargo Advisors, LLC Experience September 2006 - Present
Job Financial Advisor. Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2006 - Present
Mercantile Bank 2002 - 2006
Wachovia Securities Financial Network 1999 - 2002
First Securities USA 1995 - 1999
Skills
Retirement Planning, Investments, Series 63
Education
University of Nebraska-Lincoln 1984 — 1992
B.A., Finance
Bellevue West High School 1981 — 1984
Wells Fargo Advisors, LLC September 2006 - Present
Mercantile Bank 2002 - 2006
Wachovia Securities Financial Network 1999 - 2002
First Securities USA 1995 - 1999
Skills
Retirement Planning, Investments, Series 63
Education
University of Nebraska-Lincoln 1984 — 1992
B.A., Finance
Bellevue West High School 1981 — 1984
Thomas Everts Thomas Everts's Wells Fargo Advisors, LLC Experience June 1998 - August 2013
Job USAA
Industry Financial Services
Experience
USAA August 2013 - Present
Wells Fargo Advisors, LLC June 1998 - August 2013
Bell Ford September 1994 - June 1998
Pressed4Time Mobil Dry Cleaning Services June 1991 - August 1994
Marriott Hotels January 1981 - July 1991
Marriott In-Flite Catering February 1977 - December 1980
Skills
Retirement Planning, Investments, Sales Operations, Time Management, Finance, Customer Service, Financial Analysis, Budgets, Strategic Planning, Sales, Leadership, Customer Satisfaction, Team Building, Sales Management, Insurance, Forecasting, Hotels, Hospitality, Small Business
Education
University of Nevada-Las Vegas 1976 — 1980
Bachelor of Science (BS), Hotel Administration
Del Norte High School - Albuquerque New Mexico 1974 — 1976
general studies
USAA August 2013 - Present
Wells Fargo Advisors, LLC June 1998 - August 2013
Bell Ford September 1994 - June 1998
Pressed4Time Mobil Dry Cleaning Services June 1991 - August 1994
Marriott Hotels January 1981 - July 1991
Marriott In-Flite Catering February 1977 - December 1980
Skills
Retirement Planning, Investments, Sales Operations, Time Management, Finance, Customer Service, Financial Analysis, Budgets, Strategic Planning, Sales, Leadership, Customer Satisfaction, Team Building, Sales Management, Insurance, Forecasting, Hotels, Hospitality, Small Business
Education
University of Nevada-Las Vegas 1976 — 1980
Bachelor of Science (BS), Hotel Administration
Del Norte High School - Albuquerque New Mexico 1974 — 1976
general studies
Bryan Remer Bryan Remer's Wells Fargo Advisors, LLC Experience August 2005 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2005 - Present
Morgan Stanley Dean Witter March 1975 - August 2005
US Navy June 1966 - January 1972
Education
University of North Carolina at Chapel Hill 1962 — 1966
Bachelor of Arts, English
Taft School 1958 — 1962
Wells Fargo Advisors, LLC August 2005 - Present
Morgan Stanley Dean Witter March 1975 - August 2005
US Navy June 1966 - January 1972
Education
University of North Carolina at Chapel Hill 1962 — 1966
Bachelor of Arts, English
Taft School 1958 — 1962
Vicki Pelich Vicki Pelich's Wells Fargo Advisors, LLC Experience March 2008 - November 2013
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Cheetah Learning/Inspired Eagle November 2013 - July 2014
Wells Fargo Advisors, LLC March 2008 - November 2013
Johnson Bixby & Associates, LLC June 2006 - November 2007
Charles Schwab April 1995 - April 2001
Skills
Investments, Securities, Financial Services, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Equities, Financial Advisory, Finance, Trading, Financial Markets, Insurance
Education
University of Oregon 2001 — 2004
BS, Economics
University of Southern California 1986 — 1989
BA, Sports Management/Journalism
Cheetah Learning/Inspired Eagle November 2013 - July 2014
Wells Fargo Advisors, LLC March 2008 - November 2013
Johnson Bixby & Associates, LLC June 2006 - November 2007
Charles Schwab April 1995 - April 2001
Skills
Investments, Securities, Financial Services, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Equities, Financial Advisory, Finance, Trading, Financial Markets, Insurance
Education
University of Oregon 2001 — 2004
BS, Economics
University of Southern California 1986 — 1989
BA, Sports Management/Journalism
Paul Ippolito's Wells Fargo Advisors, LLC Experience August 2006 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2006 - Present
Skills
Investments, Retirement Planning, Finance, Financial Services, Retirement, Mutual Funds, Securities, Financial Advisory, Strategic Planning
Education
University of New Orleans
Bachelors, Business Administration
Wells Fargo Advisors, LLC August 2006 - Present
Skills
Investments, Retirement Planning, Finance, Financial Services, Retirement, Mutual Funds, Securities, Financial Advisory, Strategic Planning
Education
University of New Orleans
Bachelors, Business Administration
Kimberly Elliott, CRPC®'s Wells Fargo Advisors, LLC Experience September 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2008 - Present
Women's Power Networking September 2009 - November 2012
Enterprise Holdings, Inc. November 1999 - July 2008
Mayflower Seafood Restaurant February 1993 - October 1999
Skills
Retirement Planning, Investments, Insurance, Retirement, Customer Service, Public Speaking, Sales, Financial Advisory, Investment Strategies, Cold Calling, Income Distribution, Coaching
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA, Psychology
North Stokes Jr./Sr. High School 1989 — 1995
HS Diploma
Wells Fargo Advisors, LLC September 2008 - Present
Women's Power Networking September 2009 - November 2012
Enterprise Holdings, Inc. November 1999 - July 2008
Mayflower Seafood Restaurant February 1993 - October 1999
Skills
Retirement Planning, Investments, Insurance, Retirement, Customer Service, Public Speaking, Sales, Financial Advisory, Investment Strategies, Cold Calling, Income Distribution, Coaching
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA, Psychology
North Stokes Jr./Sr. High School 1989 — 1995
HS Diploma
Bruce R. Arnett, CPWA's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job Senior Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2015 - Present
BB&T Scott & Stringfellow 2004 - 2014
Alex Brown & Sons 1987 - 2002
Education
University of North Carolina at Chapel Hill 1970 — 1974
BS
Wells Fargo Advisors, LLC January 2015 - Present
BB&T Scott & Stringfellow 2004 - 2014
Alex Brown & Sons 1987 - 2002
Education
University of North Carolina at Chapel Hill 1970 — 1974
BS
Scott Lauritzen Scott Lauritzen's Wells Fargo Advisors, LLC Experience February 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2012 - Present
Wells Fargo Advisors November 2010 - February 2012
Carroll Financial April 2010 - October 2010
Ameriprise Financial June 2007 - March 2010
Skills
Retirement Planning, Finance, Investments, Mutual Funds, Asset Allocation, Retirement, Insurance, Securities, 401k, Financial Analysis, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Finance / Accounting
Wells Fargo Advisors, LLC February 2012 - Present
Wells Fargo Advisors November 2010 - February 2012
Carroll Financial April 2010 - October 2010
Ameriprise Financial June 2007 - March 2010
Skills
Retirement Planning, Finance, Investments, Mutual Funds, Asset Allocation, Retirement, Insurance, Securities, 401k, Financial Analysis, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
Finance / Accounting
Daniel Dodderidge, RICP® Daniel Dodderidge, RICP®'s Wells Fargo Advisors, LLC Experience November 2010 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2010 - Present
Healing Communities Network September 2013 - Present
Morgan Stanley Smith Barney November 1999 - October 2010
The ADVERTISING Club of New York May 1985 - April 2000
BBDO Worldwide July 1995 - October 1999
Grey Group March 1989 - June 1995
Griffin Bacal Advertising November 1986 - February 1989
Dancer Fitzgerald Sample August 1983 - November 1985
Skills
Investments, Retirement Planning, Strategic Financial..., Licensed Life Insurance..., Mortgage Lending, Estate Planning, Long-term Care, Asset Protection, 401k, Public Speaking, Making a Mean Spaghetti...
Education
University of Oregon 1979 — 1983
BS
Wells Fargo Advisors, LLC November 2010 - Present
Healing Communities Network September 2013 - Present
Morgan Stanley Smith Barney November 1999 - October 2010
The ADVERTISING Club of New York May 1985 - April 2000
BBDO Worldwide July 1995 - October 1999
Grey Group March 1989 - June 1995
Griffin Bacal Advertising November 1986 - February 1989
Dancer Fitzgerald Sample August 1983 - November 1985
Skills
Investments, Retirement Planning, Strategic Financial..., Licensed Life Insurance..., Mortgage Lending, Estate Planning, Long-term Care, Asset Protection, 401k, Public Speaking, Making a Mean Spaghetti...
Education
University of Oregon 1979 — 1983
BS
Philip Natale Philip Natale'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
Merrill Lynch January 2011 - October 2013
Wells Fargo February 2007 - January 2011
Education
University of Nevada-Las Vegas 2006 — 2010
Bachelor's Degree, Economics
Wells Fargo Advisors LLC October 2013 - Present
Merrill Lynch January 2011 - October 2013
Wells Fargo February 2007 - January 2011
Education
University of Nevada-Las Vegas 2006 — 2010
Bachelor's Degree, Economics
Susan M Voelkel Susan M Voelkel's Wells Fargo Advisors, LLC Experience June 2009 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2009 - Present
Morgan Stanley Smith Barney August 2000 - June 2009
Skills
Retirement Planning, Retirement Plan..., 401k Rollovers, Investment Planning, Tax-Efficient Strategies, Asset Allocation, Strategic Planning, Insurance
Education
University of Northern Colorado 1970 — 1974
Bachelor of Education (B.Ed.)
Wells Fargo Advisors, LLC June 2009 - Present
Morgan Stanley Smith Barney August 2000 - June 2009
Skills
Retirement Planning, Retirement Plan..., 401k Rollovers, Investment Planning, Tax-Efficient Strategies, Asset Allocation, Strategic Planning, Insurance
Education
University of Northern Colorado 1970 — 1974
Bachelor of Education (B.Ed.)
Lauren Bedor Lauren Bedor's Wells Fargo Advisors, LLC Experience April 2012 - January 2014
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. January 2014 - Present
Wells Fargo Advisors, LLC April 2012 - January 2014
Investment Management Group September 2010 - April 2012
Cantina Laredo January 2008 - July 2010
Skills
Retirement Planning, Asset Allocation, Series 7, Microsoft Office, Financial Advisory
Education
University of North Florida 2006 — 2010
Bachelor of Business Administration (BBA), International Business
Melbourne Central Catholic 2002 — 2006
Benjamin F. Edwards & Co. January 2014 - Present
Wells Fargo Advisors, LLC April 2012 - January 2014
Investment Management Group September 2010 - April 2012
Cantina Laredo January 2008 - July 2010
Skills
Retirement Planning, Asset Allocation, Series 7, Microsoft Office, Financial Advisory
Education
University of North Florida 2006 — 2010
Bachelor of Business Administration (BBA), International Business
Melbourne Central Catholic 2002 — 2006
Robert (Bob) Peyton, CIMA® Robert (Bob) Peyton, CIMA®'s Wells Fargo Advisors, LLC Experience February 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Robert J. Peyton, Attorney at Law September 1978 - July 1987
Skills
Investments, Asset Allocation, Securities, Investment Strategies, Equities, Mutual Funds, Financial Services, Insurance, Alternative Investments, Financial Modeling, Retirement Planning, Finance, Fixed Income
Education
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA, Business
University of the Pacific - McGeorge School of Law 1975 — 1978
JD, Law
University of Nevada-Reno 1971 — 1974
BA, Political Science, Economics
Wells Fargo Advisors, LLC February 2009 - Present
Robert J. Peyton, Attorney at Law September 1978 - July 1987
Skills
Investments, Asset Allocation, Securities, Investment Strategies, Equities, Mutual Funds, Financial Services, Insurance, Alternative Investments, Financial Modeling, Retirement Planning, Finance, Fixed Income
Education
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA, Business
University of the Pacific - McGeorge School of Law 1975 — 1978
JD, Law
University of Nevada-Reno 1971 — 1974
BA, Political Science, Economics
Siamak Vazeen's Wells Fargo Advisors, LLC Experience September 2013 - April 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2015 - Present
TD Ameritrade April 2014 - September 2015
Wells Fargo Advisors, LLC September 2013 - April 2014
Fifth Third Bank July 2012 - September 2013
Northwestern Mutual June 2011 - July 2012
Skills
Investments, Consultative Sales..., Asset Management, Portfolio Management, Asset Allocation, Business Development, Retirement, Sales, Life Insurance, Microsoft Office, Credit, Small Business Lending, Commercial Lending, Loans, Series 63, Retirement Planning, Mutual Funds, Insurance, Finance, Series 7, series 66
Education
University of North Carolina at Greensboro 2005 — 2009
Providence Day School 1997 — 2005
TD Ameritrade September 2015 - Present
TD Ameritrade April 2014 - September 2015
Wells Fargo Advisors, LLC September 2013 - April 2014
Fifth Third Bank July 2012 - September 2013
Northwestern Mutual June 2011 - July 2012
Skills
Investments, Consultative Sales..., Asset Management, Portfolio Management, Asset Allocation, Business Development, Retirement, Sales, Life Insurance, Microsoft Office, Credit, Small Business Lending, Commercial Lending, Loans, Series 63, Retirement Planning, Mutual Funds, Insurance, Finance, Series 7, series 66
Education
University of North Carolina at Greensboro 2005 — 2009
Providence Day School 1997 — 2005
Cory Bruce Cory Bruce's Wells Fargo Advisors, LLC Experience September 1998 - Present
Job Senior Financial Advisor First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1998 - Present
Wells Fargo April 1996 - September 1998
Skills
Retirement Planning, Asset Allocation, Board of Directors, Volunteering, Relationship Management, Investment Strategies, 401k Rollovers, investment planning
Education
University of Montana 1989 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Circle High School 1986 — 1989
Wells Fargo Advisors, LLC September 1998 - Present
Wells Fargo April 1996 - September 1998
Skills
Retirement Planning, Asset Allocation, Board of Directors, Volunteering, Relationship Management, Investment Strategies, 401k Rollovers, investment planning
Education
University of Montana 1989 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Circle High School 1986 — 1989
Ellen Riley Thompson Ellen Riley Thompson's Wells Fargo Advisors, LLC Experience November 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Education
University of North Texas 2009 — 2013
Bachelor of Arts (B.A.), Rhetoric and Composition
Wells Fargo Advisors, LLC November 2014 - Present
Education
University of North Texas 2009 — 2013
Bachelor of Arts (B.A.), Rhetoric and Composition
Bobby O'Brian Bobby O'Brian's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2015 - Present
The Regency Group of Wells Fargo Advisors, LLC. August 2009 - April 2015
Citi Smith Barney June 2006 - August 2009
Skills
Financial Services, Retirement Planning, Asset Allocation, 401(k) Rollovers, Estate Investment..., Risk Management
Education
University of Nebraska at Omaha 2005 — 2009
Bachelor of Science in Business Adminstration (BSBA), Majored in Business Finance, Banking and Investment Science & Portfolio Management
Wells Fargo Advisors, LLC April 2015 - Present
The Regency Group of Wells Fargo Advisors, LLC. August 2009 - April 2015
Citi Smith Barney June 2006 - August 2009
Skills
Financial Services, Retirement Planning, Asset Allocation, 401(k) Rollovers, Estate Investment..., Risk Management
Education
University of Nebraska at Omaha 2005 — 2009
Bachelor of Science in Business Adminstration (BSBA), Majored in Business Finance, Banking and Investment Science & Portfolio Management
Jerry C. Meyerle, CFP® Jerry C. Meyerle, CFP®'s Wells Fargo Advisors, LLC Experience October 2013 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
UBS Financial Servies, Inc. October 1992 - September 2013
First National Bank of McCook August 1984 - October 1992
Skills
Investments, Retirement Planning, Asset Allocation, Financial Planning, Securities
Education
University of Nebraska-Lincoln 1980 — 1984
Bachelor of Science (B.S.), Agricultural Economics
Wells Fargo Advisors, LLC October 2013 - Present
UBS Financial Servies, Inc. October 1992 - September 2013
First National Bank of McCook August 1984 - October 1992
Skills
Investments, Retirement Planning, Asset Allocation, Financial Planning, Securities
Education
University of Nebraska-Lincoln 1980 — 1984
Bachelor of Science (B.S.), Agricultural Economics
Carl Gravina's Wells Fargo Advisors, LLC Experience September 2001 - Present
Job Managing DirectorInvestments Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC September 2001 - Present
Beth Millwork December 1998 - June 2001
Princeton Forest Products January 1998 - November 1998
Stride Rite 1983 - 1997
Skills
Investments, Wealth Management, Retirement Planning, Securities, Financial Analysis, Asset Allocation, Retirement, Financial Advisory, Financial Modeling, Management, Public Speaking, Financial Planning
Education
University of New Hampshire - Whittemore School of Business and Economics 1976 — 1980
BS
belmont high 1972 — 1976
Wells Fargo Advisors LLC September 2001 - Present
Beth Millwork December 1998 - June 2001
Princeton Forest Products January 1998 - November 1998
Stride Rite 1983 - 1997
Skills
Investments, Wealth Management, Retirement Planning, Securities, Financial Analysis, Asset Allocation, Retirement, Financial Advisory, Financial Modeling, Management, Public Speaking, Financial Planning
Education
University of New Hampshire - Whittemore School of Business and Economics 1976 — 1980
BS
belmont high 1972 — 1976
William Hadley William Hadley's Wells Fargo Advisors, LLC Experience September 1989 - Present
Job Senior Vice PresidentInvestments Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC September 1989 - Present
Skills
Retirement Planning, Asset Allocation, Alternative Investments, Investments, Mutual Funds, Financial Advisory, Retirement, 401k, Securities, Investment Strategies, Fixed Annuities
Education
University of North Carolina at Chapel Hill 1979 — 1984
Wells Fargo Advisors LLC September 1989 - Present
Skills
Retirement Planning, Asset Allocation, Alternative Investments, Investments, Mutual Funds, Financial Advisory, Retirement, 401k, Securities, Investment Strategies, Fixed Annuities
Education
University of North Carolina at Chapel Hill 1979 — 1984
Ryan Marchi Ryan Marchi's Wells Fargo Advisors, LLC Experience September 2009 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC September 2009 - Present
Surfcamp Inc. May 2007 - Present
Merrill Lynch September 2008 - May 2009
Skills
Investments, Microsoft Excel, Portfolio Management, Uniform Combined State..., Customer Service, Series 7, Series 65, Series 63, Sales, Mutual Funds
Education
University of North Carolina at Wilmington 2006 — 2010
Economics & Finance
Wells Fargo Advisors LLC September 2009 - Present
Surfcamp Inc. May 2007 - Present
Merrill Lynch September 2008 - May 2009
Skills
Investments, Microsoft Excel, Portfolio Management, Uniform Combined State..., Customer Service, Series 7, Series 65, Series 63, Sales, Mutual Funds
Education
University of North Carolina at Wilmington 2006 — 2010
Economics & Finance
Michael Jablonski Michael Jablonski's Wells Fargo Advisors, LLC Experience January 1996 - Present
Job Manager for eBrokerage Support at Wells Fargo Advisors
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC January 1996 - Present
Skills
SDLC, Requirements Analysis, Requirements Gathering, Project Portfolio..., MS Project, Project Delivery, Agile Methodologies, SharePoint, Business Process..., Business Requirements, Integration, Agile Project Management, User Acceptance Testing, Testing, Quality Assurance
Education
University of Missouri-Saint Louis
BS Information Systems
WELLS FARGO ADVISORS, LLC January 1996 - Present
Skills
SDLC, Requirements Analysis, Requirements Gathering, Project Portfolio..., MS Project, Project Delivery, Agile Methodologies, SharePoint, Business Process..., Business Requirements, Integration, Agile Project Management, User Acceptance Testing, Testing, Quality Assurance
Education
University of Missouri-Saint Louis
BS Information Systems
Ann (Xinhui) Wu Ann (Xinhui) Wu's Wells Fargo Advisors, LLC Experience January 2013 - September 2014
Job Experienced professional in asset management and financial services.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - September 2014
UBS Securities Co., Ltd January 2007 - September 2008
Citi May 2005 - December 2006
Citi November 2001 - May 2005
Skills
Asset Allocation, Financial Analysis, Fixed Income Strategies, Investment Strategies, Risk Management, Wealth Management
Education
University of Northern Virginia 2005 — 2006
MBA, Business Administration
Wells Fargo Advisors, LLC January 2013 - September 2014
UBS Securities Co., Ltd January 2007 - September 2008
Citi May 2005 - December 2006
Citi November 2001 - May 2005
Skills
Asset Allocation, Financial Analysis, Fixed Income Strategies, Investment Strategies, Risk Management, Wealth Management
Education
University of Northern Virginia 2005 — 2006
MBA, Business Administration
Troy Greeley Troy Greeley's Wells Fargo Advisors, LLC Experience September 2001 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2001 - Present
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Saving for Education, IRAs, Mutual Funds, Retirement, Asset Allocation, Fixed Annuities, Financial Advisory
Education
University of Nevada-Reno 1990 — 1991
MBA, Finance and Financial Management Services
University of Toledo 1986 — 1990
BBA, Business, Management, Marketing, and Related Support Services
University of Toledo
temperance bedford
temperance bedford
Wells Fargo Advisors, LLC September 2001 - Present
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Saving for Education, IRAs, Mutual Funds, Retirement, Asset Allocation, Fixed Annuities, Financial Advisory
Education
University of Nevada-Reno 1990 — 1991
MBA, Finance and Financial Management Services
University of Toledo 1986 — 1990
BBA, Business, Management, Marketing, and Related Support Services
University of Toledo
temperance bedford
temperance bedford
Joshua Wolverton's Wells Fargo Advisors, LLC Experience August 2012 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC August 2012 - Present
IMG August 2011 - November 2011
University of Oklahoma February 2010 - May 2011
R.K. Pinson & Associates June 2008 - February 2009
Skills
Finance, Investments, Athletics, Strategy, Public Speaking, Sports, Strength Training, Financial Analysis, Financial Modeling, Strategic Planning, PowerPoint, Retirement, Football
Education
University of Oklahoma 2009 — 2011
Adult & Higher Education, Intercollegiate Athletic Administration
University of Oklahoma 2004 — 2008
Bachelor of Arts & Sciences, Sociology
Lawton Eisenhower 2001 — 2003
WELLS FARGO ADVISORS, LLC August 2012 - Present
IMG August 2011 - November 2011
University of Oklahoma February 2010 - May 2011
R.K. Pinson & Associates June 2008 - February 2009
Skills
Finance, Investments, Athletics, Strategy, Public Speaking, Sports, Strength Training, Financial Analysis, Financial Modeling, Strategic Planning, PowerPoint, Retirement, Football
Education
University of Oklahoma 2009 — 2011
Adult & Higher Education, Intercollegiate Athletic Administration
University of Oklahoma 2004 — 2008
Bachelor of Arts & Sciences, Sociology
Lawton Eisenhower 2001 — 2003
Susan Robak Susan Robak's Wells Fargo Advisors, LLC Experience November 2005 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2005 - Present
Smith Barney May 1996 - November 2005
The Gallup Organization 1981 - April 1996
Education
College of Financial Planning, Denver, CO
Masters, Financial Planning
University of Nebraska-Lincoln 1981 — 1984
Bachelors - Business Administration, Accounting
Wells Fargo Advisors, LLC November 2005 - Present
Smith Barney May 1996 - November 2005
The Gallup Organization 1981 - April 1996
Education
College of Financial Planning, Denver, CO
Masters, Financial Planning
University of Nebraska-Lincoln 1981 — 1984
Bachelors - Business Administration, Accounting
Deborah Gardner Deborah Gardner's Wells Fargo Advisors, LLC Experience November 2008 - September 2012
Job Purchasing Mgr.
Industry Textiles
Experience
Mohawk Industries August 2015 - Present
Honda August 2012 - August 2015
Wells Fargo Advisors, LLC November 2008 - September 2012
Pfizer November 1999 - April 2006
Ingersoll Rand January 1997 - November 2000
Computer Science Corporation October 1996 - January 1997
Savannah River Site April 1989 - June 1996
Skills
Financial Modeling, Options, Investments, Strategic Sourcing, Retirement Planning, Vendor Management, Asset Managment, Process Improvement, Leadership, Manufacturing, Supply Management, Six Sigma, Supply Chain, Asset Management, Strategic Planning, Operations Management, Management, Kaizen, Lean Manufacturing, Procurement, Continuous Improvement, Cross-functional Team..., Root Cause Analysis, Value Stream Mapping, Team Leadership, Purchasing, Global Sourcing, Strategy, Contract Negotiation, Budgets, Supply Chain Management, Negotiation, Business Planning, Business Process...
Education
North Georgia College and State University
Bachelor's degree, Marketing
Mohawk Industries August 2015 - Present
Honda August 2012 - August 2015
Wells Fargo Advisors, LLC November 2008 - September 2012
Pfizer November 1999 - April 2006
Ingersoll Rand January 1997 - November 2000
Computer Science Corporation October 1996 - January 1997
Savannah River Site April 1989 - June 1996
Skills
Financial Modeling, Options, Investments, Strategic Sourcing, Retirement Planning, Vendor Management, Asset Managment, Process Improvement, Leadership, Manufacturing, Supply Management, Six Sigma, Supply Chain, Asset Management, Strategic Planning, Operations Management, Management, Kaizen, Lean Manufacturing, Procurement, Continuous Improvement, Cross-functional Team..., Root Cause Analysis, Value Stream Mapping, Team Leadership, Purchasing, Global Sourcing, Strategy, Contract Negotiation, Budgets, Supply Chain Management, Negotiation, Business Planning, Business Process...
Education
North Georgia College and State University
Bachelor's degree, Marketing
Ronald Carter CFP®, ChFC®, CIMA,® CDFA™ Ronald Carter CFP®, ChFC®, CIMA,® CDFA™'s Wells Fargo Advisors, LLC Experience May 2001 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2001 - Present
UBS December 2000 - April 2001
Paine Webber November 1993 - November 2000
Prudential Financial February 1992 - December 1993
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Financial Services, Wealth, Management, Financial Analysis, Trusts, Strategic Planning, Small Business, Marketing, Business Owner Planning, Investment Planning, Wealth Preservation..., Mutual Funds, Retirement, Asset Allocation, Risk Management, Insurance, Securities, Estate Investment...
Education
University of Wisconsin-Stout 1983 — 1987
Bachelor of Science (B.S.)
The American College
Chartered Financial Consultant®, ChFC® designation
University of Pennsylvania - The Wharton School
Investment Management Consultants Association Certified Investment Management Analyst Program, Certified Investment Management Analyst® (CIMA®) designation
Wells Fargo Advisors, LLC May 2001 - Present
UBS December 2000 - April 2001
Paine Webber November 1993 - November 2000
Prudential Financial February 1992 - December 1993
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Financial Services, Wealth, Management, Financial Analysis, Trusts, Strategic Planning, Small Business, Marketing, Business Owner Planning, Investment Planning, Wealth Preservation..., Mutual Funds, Retirement, Asset Allocation, Risk Management, Insurance, Securities, Estate Investment...
Education
University of Wisconsin-Stout 1983 — 1987
Bachelor of Science (B.S.)
The American College
Chartered Financial Consultant®, ChFC® designation
University of Pennsylvania - The Wharton School
Investment Management Consultants Association Certified Investment Management Analyst Program, Certified Investment Management Analyst® (CIMA®) designation
Kevin Bryson Kevin Bryson's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Skills
Estate Investment..., Asset Allocation, Wealth Preservation..., Retirement Planning, 401k Rollovers, Securities, Business Analysis, Finance, Insurance, Fixed Annuities, Series 7, Investments, Uniform Combined State..., Portfolio Management, Life Insurance
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelors of Science, Finance
Wells Fargo Advisors, LLC January 2009 - Present
Skills
Estate Investment..., Asset Allocation, Wealth Preservation..., Retirement Planning, 401k Rollovers, Securities, Business Analysis, Finance, Insurance, Fixed Annuities, Series 7, Investments, Uniform Combined State..., Portfolio Management, Life Insurance
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelors of Science, Finance
Rick Russell, CFP®, CIMA® Rick Russell, CFP®, CIMA®'s Wells Fargo Advisors, LLC Experience March 1988 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 1988 - Present
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Management Consulting
California State University Hayward
MBA-Finance
California State University-San Diego
BS, Business Administration
Wells Fargo Advisors, LLC March 1988 - Present
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Management Consulting
California State University Hayward
MBA-Finance
California State University-San Diego
BS, Business Administration
Cory M. Wessel, AAMS® AWMA® Cory M. Wessel, AAMS® AWMA®'s Wells Fargo Advisors, LLC Experience September 2010 - Present
Job Financial Consultant at Wessel Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2010 - Present
New Orleans Hornets June 2008 - July 2010
Skills
Retirement Planning, Investments, Financial Services, Asset Allocation, Financial Analysis, Financial Modeling, Equities, Fixed Income, Strategic Investment...
Education
University of North Carolina at Chapel Hill 2004 — 2008
Journalism & Public Relations
Fork Union Military Adademy 2002 — 2004
Wells Fargo Advisors, LLC September 2010 - Present
New Orleans Hornets June 2008 - July 2010
Skills
Retirement Planning, Investments, Financial Services, Asset Allocation, Financial Analysis, Financial Modeling, Equities, Fixed Income, Strategic Investment...
Education
University of North Carolina at Chapel Hill 2004 — 2008
Journalism & Public Relations
Fork Union Military Adademy 2002 — 2004
Cynthia (Cindy) Otten's Wells Fargo Advisors, LLC Experience May 2006 - January 2012
Job Union Pacific
Industry Financial Services
Experience
Union Pacific Railroad January 2012 - Present
Sarpy County Safety Council September 2011 - Present
Wells Fargo Advisors, LLC May 2006 - January 2012
Morgan Stanley May 2003 - May 2006
Boys Town 1989 - 1993
Skills
Series 7, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Fixed Annuities, Insurance, Risk Management, Strategic Planning, Mutual Funds, Financial Analysis, Portfolio Management
Education
University of Nebraska-Lincoln 1982 — 1986
Lincoln Senior High School 1979 — 1982
College Prep
Union Pacific Railroad January 2012 - Present
Sarpy County Safety Council September 2011 - Present
Wells Fargo Advisors, LLC May 2006 - January 2012
Morgan Stanley May 2003 - May 2006
Boys Town 1989 - 1993
Skills
Series 7, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Fixed Annuities, Insurance, Risk Management, Strategic Planning, Mutual Funds, Financial Analysis, Portfolio Management
Education
University of Nebraska-Lincoln 1982 — 1986
Lincoln Senior High School 1979 — 1982
College Prep
Brad Sears Brad Sears's Wells Fargo Advisors, LLC Experience February 2012 - Present
Job Regional Brokerage Manager for Wells Fargo Advisors in the Triangle & Eastern NC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2012 - Present
Wells Fargo Advisors January 2008 - January 2012
Skills
Financial Advisory, Mutual Funds, Public Relations, Retirement Planning, Asset Allocation, Investments
Education
University of Pennsylvania
BA
Hershey High School
Wells Fargo Advisors, LLC February 2012 - Present
Wells Fargo Advisors January 2008 - January 2012
Skills
Financial Advisory, Mutual Funds, Public Relations, Retirement Planning, Asset Allocation, Investments
Education
University of Pennsylvania
BA
Hershey High School
Kathy Buck Kathy Buck's Wells Fargo Advisors, LLC Experience January 2010 - July 2010
Job Technology Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2010 - Present
Wells Fargo Advisors, LLC January 2010 - July 2010
Wachovia Securities July 2008 - February 2010
A.G. Edwards & Sons, Inc. June 1998 - June 2008
MasterCard September 1995 - June 1998
Western Union February 1993 - September 1995
AgriBank, FCB 1984 - 1993
Skills
Integration, Requirements Analysis, Program Management, Risk Management, Business Analysis, Testing, Visio, SDLC, Process Improvement, Requirements Gathering, DB2, Strategic Planning, Vendor Management, SharePoint, Leadership, PMP, Change Management, Business Process..., Project Management, Financial Services, Analysis, Software Documentation, Business Requirements, PMO, Cross-functional Team..., Business Intelligence, Project Portfolio..., IT Strategy, MS Project
Education
University of Missouri-Saint Louis
BS Business Administration - Accounting
Wells Fargo Advisors June 2010 - Present
Wells Fargo Advisors, LLC January 2010 - July 2010
Wachovia Securities July 2008 - February 2010
A.G. Edwards & Sons, Inc. June 1998 - June 2008
MasterCard September 1995 - June 1998
Western Union February 1993 - September 1995
AgriBank, FCB 1984 - 1993
Skills
Integration, Requirements Analysis, Program Management, Risk Management, Business Analysis, Testing, Visio, SDLC, Process Improvement, Requirements Gathering, DB2, Strategic Planning, Vendor Management, SharePoint, Leadership, PMP, Change Management, Business Process..., Project Management, Financial Services, Analysis, Software Documentation, Business Requirements, PMO, Cross-functional Team..., Business Intelligence, Project Portfolio..., IT Strategy, MS Project
Education
University of Missouri-Saint Louis
BS Business Administration - Accounting
David Spinar David Spinar's Wells Fargo Advisors, LLC Experience August 2007 - November 2009
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2008 - Present
Wells Fargo Advisors LLC August 2007 - November 2009
Securities America, Inc. August 1996 - August 2007
Education
University of Nebraska College of Law 1993 — 1996
JD, Law
University of Nebraska-Lincoln 1989 — 1993
Bachelor of Science (B.S.), Biology
RBC Wealth Management August 2008 - Present
Wells Fargo Advisors LLC August 2007 - November 2009
Securities America, Inc. August 1996 - August 2007
Education
University of Nebraska College of Law 1993 — 1996
JD, Law
University of Nebraska-Lincoln 1989 — 1993
Bachelor of Science (B.S.), Biology
Nicolas Kelly-Schwartz Nicolas Kelly-Schwartz's Wells Fargo Advisors, LLC Experience August 2011 - September 2013
Job Regional Account Executive at Vendini
Industry Information Technology and Services
Experience
Vendini June 2015 - Present
Evanta September 2013 - December 2014
Hublife June 2011 - 2014
Wells Fargo Advisors, LLC August 2011 - September 2013
Waddell & Reed June 2009 - August 2011
Skills
Investments, Financial Services, Strategy, Portfolio Management, Management, Retirement Planning, Event Planning, Event Management, Asset Allocation, Project Management, Mutual Funds, Finance, Wealth Management, Series 7, Leadership, Insurance, Investment Strategies, IRAs, Estate Planning, Retirement, Financial Planners, Financial Advisory, Financial Analysis, Unit Investment Trusts, Investment Management, 401k, Investment Properties, Alternative Investments, Long Term Care Insurance, Life Insurance, Annuity Sales, ETFs, Stock Management, College Education..., 401k Rollovers, Succession Planning, Bonds, Community Outreach, Investment Advisory, Financial Planning, Communication, Information Technology
Education
University of Oregon 2005 — 2008
BA, International Business
LCC 2001 — 2005
Vendini June 2015 - Present
Evanta September 2013 - December 2014
Hublife June 2011 - 2014
Wells Fargo Advisors, LLC August 2011 - September 2013
Waddell & Reed June 2009 - August 2011
Skills
Investments, Financial Services, Strategy, Portfolio Management, Management, Retirement Planning, Event Planning, Event Management, Asset Allocation, Project Management, Mutual Funds, Finance, Wealth Management, Series 7, Leadership, Insurance, Investment Strategies, IRAs, Estate Planning, Retirement, Financial Planners, Financial Advisory, Financial Analysis, Unit Investment Trusts, Investment Management, 401k, Investment Properties, Alternative Investments, Long Term Care Insurance, Life Insurance, Annuity Sales, ETFs, Stock Management, College Education..., 401k Rollovers, Succession Planning, Bonds, Community Outreach, Investment Advisory, Financial Planning, Communication, Information Technology
Education
University of Oregon 2005 — 2008
BA, International Business
LCC 2001 — 2005
Trey L. Sartin III Trey L. Sartin III's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Associate Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Education
University of North Texas 1988 — 1992
Bachelor of Business Administration, Marketing
Wells Fargo Advisors, LLC 2009 - Present
Education
University of North Texas 1988 — 1992
Bachelor of Business Administration, Marketing
Benjamin Swaney, CFP® Benjamin Swaney, CFP®'s Wells Fargo Advisors, LLC Experience July 2008 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2008 - Present
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.A., Economics
Ravenscroft School 2000 — 2004
Wells Fargo Advisors, LLC July 2008 - Present
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.A., Economics
Ravenscroft School 2000 — 2004
Gregory Hauth's Wells Fargo Advisors, LLC Experience August 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2011 - Present
Save Our Communities August 2000 - September 2013
Morgan Stanley Smith Barney August 2003 - August 2011
CIBC Oppenheimer June 1999 - August 2003
University of Washington June 1989 - June 1999
U.S.Navy May 1983 - June 1988
Skills
Investments, Investment Strategies, Financial Advisory, Insurance, Financial Analysis, Financial Modeling, Asset Allocation, Retirement Planning, Mutual Funds
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Notre Dame 1979 — 1983
BA, Government, Econ
Hanford High School 1976 — 1979
High School diploma
Wells Fargo Advisors, LLC August 2011 - Present
Save Our Communities August 2000 - September 2013
Morgan Stanley Smith Barney August 2003 - August 2011
CIBC Oppenheimer June 1999 - August 2003
University of Washington June 1989 - June 1999
U.S.Navy May 1983 - June 1988
Skills
Investments, Investment Strategies, Financial Advisory, Insurance, Financial Analysis, Financial Modeling, Asset Allocation, Retirement Planning, Mutual Funds
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Notre Dame 1979 — 1983
BA, Government, Econ
Hanford High School 1976 — 1979
High School diploma
Chuck Hillis's Wells Fargo Advisors, LLC Experience 2004 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2004 - Present
Skills
Investments, Equity Research, Finance, Trading, Financial Markets, Equities, Asset Allocation, Alternative Investments, Capital Markets, Corporate Finance, Financial Modeling, US Equities
Education
University of Pennsylvania 1972 — 1976
BS Economics, Finance
Darlington School 1968 — 1972
High School
Wells Fargo Advisors, LLC 2004 - Present
Skills
Investments, Equity Research, Finance, Trading, Financial Markets, Equities, Asset Allocation, Alternative Investments, Capital Markets, Corporate Finance, Financial Modeling, US Equities
Education
University of Pennsylvania 1972 — 1976
BS Economics, Finance
Darlington School 1968 — 1972
High School
Scott D. Rownin's Wells Fargo Advisors, LLC Experience May 2010 - October 2013
Job President at SafeRide, LLC
Industry Consumer Goods
Experience
SafeRide, LLC February 2012 - Present
Wells Fargo Advisors, LLC May 2010 - October 2013
Citi Family Office February 2007 - May 2010
Merrill Lynch March 2004 - February 2007
PricewaterhouseCoopers 1998 - 2001
Skills
Investments, Management, Strategic Planning, Portfolio Management, Leadership, Start-ups, Alternative Investments, Entrepreneurship, Fixed Income, Asset Allocation, Product Development, Strategy, Hedge Funds, Mutual Funds, Asset Management, Series 7, Wealth Management, Series 63, Securities, Equities, Finance, Investment Advisory, Investment Strategies, Investment Management, Product Design, Venture Capital, Mergers & Acquisitions, Private Equity, Retirement Planning, Options, Innovation, Collaboration, Asset Managment
Education
University of Pennsylvania 1993 — 1997
Bachelor of Science in Economics & Bachelor of Science in Engineering, Entrpreneurship & Bioengineering
Ward Melville 1989 — 1993
HS, General
SafeRide, LLC February 2012 - Present
Wells Fargo Advisors, LLC May 2010 - October 2013
Citi Family Office February 2007 - May 2010
Merrill Lynch March 2004 - February 2007
PricewaterhouseCoopers 1998 - 2001
Skills
Investments, Management, Strategic Planning, Portfolio Management, Leadership, Start-ups, Alternative Investments, Entrepreneurship, Fixed Income, Asset Allocation, Product Development, Strategy, Hedge Funds, Mutual Funds, Asset Management, Series 7, Wealth Management, Series 63, Securities, Equities, Finance, Investment Advisory, Investment Strategies, Investment Management, Product Design, Venture Capital, Mergers & Acquisitions, Private Equity, Retirement Planning, Options, Innovation, Collaboration, Asset Managment
Education
University of Pennsylvania 1993 — 1997
Bachelor of Science in Economics & Bachelor of Science in Engineering, Entrpreneurship & Bioengineering
Ward Melville 1989 — 1993
HS, General
William Paxton's Wells Fargo Advisors, LLC Experience February 1998 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 1998 - Present
Gardner Denver June 1987 - January 1998
Gardner Denver 1989 - 1998
General Electric June 1987 - May 1989
Skills
Retirement Planning, Investments, Retirement, Asset Allocation, Financial Advisory, 401k, Bonds, VA, Estate Planning...
Education
University of Nebraska-Lincoln 1982 — 1987
BS, Electrical Engineering, with honors
Wells Fargo Advisors, LLC February 1998 - Present
Gardner Denver June 1987 - January 1998
Gardner Denver 1989 - 1998
General Electric June 1987 - May 1989
Skills
Retirement Planning, Investments, Retirement, Asset Allocation, Financial Advisory, 401k, Bonds, VA, Estate Planning...
Education
University of Nebraska-Lincoln 1982 — 1987
BS, Electrical Engineering, with honors
Brian Borst's Wells Fargo Advisors, LLC Experience January 2000 - Present
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2000 - Present
Skills
Securities, Series 7, Investments, Asset Allocation
Education
University of North Carolina at Wilmington 1997 — 1999
Wells Fargo Advisors, LLC January 2000 - Present
Skills
Securities, Series 7, Investments, Asset Allocation
Education
University of North Carolina at Wilmington 1997 — 1999
Maggi Brown's Wells Fargo Advisors, LLC Experience August 2005 - March 2013
Job Marketing Program Manager AVP at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors LLC August 2005 - March 2013
Deutsche Bank 1999 - 2004
Skills
Series 7, Relationship Management, Wealth Management, Portfolio Management, Sales, Series 63, Marketing, Customer Service, Asset Allocation, Financial Services, Advertising, Management, Strategic Planning, Securities, Marketing Strategy, Marketing Communications, Digital Marketing, Event Planning, Event Management, Online Advertising, Media Planning, Finance, Investment Banking, Retail Brokerage
Education
University of North Carolina at Chapel Hill 1990 — 1994
School of Journalism and Mass Communications - Advertising
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors LLC August 2005 - March 2013
Deutsche Bank 1999 - 2004
Skills
Series 7, Relationship Management, Wealth Management, Portfolio Management, Sales, Series 63, Marketing, Customer Service, Asset Allocation, Financial Services, Advertising, Management, Strategic Planning, Securities, Marketing Strategy, Marketing Communications, Digital Marketing, Event Planning, Event Management, Online Advertising, Media Planning, Finance, Investment Banking, Retail Brokerage
Education
University of North Carolina at Chapel Hill 1990 — 1994
School of Journalism and Mass Communications - Advertising
Steven Runnion's Wells Fargo Advisors, LLC Experience February 2006 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC February 2006 - Present
Legg Mason November 2000 - February 2006
Skills
Investments
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1996
BS, Finance/Economics
Wells Fargo Advisors LLC February 2006 - Present
Legg Mason November 2000 - February 2006
Skills
Investments
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1996
BS, Finance/Economics
Patrick Larson's Wells Fargo Advisors, LLC Experience 2008 - July 2011
Job ETL Developer
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2011 - Present
Wells Fargo Advisors, LLC 2008 - July 2011
A.G. Edwards & Sons, Inc. September 2006 - November 2008
A.G. Edwards & Sons, Inc. March 2005 - July 2007
A.G. Edwards & Sons, Inc. March 2003 - March 2005
A.G. Edwards & Sons, Inc. February 2001 - March 2003
A.G. Edwards & Sons, Inc. June 1997 - January 2001
May Merchandising Company June 1993 - May 1997
Central Hardware Inc. May 1990 - June 1993
A.G. Edwards & Sons, Inc. January 1987 - May 1990
Education
University of Missouri-Saint Louis 1980 — 1985
BSBA, Management Information Systems and Management and Organizational Behavior
Wells Fargo Home Mortgage August 2011 - Present
Wells Fargo Advisors, LLC 2008 - July 2011
A.G. Edwards & Sons, Inc. September 2006 - November 2008
A.G. Edwards & Sons, Inc. March 2005 - July 2007
A.G. Edwards & Sons, Inc. March 2003 - March 2005
A.G. Edwards & Sons, Inc. February 2001 - March 2003
A.G. Edwards & Sons, Inc. June 1997 - January 2001
May Merchandising Company June 1993 - May 1997
Central Hardware Inc. May 1990 - June 1993
A.G. Edwards & Sons, Inc. January 1987 - May 1990
Education
University of Missouri-Saint Louis 1980 — 1985
BSBA, Management Information Systems and Management and Organizational Behavior
Denny Boys, CFP®'s Wells Fargo Advisors, LLC Experience January 2001 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2001 - Present
Skills
Investment Planning, Financial Advisory, Investments, Asset Allocation, Alternative Investments, Fixed Income, Financial Modeling, Asset Management
Education
University of New Hampshire 1991 — 1996
Bachelor of Science (B.S.), Mathematics
Wells Fargo Advisors, LLC January 2001 - Present
Skills
Investment Planning, Financial Advisory, Investments, Asset Allocation, Alternative Investments, Fixed Income, Financial Modeling, Asset Management
Education
University of New Hampshire 1991 — 1996
Bachelor of Science (B.S.), Mathematics
Jeff Dickson's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2009 - Present
Fazio Golf Course Designers, Inc. June 2000 - February 2009
Skills
Investments, Asset Management, Capital Markets, CRM, Equities, Asset Allocation
Education
University of North Carolina at Chapel Hill 1993 — 1997
Wells Fargo Advisors, LLC October 2009 - Present
Fazio Golf Course Designers, Inc. June 2000 - February 2009
Skills
Investments, Asset Management, Capital Markets, CRM, Equities, Asset Allocation
Education
University of North Carolina at Chapel Hill 1993 — 1997
Douglas R. Burns, Jr., CFA's Wells Fargo Advisors, LLC Experience April 2002 - September 2010
Job Investment Adviser at Rockbridge Investment Management
Industry Investment Management
Experience
Rockbridge Investment Management January 2014 - Present
RJR Associates Inc. February 2011 - January 2014
Merrill Lynch September 2010 - February 2011
Wells Fargo Advisors, LLC April 2002 - September 2010
JP Morgan June 2000 - March 2002
Ernst & Young October 1997 - June 2000
Education
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Fayetteville Manlius High School
Rockbridge Investment Management January 2014 - Present
RJR Associates Inc. February 2011 - January 2014
Merrill Lynch September 2010 - February 2011
Wells Fargo Advisors, LLC April 2002 - September 2010
JP Morgan June 2000 - March 2002
Ernst & Young October 1997 - June 2000
Education
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Fayetteville Manlius High School
David Stumpf, CFA's Wells Fargo Advisors, LLC Experience February 2008 - March 2012
Job Director of Client Insight and Analytics at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors, LLC February 2008 - March 2012
A.G. Edwards June 1996 - November 2007
A.G. Edwards & Sons, Inc 1996 - 2007
Wheat First Butcher and Singer September 1988 - May 1996
Federal Reserve Bank of Richmond August 1986 - June 1988
Skills
Financial Modeling, Portfolio Management, Mutual Funds, Asset Managment, Alternative Investments, Valuation, Hedge Funds, Capital Markets, Bloomberg, Financial Analysis, Fixed Income, Investment Strategies, Asset Allocation, Equity Valuation, Investment Management
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors, LLC February 2008 - March 2012
A.G. Edwards June 1996 - November 2007
A.G. Edwards & Sons, Inc 1996 - 2007
Wheat First Butcher and Singer September 1988 - May 1996
Federal Reserve Bank of Richmond August 1986 - June 1988
Skills
Financial Modeling, Portfolio Management, Mutual Funds, Asset Managment, Alternative Investments, Valuation, Hedge Funds, Capital Markets, Bloomberg, Financial Analysis, Fixed Income, Investment Strategies, Asset Allocation, Equity Valuation, Investment Management
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
David Snider's Wells Fargo Advisors, LLC Experience August 2006 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2006 - Present
Lebenthal & Co. 1999 - 2006
Skills
Investments, Asset Allocation, Asset Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Wells Fargo Advisors, LLC August 2006 - Present
Lebenthal & Co. 1999 - 2006
Skills
Investments, Asset Allocation, Asset Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Dave Lillis's Wells Fargo Advisors, LLC Experience October 2008 - June 2012
Job VP/Senior Business Leader at MasterCard
Industry Investment Management
Experience
MasterCard June 2012 - Present
Wells Fargo Advisors, LLC October 2008 - June 2012
CNA Insurance 2007 - 2008
Pfizer 1999 - 2003
Skills
Business Analysis, Business Development, Capital Markets, Business Strategy, Equities, Corporate Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investments, Hedging, Leadership, Management, Mergers, Portfolio Management, Process Improvement, Strategic Financial..., Valuation
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Masters of business Administration, Finance
University of Notre Dame 1993 — 1997
MasterCard June 2012 - Present
Wells Fargo Advisors, LLC October 2008 - June 2012
CNA Insurance 2007 - 2008
Pfizer 1999 - 2003
Skills
Business Analysis, Business Development, Capital Markets, Business Strategy, Equities, Corporate Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investments, Hedging, Leadership, Management, Mergers, Portfolio Management, Process Improvement, Strategic Financial..., Valuation
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Masters of business Administration, Finance
University of Notre Dame 1993 — 1997
Shawn Kowalewski, CFP®'s Wells Fargo Advisors, LLC Experience September 2002 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2002 - Present
Connecticut Wolves Professional Soccer Team November 2000 - November 2001
Raleigh Capital Express Professional Soccer Team October 1999 - November 2000
Wilmington Hammerheads Professional Soccer Team October 1998 - October 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
Bachelor of Science (BS), Accounting
Wells Fargo Advisors, LLC September 2002 - Present
Connecticut Wolves Professional Soccer Team November 2000 - November 2001
Raleigh Capital Express Professional Soccer Team October 1999 - November 2000
Wilmington Hammerheads Professional Soccer Team October 1998 - October 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
Bachelor of Science (BS), Accounting
Marc Meran's Wells Fargo Advisors, LLC Experience December 2012 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2012 - Present
Merrill Lynch December 2007 - December 2012
Ascot Development January 2006 - November 2007
Marcus and Millichap July 2005 - December 2005
RPM Asset Management October 2003 - June 2005
Skills
Investment Strategies, Asset Allocation, Investments, Mutual Funds, Securities, Alternative Investments, Retirement Planning, Fixed Income, Capital Markets, Equities, Financial Analysis, Valuation, Insurance, Financial Strategizing, Estate Planning..., Investment Planning, Strategic Investment...
Education
University of Pennsylvania 1999 — 2003
Bachelor's degree
Wells Fargo Advisors, LLC December 2012 - Present
Merrill Lynch December 2007 - December 2012
Ascot Development January 2006 - November 2007
Marcus and Millichap July 2005 - December 2005
RPM Asset Management October 2003 - June 2005
Skills
Investment Strategies, Asset Allocation, Investments, Mutual Funds, Securities, Alternative Investments, Retirement Planning, Fixed Income, Capital Markets, Equities, Financial Analysis, Valuation, Insurance, Financial Strategizing, Estate Planning..., Investment Planning, Strategic Investment...
Education
University of Pennsylvania 1999 — 2003
Bachelor's degree
Liam B. Guiney, CFP's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC, Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC December 2003 - May 2009
Prudential Securities May 1998 - December 2003
Skills
Retirement Planning, Market Risk, Financial Services, Investment Strategies, Long Term Care Insurance, 401k Rollovers, IRAs, Insurance, Risk Management, Concentrated Stock..., Business-Succession..., Business-Owner Planning, Retirement Income..., Asset Allocation, Tactical Asset..., Financial Advisory, Fixed Income Strategies, Multi-generational..., Wealth Preservation..., Mutual Funds, Stocks, 401k
Education
Wake Forest University 1987 — 1993
MS, Chemistry
University of North Carolina at Greensboro 1979 — 1983
BA, Biology
Greenwich High School 1976 — 1979
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC December 2003 - May 2009
Prudential Securities May 1998 - December 2003
Skills
Retirement Planning, Market Risk, Financial Services, Investment Strategies, Long Term Care Insurance, 401k Rollovers, IRAs, Insurance, Risk Management, Concentrated Stock..., Business-Succession..., Business-Owner Planning, Retirement Income..., Asset Allocation, Tactical Asset..., Financial Advisory, Fixed Income Strategies, Multi-generational..., Wealth Preservation..., Mutual Funds, Stocks, 401k
Education
Wake Forest University 1987 — 1993
MS, Chemistry
University of North Carolina at Greensboro 1979 — 1983
BA, Biology
Greenwich High School 1976 — 1979
Rob Sipprell's Wells Fargo Advisors, LLC Experience January 2011 - November 2012
Job Retirement Education Specialist with CUNA Mutual
Industry Financial Services
Experience
CUNA Mutual Group November 2012 - Present
Wells Fargo Advisors, LLC January 2011 - November 2012
Retirement Alliance, Inc. August 2010 - December 2010
Retirement Alliance March 2008 - August 2010
Charles Schwab & Co., Inc. 1997 - 2008
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Mathematical Sciences
CUNA Mutual Group November 2012 - Present
Wells Fargo Advisors, LLC January 2011 - November 2012
Retirement Alliance, Inc. August 2010 - December 2010
Retirement Alliance March 2008 - August 2010
Charles Schwab & Co., Inc. 1997 - 2008
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Mathematical Sciences
Bonnie Whitehurst's Wells Fargo Advisors, LLC Experience December 2011 - Present
Job Financial Advisor. Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2011 - Present
Education
University of North Carolina at Chapel Hill 1976 — 1980
BA, English, Psychology
Wells Fargo Advisors, LLC December 2011 - Present
Education
University of North Carolina at Chapel Hill 1976 — 1980
BA, English, Psychology
David Reitz's Wells Fargo Advisors, LLC Experience 2001 - July 2010
Job Middleware Technical Architect at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors July 2010 - Present
Wachovia/Wells Fargo August 2003 - July 2010
Wells Fargo Advisors, LLC 2001 - July 2010
Seurat August 2000 - August 2003
WebServe, Inc. July 1997 - August 2000
Skills
Unix, System Administration, Troubleshooting, Servers, Architecture, TCP/IP, Software Documentation, Perl, Unix Shell Scripting, HTML, Automation, Disaster Recovery, DNS, FTP, Integration, Linux, Solaris, Websphere, Enterprise Architecture, Apache, Problem Solving, Virtualization, Java, Windows, Databases, XML, Documentation, Web Services, Operating Systems, Computer Hardware, Visio
Education
University of North Carolina at Charlotte 1996 — 2000
BS, Electrical Engineering
Wells Fargo Advisors July 2010 - Present
Wachovia/Wells Fargo August 2003 - July 2010
Wells Fargo Advisors, LLC 2001 - July 2010
Seurat August 2000 - August 2003
WebServe, Inc. July 1997 - August 2000
Skills
Unix, System Administration, Troubleshooting, Servers, Architecture, TCP/IP, Software Documentation, Perl, Unix Shell Scripting, HTML, Automation, Disaster Recovery, DNS, FTP, Integration, Linux, Solaris, Websphere, Enterprise Architecture, Apache, Problem Solving, Virtualization, Java, Windows, Databases, XML, Documentation, Web Services, Operating Systems, Computer Hardware, Visio
Education
University of North Carolina at Charlotte 1996 — 2000
BS, Electrical Engineering
Rebecca Phoenix's Wells Fargo Advisors, LLC Experience July 2008 - July 2010
Job Director, Global Talent Development at SIL International
Industry Professional Training & Coaching
Experience
SIL International September 2014 - Present
SIL International 2005 - September 2014
Washington University in St. Louis February 2011 - January 2012
Wells Fargo Advisors, LLC July 2008 - July 2010
Anheuser-Busch Companies, Inc. 1998 - 2008
Skills
Organizational..., Leadership Development, Change Management, Talent Management, Employee Engagement, Succession Planning, Coaching, Leadership, Human Resources, Performance Management, Program Management, Strategy, Team Building, Employee Relations, Training, Strategic Planning, Executive Coaching, Executive Development, Team Leadership, Management Consulting, Employee Training, Process Improvement, Recruiting, Project Management, Instructional Design, Training Delivery, Management, Nonprofits, Onboarding, Workshop Facilitation, Organizational..., Management Development, Performance Improvement, Conflict Resolution, Staff Development, 360 Feedback, Career Counseling, Personal Development, Career Development, Organizational Design, Blended Learning, Workforce Planning, Personnel Management, Organizational Learning, Culture Change, E-Learning, Needs Analysis, Learning Management, MBTI, Emotional Intelligence
Education
University of Oregon
Bachelor of Science, Journalism, Biology
SIL International September 2014 - Present
SIL International 2005 - September 2014
Washington University in St. Louis February 2011 - January 2012
Wells Fargo Advisors, LLC July 2008 - July 2010
Anheuser-Busch Companies, Inc. 1998 - 2008
Skills
Organizational..., Leadership Development, Change Management, Talent Management, Employee Engagement, Succession Planning, Coaching, Leadership, Human Resources, Performance Management, Program Management, Strategy, Team Building, Employee Relations, Training, Strategic Planning, Executive Coaching, Executive Development, Team Leadership, Management Consulting, Employee Training, Process Improvement, Recruiting, Project Management, Instructional Design, Training Delivery, Management, Nonprofits, Onboarding, Workshop Facilitation, Organizational..., Management Development, Performance Improvement, Conflict Resolution, Staff Development, 360 Feedback, Career Counseling, Personal Development, Career Development, Organizational Design, Blended Learning, Workforce Planning, Personnel Management, Organizational Learning, Culture Change, E-Learning, Needs Analysis, Learning Management, MBTI, Emotional Intelligence
Education
University of Oregon
Bachelor of Science, Journalism, Biology
Jason Kean's Wells Fargo Advisors, LLC Experience October 2011 - August 2012
Job VP Business Banking at First Bank
Industry Financial Services
Experience
First Bank December 2014 - Present
Bank of America August 2012 - December 2014
Wells Fargo Advisors, LLC October 2011 - August 2012
CWM June 2010 - July 2011
Major Regional Bank May 2000 - March 2010
St Elizabeth Academy 2005 - 2009
Skills
Banking, Customer Service, Business Development, Financial Analysis, Credit, Team Building, Sales, Commercial Banking, Leadership, Loans, Credit Analysis, Management
Education
University of Missouri-Saint Louis 2000 — 2003
BSBA, Finance
University of Missouri-Saint Louis
Bachelor of Business Administration (B.B.A.), Finance
First Bank December 2014 - Present
Bank of America August 2012 - December 2014
Wells Fargo Advisors, LLC October 2011 - August 2012
CWM June 2010 - July 2011
Major Regional Bank May 2000 - March 2010
St Elizabeth Academy 2005 - 2009
Skills
Banking, Customer Service, Business Development, Financial Analysis, Credit, Team Building, Sales, Commercial Banking, Leadership, Loans, Credit Analysis, Management
Education
University of Missouri-Saint Louis 2000 — 2003
BSBA, Finance
University of Missouri-Saint Louis
Bachelor of Business Administration (B.B.A.), Finance
Fred Elledge, CFP®, ADPA®'s Wells Fargo Advisors, LLC Experience August 2006 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2006 - Present
Piper Jaffray February 1999 - August 2006
Skills
Investments, Asset Allocation, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, 401k
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor's Degree, Finance, Management, Marketing
Wells Fargo Advisors, LLC August 2006 - Present
Piper Jaffray February 1999 - August 2006
Skills
Investments, Asset Allocation, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, 401k
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor's Degree, Finance, Management, Marketing
Katherine B. Carlburg's Wells Fargo Advisors, LLC Experience May 2005 - June 2009
Job Associate Attorney at Riker Danzig Scherer Hyland & Perretti LLP
Industry Financial Services
Experience
Riker Danzig Scherer Hyland & Perretti LLP January 2015 - Present
UBS Financial Services, Inc. October 2009 - January 2015
Wells Fargo Advisors, LLC May 2005 - June 2009
Prudential Equity Group May 2003 - April 2005
Colucci & Umans March 1999 - April 2003
Skills
Litigation, Trademark..., Securities Arbitration, Litigation, Arbitration, Intellectual Property, Private Investigations, Securities, Trademarks, Spanish, Dispute Resolution, Legal Issues, Legal Research, Copyright Law, Legal Writing
Education
University of North Carolina School of Law 1995 — 1998
J.D., Law
Wesleyan University 1991 — 1995
B.L.S., History
Westridge School for Girls 1986 — 1991
High School, History
Riker Danzig Scherer Hyland & Perretti LLP January 2015 - Present
UBS Financial Services, Inc. October 2009 - January 2015
Wells Fargo Advisors, LLC May 2005 - June 2009
Prudential Equity Group May 2003 - April 2005
Colucci & Umans March 1999 - April 2003
Skills
Litigation, Trademark..., Securities Arbitration, Litigation, Arbitration, Intellectual Property, Private Investigations, Securities, Trademarks, Spanish, Dispute Resolution, Legal Issues, Legal Research, Copyright Law, Legal Writing
Education
University of North Carolina School of Law 1995 — 1998
J.D., Law
Wesleyan University 1991 — 1995
B.L.S., History
Westridge School for Girls 1986 — 1991
High School, History
Grant Lund's Wells Fargo Advisors, LLC Experience 2007 - Present
Job Associate Vice President Investments, Assistant Branch Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2007 - Present
Skills
Investments, Series 7, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Retirement Planning, Asset Allocation, Investment Advisory, Securities, Retirement, Insurance, Financial Analysis, Asset Management, Financial Advisory
Education
University of Oregon 1971 — 1974
Bachelor of Science
Wells Fargo Advisors, LLC 2007 - Present
Skills
Investments, Series 7, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Retirement Planning, Asset Allocation, Investment Advisory, Securities, Retirement, Insurance, Financial Analysis, Asset Management, Financial Advisory
Education
University of Oregon 1971 — 1974
Bachelor of Science
Michael Lubin, CFP®'s Wells Fargo Advisors, LLC Experience November 1998 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional, Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 1998 - Present
Skills
Asset Allocation, Financial Analysis, Finance, Retirement Planning, Fixed Income, Investments, Capital Markets, ETFs, 401k Rollovers, Wealth, IRAs, Fixed Annuities, Trading, Banking
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BA, Economics
Wells Fargo Advisors, LLC November 1998 - Present
Skills
Asset Allocation, Financial Analysis, Finance, Retirement Planning, Fixed Income, Investments, Capital Markets, ETFs, 401k Rollovers, Wealth, IRAs, Fixed Annuities, Trading, Banking
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BA, Economics
Scott Trueman's Wells Fargo Advisors, LLC Experience April 1994 - October 1999
Job Financial Advisor, Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisor, LLC November 2012 - Present
Morgan Stanley Smith Barney June 2007 - November 2012
Banc of America Investments 2000 - 2007
Wells Fargo Advisors, LLC April 1994 - October 1999
Skills
Retirement Planning, Financial Services
Education
University of Nebraska at Omaha 1989 — 1994
Bachelor of Science (BS), Finance
Bellevue East High School 1985 — 1987
Wells Fargo Advisor, LLC November 2012 - Present
Morgan Stanley Smith Barney June 2007 - November 2012
Banc of America Investments 2000 - 2007
Wells Fargo Advisors, LLC April 1994 - October 1999
Skills
Retirement Planning, Financial Services
Education
University of Nebraska at Omaha 1989 — 1994
Bachelor of Science (BS), Finance
Bellevue East High School 1985 — 1987
Brian Kilczewski's Wells Fargo Advisors, LLC Experience March 2014 - Present
Job Branch Manager | First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2014 - Present
Ziegler Wealth Management April 2013 - March 2014
Ameriprise Financial Services, Inc. April 2012 - March 2013
Morgan Stanley April 2010 - April 2012
H&R Block Financial Advisors 1993 - 2010
Skills
Recruiting, Business Development, Sales Management, Change Management, Finance, Financial Services, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Bonds, Insurance, Florida Health, Life &...
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Leadership Program
Wells Fargo Advisors, LLC March 2014 - Present
Ziegler Wealth Management April 2013 - March 2014
Ameriprise Financial Services, Inc. April 2012 - March 2013
Morgan Stanley April 2010 - April 2012
H&R Block Financial Advisors 1993 - 2010
Skills
Recruiting, Business Development, Sales Management, Change Management, Finance, Financial Services, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Bonds, Insurance, Florida Health, Life &...
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Leadership Program
Jesse Bolder's Wells Fargo Advisors, LLC Experience April 2010 - September 2011
Job Northwoods 92.5 WJJQ Radio
Industry Marketing and Advertising
Experience
Northwoods 92.5 WJJQ Radio May 2015 - Present
Ministry Sacred Heart - Saint Mary's Hospital February 2013 - May 2015
K-Tech September 2011 - February 2013
Springfield Sliders Baseball Club January 2007 - March 2012
Wells Fargo Advisors, LLC April 2010 - September 2011
Wisconsin Woodchucks Baseball Club January 2007 - December 2008
Ruder Ware Law Firm April 2001 - December 2006
Wisconsin Woodchucks Baseball Club May 1999 - April 2001
Skills
Baseball, Sports Marketing, Customer Service, Public Speaking, Public Relations, Event Management, Sales Management, Marketing Strategy, Market Planning, Marketing, Marketing Communications, Corporate Branding, Brand Awareness, Financial Services, Sponsorship, Sports Management, Operations Management, Operations, Business Strategy, Business Management, Business Planning, Merchandising, Market Research, Integrated Marketing, Marketing Management, Computer Literate, Team Leadership, Government Relations, Coaching, Management, Budgets, Event Planning, Social Media Marketing, Team Building
Education
University of Notre Dame 1995 — 1999
BBA, Marketing; Computer Applications
Northwoods 92.5 WJJQ Radio May 2015 - Present
Ministry Sacred Heart - Saint Mary's Hospital February 2013 - May 2015
K-Tech September 2011 - February 2013
Springfield Sliders Baseball Club January 2007 - March 2012
Wells Fargo Advisors, LLC April 2010 - September 2011
Wisconsin Woodchucks Baseball Club January 2007 - December 2008
Ruder Ware Law Firm April 2001 - December 2006
Wisconsin Woodchucks Baseball Club May 1999 - April 2001
Skills
Baseball, Sports Marketing, Customer Service, Public Speaking, Public Relations, Event Management, Sales Management, Marketing Strategy, Market Planning, Marketing, Marketing Communications, Corporate Branding, Brand Awareness, Financial Services, Sponsorship, Sports Management, Operations Management, Operations, Business Strategy, Business Management, Business Planning, Merchandising, Market Research, Integrated Marketing, Marketing Management, Computer Literate, Team Leadership, Government Relations, Coaching, Management, Budgets, Event Planning, Social Media Marketing, Team Building
Education
University of Notre Dame 1995 — 1999
BBA, Marketing; Computer Applications
Robert Rowell's Wells Fargo Advisors, LLC Experience 1994 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1994 - Present
Wachovia, A Wells Fargo Company 1983 - 1994
University of North Carolina at Charlotte August 1981 - June 1983
Education
University of North Carolina at Charlotte 1977 — 1981
BA, Business Administration
Wells Fargo Advisors, LLC 1994 - Present
Wachovia, A Wells Fargo Company 1983 - 1994
University of North Carolina at Charlotte August 1981 - June 1983
Education
University of North Carolina at Charlotte 1977 — 1981
BA, Business Administration
Chuck Rood, CFA's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job Senior Vice President Investments, Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2009 - Present
US Bancorp April 1993 - September 2009
Skills
Investments, Investment Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1986 — 1990
Business, Accounting
Wells Fargo Advisors, LLC October 2009 - Present
US Bancorp April 1993 - September 2009
Skills
Investments, Investment Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1986 — 1990
Business, Accounting
Robert J. Waite, CRPC®'s Wells Fargo Advisors, LLC Experience May 2007 - June 2015
Job Financial Advisor @ Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
Wells Fargo Advisors, LLC May 2007 - June 2015
E*TRADE Financial 2006 - 2007
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, CRPC, Series 66, Series 9, Series 10
Education
University of North Carolina at Charlotte 2002 — 2005
Economics, Business
Raymond James Financial, Inc. June 2015 - Present
Wells Fargo Advisors, LLC May 2007 - June 2015
E*TRADE Financial 2006 - 2007
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, CRPC, Series 66, Series 9, Series 10
Education
University of North Carolina at Charlotte 2002 — 2005
Economics, Business
Joseph Bivona's Wells Fargo Advisors, LLC Experience January 2001 - Present
Job Managing Director Investments, Senior Institutional Consultant,PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2001 - Present
Wells Fargo Advisors, LLC September 1991 - Present
Morgan Stanley Dean Witter April 1988 - September 2000
Skills
Investments, Alternative Investments, Mutual Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1990 — 1992
CIMA, Modern portfolio Theory
Wells Fargo Advisors, LLC January 2001 - Present
Wells Fargo Advisors, LLC September 1991 - Present
Morgan Stanley Dean Witter April 1988 - September 2000
Skills
Investments, Alternative Investments, Mutual Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1990 — 1992
CIMA, Modern portfolio Theory
Steinberg Brent's Wells Fargo Advisors, LLC Experience May 1998 - Present
Job Vice PresidentInvestment Officer: Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 1998 - Present
Piper Jaffray August 1994 - May 1998
Skills
Financial Analysis, Insurance, Series 7, Risk Management, Strategic Planning
Education
University of Oregon 1990 — 1994
Bachelor of Science (BS), Political Science and Government, A
Beaverton High
Wells Fargo Advisors, LLC May 1998 - Present
Piper Jaffray August 1994 - May 1998
Skills
Financial Analysis, Insurance, Series 7, Risk Management, Strategic Planning
Education
University of Oregon 1990 — 1994
Bachelor of Science (BS), Political Science and Government, A
Beaverton High
Dennis Morrison's Wells Fargo Advisors, LLC Experience 2008 - Present
Job Investment OfficerVice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2008 - Present
Morristown Rotary Club April 2000 - Present
Skills
Financial Services..., Public Speaking, Leadership, Customer Service, Sales, Management, Marketing, Nonprofits
Education
University of Nebraska-Lincoln
BS Business
Omaha North High School
Wells Fargo Advisors, LLC 2008 - Present
Morristown Rotary Club April 2000 - Present
Skills
Financial Services..., Public Speaking, Leadership, Customer Service, Sales, Management, Marketing, Nonprofits
Education
University of Nebraska-Lincoln
BS Business
Omaha North High School
David J. Mackin, CFP®'s Wells Fargo Advisors, LLC Experience 1970 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1970 - Present
Education
University of Oregon
Bachelor of Science, Liberal Arts
Wells Fargo Advisors, LLC 1970 - Present
Education
University of Oregon
Bachelor of Science, Liberal Arts
Timothy Reid Bolinger CFP ®'s Wells Fargo Advisors, LLC Experience June 2000 - Present
Job at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2000 - Present
Morgan Stanley Dean Witter August 1997 - June 2000
Education
University of North Carolina at Greensboro 1995 — 1997
BA
Hargrave Military Academy
Wells Fargo Advisors, LLC June 2000 - Present
Morgan Stanley Dean Witter August 1997 - June 2000
Education
University of North Carolina at Greensboro 1995 — 1997
BA
Hargrave Military Academy
Robyn Marquis's Wells Fargo Advisors, LLC Experience March 2008 - May 2009
Job Sales Manager
Industry Luxury Goods & Jewelry
Experience
Wells Fargo Advisors, LLC March 2008 - May 2009
Skills
Customer Service, Series 7
Education
University of New Hampshire-Manchester 2001 — 2004
Bachelor of Arts, Communications
Wells Fargo Advisors, LLC March 2008 - May 2009
Skills
Customer Service, Series 7
Education
University of New Hampshire-Manchester 2001 — 2004
Bachelor of Arts, Communications
James Glenn's Wells Fargo Advisors, LLC Experience July 2012 - September 2014
Job EcoAlpha Asset Management
Industry Financial Services
Experience
EcoAlpha Asset Management September 2014 - Present
Wells Fargo Advisors LLC July 2012 - September 2014
Wells Fargo Advisors June 2012 - September 2014
Skills
Microsoft Office, Social Media, PowerPoint, Finance, Financial Analysis, Marketing, Financial Modeling, Investments, Event Planning, Public Speaking
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's degree, Public Relations, Advertising, and Applied Communication
RJ Reynolds High School 2004 — 2007
EcoAlpha Asset Management September 2014 - Present
Wells Fargo Advisors LLC July 2012 - September 2014
Wells Fargo Advisors June 2012 - September 2014
Skills
Microsoft Office, Social Media, PowerPoint, Finance, Financial Analysis, Marketing, Financial Modeling, Investments, Event Planning, Public Speaking
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's degree, Public Relations, Advertising, and Applied Communication
RJ Reynolds High School 2004 — 2007
Erica Jang's Wells Fargo Advisors, LLC Experience October 2014 - February 2015
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - February 2015
Wells Fargo Advisors, LLC August 2014 - October 2014
Merrill Lynch May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Penn Student Agencies September 2010 - May 2012
The Franklin Institute June 2010 - August 2010
TravelBrew, LLC April 2010 - August 2010
Solomon Stables August 2007 - August 2008
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
Pacific American School
High School Diploma
Wells Fargo Advisors, LLC October 2014 - February 2015
Wells Fargo Advisors, LLC August 2014 - October 2014
Merrill Lynch May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Penn Student Agencies September 2010 - May 2012
The Franklin Institute June 2010 - August 2010
TravelBrew, LLC April 2010 - August 2010
Solomon Stables August 2007 - August 2008
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
Pacific American School
High School Diploma
Spencer Hinrichs's Wells Fargo Advisors, LLC Experience December 2012 - May 2013
Job Kearney Aviation Center
Industry Aviation & Aerospace
Experience
Kearney Aviation Center June 2013 - Present
Wells Fargo Advisors, LLC December 2012 - May 2013
Skills
Financial Guidance, Investment Strategies, Financial Advisory, Finance, Equities, Alternative Investments, Investment Advisory, Retirement Planning, Customer Service, Team Building
Education
University of Nebraska at Kearney 2008 — 2015
Bachelor of Science, Business Economics
Kearney Aviation Center June 2013 - Present
Wells Fargo Advisors, LLC December 2012 - May 2013
Skills
Financial Guidance, Investment Strategies, Financial Advisory, Finance, Equities, Alternative Investments, Investment Advisory, Retirement Planning, Customer Service, Team Building
Education
University of Nebraska at Kearney 2008 — 2015
Bachelor of Science, Business Economics
Lee H. Fontaine, CLU, ChFC's Wells Fargo Advisors, LLC Experience August 2010 - Present
Job Wealth Insurance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2010 - Present
Bank of America 2007 - 2009
Education
University of North Florida
BBA, Management
Wells Fargo Advisors, LLC August 2010 - Present
Bank of America 2007 - 2009
Education
University of North Florida
BBA, Management
Ben Pendleton, CFP®, CRPC®'s Wells Fargo Advisors, LLC Experience November 1980 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 1980 - Present
Skills
Portfolio Management, Strategic Financial..., Financial Advisory, Asset Management, Fixed Annuities, Investment Strategies, Alternative Investments, 401k, Equities, Estate Planning, Fixed Income, Financial Analysis, Bonds, Financial Modeling, Financial Services, Insurance, Finance, Investment Management, Life Insurance, Valuation
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Business Administration, Management and Operations
Wells Fargo Advisors, LLC November 1980 - Present
Skills
Portfolio Management, Strategic Financial..., Financial Advisory, Asset Management, Fixed Annuities, Investment Strategies, Alternative Investments, 401k, Equities, Estate Planning, Fixed Income, Financial Analysis, Bonds, Financial Modeling, Financial Services, Insurance, Finance, Investment Management, Life Insurance, Valuation
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Business Administration, Management and Operations
Meyer Cheikin's Wells Fargo Advisors, LLC Experience September 2007 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2007 - Present
Morgan Stanley Smith Barney April 1981 - August 2007
Skills
Wealth Management, Comprehensive Wealth..., Retirement Planning, Series 63, Series 7, Asset Allocation, Commercial Lending, Lines Of Credit, Portfolio Management, Separately Managed..., Investment Advisory, Credit, Asset Management, Wealth Transfer, Fixed Income, 401k, IRA's, Estate Planning
Education
University of New Haven 1964 — 1968
BS, Market Research
Wells Fargo Advisors, LLC September 2007 - Present
Morgan Stanley Smith Barney April 1981 - August 2007
Skills
Wealth Management, Comprehensive Wealth..., Retirement Planning, Series 63, Series 7, Asset Allocation, Commercial Lending, Lines Of Credit, Portfolio Management, Separately Managed..., Investment Advisory, Credit, Asset Management, Wealth Transfer, Fixed Income, 401k, IRA's, Estate Planning
Education
University of New Haven 1964 — 1968
BS, Market Research
Patrick Freeland's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
Education
University of Nebraska-Lincoln 1990 — 1997
Bachelor of Science, Business Administration
Wells Fargo Advisors, LLC October 2011 - Present
Education
University of Nebraska-Lincoln 1990 — 1997
Bachelor of Science, Business Administration
Eric Hatzenbiler's Wells Fargo Advisors, LLC Experience July 2005 - Present
Job Senior Vice President Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2005 - Present
Dean Witter Reynolds, nc. July 1992 - July 2005
Education
Reno High School 1977 — 1981
University of Nevada-Reno
Bachelor's degree, Finance, General
Wells Fargo Advisors, LLC July 2005 - Present
Dean Witter Reynolds, nc. July 1992 - July 2005
Education
Reno High School 1977 — 1981
University of Nevada-Reno
Bachelor's degree, Finance, General
Ivanna Pyzhova's Wells Fargo Advisors, LLC Experience April 2013 - Present
Job Administrative Assistant III at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2013 - Present
State of Israel Bonds November 2010 - April 2013
Jewish Board of Family and Children's Services July 2009 - November 2010
Education
University of Nevada-Las Vegas 2007 — 2009
Master of Arts (M.A.), Vocal Performance
University of Wisconsin-Milwaukee 2001 — 2005
Bachelor of Fine Arts (B.F.A.), Voice and Opera
Wells Fargo Advisors, LLC April 2013 - Present
State of Israel Bonds November 2010 - April 2013
Jewish Board of Family and Children's Services July 2009 - November 2010
Education
University of Nevada-Las Vegas 2007 — 2009
Master of Arts (M.A.), Vocal Performance
University of Wisconsin-Milwaukee 2001 — 2005
Bachelor of Fine Arts (B.F.A.), Voice and Opera
Richard F. Mele's Wells Fargo Advisors, LLC Experience September 1989 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1989 - Present
Education
University of Illinois at Chicago
University of Oklahoma
Wells Fargo Advisors, LLC September 1989 - Present
Education
University of Illinois at Chicago
University of Oklahoma
Al Winget's Wells Fargo Advisors, LLC Experience December 2005 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors. LLC December 2005 - Present
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Psychology
Wells Fargo Advisors. LLC December 2005 - Present
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Psychology
Carl Thomason's Wells Fargo Advisors, LLC Experience April 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2011 - Present
Education
UNC Chapel Hill
Master of Business Administration (MBA)
West Virginia University
Bachelor of Science, Industrial Engineering
Wells Fargo Advisors, LLC April 2011 - Present
Education
UNC Chapel Hill
Master of Business Administration (MBA)
West Virginia University
Bachelor of Science, Industrial Engineering
William Ziereis's Wells Fargo Advisors, LLC Experience November 2009 - Present
Job Sr. Financial Advisor Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2009 - Present
Skills
Insurance, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Financial Planning, Financial Analysis, Equities, Series 63
Education
University of Northern Colorado 1967 — 1971
Bachelor of Arts (B.A.), ducation and Business
Wells Fargo Advisors, LLC November 2009 - Present
Skills
Insurance, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Financial Planning, Financial Analysis, Equities, Series 63
Education
University of Northern Colorado 1967 — 1971
Bachelor of Arts (B.A.), ducation and Business
Dee Warner's Wells Fargo Advisors, LLC Experience April 1997 - Present
Job Managing Director Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 1997 - Present
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor's Degree, Political Science and Government
Wells Fargo Advisors, LLC April 1997 - Present
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor's Degree, Political Science and Government
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America