Wells Fargo Advisors, LLC

Industry: Subsidiary

Description

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

Wells Fargo Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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

Wells Fargo Advisors, LLC Employees

Employee
Years
Job
Industry
Christine Forristall Christine Forristall Walnut Creek, California Details
Christine Forristall's Wells Fargo Advisors, LLC Experience July 2013 - Present
Job Vice President Investments, Financial Advisor at Wells Fargo Adviosor LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2013 - Present
Mechanics Bank  1997 - 2013

Skills
Investments, Financial Services, Financial Analysis, Securities, Negotiation, Microsoft Excel, Insurance, Sales Management, Strategic Planning, Microsoft Office, PowerPoint, Non-profits

Education
University of Phoenix   2006 — 2009
Bachelor of Science, Business Management

Tony Lemos Tony Lemos Laguna Beach, California Details
Tony Lemos's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job Financial Advisor with Urner, Lemos & Paul Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2009 - Present

Skills
Investments, Financial Advisory, Retirement Planning, Equities, Fixed Income, Asset Allocation, Mutual Funds, Alternative Investments, Securities, Investment Strategies, Valuation, Capital Markets, Retirement, Commodity, Finance, Portfolio Management

Education
University of Phoenix
Bachelor's of Science, Business/Managerial Economics

Bruce Lowrey Bruce Lowrey Richmond, Virginia Area Details
Bruce Lowrey's Wells Fargo Advisors, LLC Experience April 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   April 2013 - Present
RockBridge  August 2010 - April 2013
db capital ventures   March 2009 - August 2010
Capmark  March 1995 - March 2009
GMAC Commercial Mortgage  1996 - 2006

Skills
Investments, Asset Allocation, 401k Rollovers, Business Owner Planning, Retirement Planning, Risk Management

Education
Denison University   1978 — 1982
BA, Economics

Dan Sperow, CFP®, CRPC®, CIMA® Dan Sperow, CFP®, CRPC®, CIMA® Charlotte, North Carolina Details
Dan Sperow, CFP®, CRPC®, CIMA®'s Wells Fargo Advisors, LLC Experience October 1998 - Present
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   October 1998 - Present
PaineWebber  October 1996 - October 1998

Skills
Investments, Alternative Investments, Retirement, Retirement Planning, Asset Allocation, College Savings Plans, 401k Rollovers, Wealth Preservation...

Education
University of Pennsylvania - The Wharton School   2013 — 2013
Certified Investment Management Analyst Program, CIMA®, Investments and Securities

Miami University   1990 — 1994
Bachelor Of Science, Business Administration

James Deak, CFP® James Deak, CFP® Walnut Creek, California Details
James Deak, CFP®'s Wells Fargo Advisors, LLC Experience July 2011 - Present
Job Senior Financial Advisor. Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2011 - Present
Merrill Lynch  October 2009 - July 2011
Bank of America  April 2003 - October 2009
Smith Barney  June 1998 - April 2003

Skills
Investments, Insurance, Finance, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Portfolio Management, Strategic Financial..., Retirement, Investment Strategies, Financial Advisory

Education
University of Southern California
Bachelor's of Science

Laguna Beach High

Gioia McCarthy Gioia McCarthy Orange County, California Area Details
Gioia McCarthy's Wells Fargo Advisors, LLC Experience January 2011 - December 2011
Job Director/ Regional Sales Manager Merrill Edge at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  November 2011 - Present
Wells Fargo Advisors, LLC   January 2011 - December 2011
Wells Fargo Investments  August 2008 - December 2010
Wells Fargo Bank  2006 - 2008
Wells Fargo Bank  2005 - 2006
Wells Fargo Bank  1998 - 2004

Skills
Strategy, Strategic Partnerships, Management, Leadership, Banking, Sales, Product Management, Marketing, Relationship Management, Financial Services, Marketing Strategy, Sales Management, Strategic Planning, Coaching, Recruiting, Program Management, Investments, Asset Management, Commercial Banking

Education
University of Southern California   1985 — 1989
BS, Business Administration/Entrepreneur Program

Bryan A. McDonald Bryan A. McDonald Saint Louis, Missouri Details
Bryan A. McDonald's Wells Fargo Advisors, LLC Experience June 2008 - Present
Job VicePresident, AWMA,AAMS at Wells Fargo Advisors, Llc.
Industry Financial Services
Experience
Wells Fargo Advisors  June 2008 - Present
Wells Fargo Advisors, Llc.   June 2008 - Present
Wachovia Securities  May 2007 - June 2008
A.G. Edwards & Sons, Inc.   April 1980 - May 2007
Aviation Distributors Incorporated   January 1978 - May 1980

Skills
Investment Advisory, Asset Management, Commercial Aviation, Mutual Funds, Investment Advisory..., Asset Allocation, Series 7, Portfolio Management, Bonds, Financial Advisory, Finance, FINRA, Investments, Securities, Series 63, Financial Services, Wealth Management, ETFs, Retirement Planning, Alternative Investments, Series 65, Equities, Investment Strategies, Retirement, Insurance, Fixed Income, Risk Management, High Net Worth..., Financial Planning, Financial Analysis, Relationship Management, 401k

Education
Maryville University of Saint Louis
Bachelor of Science, Marketing

Heather Stickney Heather Stickney San Francisco Bay Area Details
Heather Stickney's Wells Fargo Advisors, LLC Experience June 2009 - February 2010
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  September 2010 - Present
Osterweis Capital Management  February 2010 - July 2010
Wells Fargo Advisors, LLC   June 2009 - February 2010
Merrill Lynch  July 2005 - April 2009
Bay Area News Group  April 2005 - July 2005
The Press Democrat/Savor Wine Country Magazine   February 2003 - July 2004
Smith Barney  March 2001 - February 2003
Merrill Lynch  April 2000 - March 2001
Merrill Lynch  February 1994 - April 1999

Skills
Marketing, Salesforce.com, Relationship Management, Business Development, Account Management, Event Management, ThomsonOne, Client Liaison, Inside Sales, Client Rapport, Notary Public, Client Centered, Multi-Tasking, Results Oriented

Education
University of San Francisco
Bachelor of Science

Scott Rogowicz Scott Rogowicz Pittsburgh, Pennsylvania Details
Scott Rogowicz's Wells Fargo Advisors, LLC Experience August 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC  August 2012 - Present
PNC Wealth Management  November 2011 - August 2012
UBS Wealth Management  April 2010 - November 2011
The Ayco Company, L.P., a Goldman Sachs Company   June 2007 - April 2010
U.S. Coast Guard   May 2000 - June 2003

Education
University of Pittsburgh
Bachelor of Science, Summa Cum Laude, Finance and Economics

Kiski Area High School

Craig Cacini Craig Cacini Pittsburgh, Pennsylvania Details
Craig Cacini's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2014 - Present
Wells Fargo  2012 - July 2014
Wells Fargo  2011 - 2012
Wells Fargo  May 2010 - 2011

Skills
Financial Advisory, Financial Services, Securities, Investments, Insurance, Risk Management, Goal Oriented, Finance, Microsoft Excel, Microsoft Office, Public Speaking, Sales Management, Sales, Organization, Public Relations, Recruiting, Leadership, Social Networking, Financial Planning, Financial Analysis

Education
University of Pittsburgh   2006 — 2010
Bachelor's degree, Economics

Fairview High School   2002 — 2006
Diploma

Brian Lunceford Brian Lunceford Boston, Massachusetts Details
Brian Lunceford's Wells Fargo Advisors, LLC Experience March 2014 - Present
Job First Vice President, Associate Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2014 - Present
Wells Fargo Advisors, LLC   May 2007 - March 2014
Merrill Lynch  September 1999 - May 2007
Dean Witter Reynolds Inc.  November 1998 - September 1999

Education
University of Pittsburgh   1988 — 1992

Brendan Dempsey Brendan Dempsey San Rafael, California Details
Brendan Dempsey's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present
Wells Fargo  February 2011 - October 2011
Edward Jones  July 2009 - February 2011

Education
University of San Francisco
BA, Business Administration

Amber Ludwig Amber Ludwig Fort Wayne, Indiana Area Details
Amber Ludwig's Wells Fargo Advisors, LLC Experience July 2015 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2015 - Present
Ash Brokerage  June 2014 - July 2015
Lincoln Financial Group  July 2013 - June 2014

Skills
Leadership, Customer Service, Insurance, Educational Leadership, Fixed Annuities, Management, Microsoft Office, Life Insurance, Public Speaking, Resume Writing, Annuity Sales, Variable Annuities, Equity Indexed Annuities, Health Insurance

Education
University of Saint Francis   2005 — 2010
Bachelor’s Degree

Frank M. Griseta, CRPC Frank M. Griseta, CRPC Greater Chicago Area Details
Frank M. Griseta, CRPC's Wells Fargo Advisors, LLC Experience January 2007 - March 2010
Job Financial Advisor, The Griseta Group at Focus Financial
Industry Investment Management
Experience
Elk Grove Chamber of Commerce   December 2013 - Present
Elk Grove Village Chamber of Commerce   June 2011 - Present
Focus Financial / The Griseta Group   March 2010 - Present
Elk Grove Chamber of Commerce   January 2014 - December 2014
Wells Fargo Advisors, LLC.   January 2007 - March 2010
Ameriprise Financial  August 2004 - January 2007

Skills
Retirement Planning, Strategic Financial..., Investment Strategies, 401k, Securities, Retirement, Investment Advisory, Risk Management, Financial Advisory, Wealth Management, Long Term Care Insurance, Personal Finance, Mutual Funds, Finance, Small Business, Alternative Investments, IRAs, Investments, Equities, Asset Allocation, Series 7, Disability Insurance, Loans, 401k Rollovers, Portfolio Management, Estate Planning, Training, Financial Planners, Wealth, Financial Services, Financial Goals, Asset Management, Series 63, Insurance, ETFs, FINRA, Uniform Combined State..., Fixed Annuities, Life Insurance, Long-term Care, Asset Managment, Mortgage Lending, Term Life Insurance, Variable Annuities, Wealth Accumulation, Private Equity, Financial Markets, Financial Analysis, Credit, Series 24

Education
College of DuPage   1989 — 1991

Kathleen Moses Kathleen Moses Richmond, Virginia Details
Kathleen Moses's Wells Fargo Advisors, LLC Experience November 2013 - Present
Job Market Control Specialist First Vice President Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2013 - Present
Wells Fargo Advisors, LLC   July 2011 - October 2013
Wells Fargo Advisors, LLC   March 2010 - July 2011
Wells Fargo Advisors Financial Network  November 2007 - July 2010

Education
University of Richmond
Leadership Studies

Carlos Joey Dardon Carlos Joey Dardon Greater Salt Lake City Area Details
Carlos Joey Dardon's Wells Fargo Advisors, LLC Experience June 2013 - January 2014
Job Senior RCSA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2014 - Present
Wells Fargo Advisors, LLC   June 2013 - January 2014
Wells Fargo Advisors, LLC   July 2012 - June 2013
Wells Fargo Advisors, LLC   August 2011 - July 2012
Aerotek (contract for Wells Fargo Advisors, LLC)   January 2011 - August 2011
Tailor Research   May 2009 - May 2010
Thomson Reuters  April 2008 - November 2009
Conifer Financial Services  December 2007 - April 2008
Thomson Reuters  January 2007 - December 2007

Education
University of San Francisco - Masagung Graduate School of Management
Master of Science (M.S.), Financial Analysis

University of Utah
Bachelor of Science (B.S.), Economics

Marivi Rodriguez Marivi Rodriguez Miami, Florida Details
Marivi Rodriguez's Wells Fargo Advisors, LLC Experience January 2010 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   January 2010 - Present
Citi Personal Wealth Management  January 1997 - January 2010
Nations Securities   May 1995 - January 1997
Barnett Securities   January 1993 - June 1995
Barnett Bank  1986 - 1993

Skills
Investments, Retirement Planning, Financial Advisory, Financial Services, Finance, Mutual Funds, Global Business..., Securities, Retirement, IRAs, Asset Allocation, Alternative Investments, 401k, Variable Annuities, Fixed Annuities, Financial Planning, 25 Years of experience...

Education
Nova Southeastern University   2001 — 2003
Bachelor of Science (BS), Business Professional Management

Miami Dade College   1985 — 1988
Associate's Degree

Colin McCulley Colin McCulley Macon, Georgia Area Details
Colin McCulley'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
Oconee Regional Medical Center  March 2000 - July 2011

Skills
Financial Services, Financial Modeling, Retirement & College..., Financial Analysis, Healthcare, Nonprofits, Program Management, Event Planning, Recruiting, Strategic Planning, Budgets, Human Resources, Process Improvement, Training, Microsoft Excel, Leadership, Public Speaking, Customer Service, Fundraising, Team Building, Public Relations

Education
University of Phoenix   2001 — 2004
Bachelor of Applied Science (BASc), Business Administration and Management, General

White Oak High School

White Oak High School

White Oak High School

White Oak High School

James Rankowitz James Rankowitz West Harrison, New York Details
James Rankowitz's Wells Fargo Advisors, LLC Experience July 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   July 2011 - Present
YES Network  July 2006 - July 2011

Skills
Retirement Planning, Investments, Retirement, Investment Planning, Tax-efficient Strategies, Financial Advisory, Financial Services

Education
American University   2001 — 2005
Bachelor of Science (B.S.), Audio Technology

Ridgefield High School   1997 — 2001

Chris Diskin Chris Diskin Greater St. Louis Area Details
Chris Diskin's Wells Fargo Advisors, LLC Experience May 2007 - December 2009
Job Vice President, Digital Marketing Manager Advisor Digital Strategy at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors  July 2014 - Present
Wells Fargo Advisors  July 2012 - July 2014
Wells Fargo Advisors  December 2009 - July 2012
Wells Fargo Advisors, LLC   May 2007 - December 2009
Wells Fargo Advisors  August 2002 - May 2007
Wells Fargo Advisors  July 2000 - August 2002
SunTrust Bank  May 1997 - July 2000

Skills
Strategy, Digital Marketing, Financial Services, Series 7, Mutual Funds, Product Marketing, Marketing Strategy, Investments, Marketing, Cross-functional Team..., Corporate Communications, Management, Social Media, Program Management, Project Management, Account Management, Internal Communications, Financial Advisory, Content Strategy, Sales, Digital Media, Leadership, Online Marketing, Direct Marketing, Digital Strategy, Social Media Marketing, Marketing Communications, Email Marketing

Education
University of Richmond
Bachelor of Science Business Administration, Finance

University of Richmond
Post Baccalaureate, Information Systems

Tyler Pugh, CMT Tyler Pugh, CMT Roanoke, Virginia Details
Tyler Pugh, CMT's Wells Fargo Advisors, LLC Experience March 2007 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2007 - Present
Wachovia Corporate and Investment Banking   1999 - 2007

Education
University of Richmond - Robins School of Business   1993 — 1997
BSBA Finance

Jim Gruett Jim Gruett Bellingham, Washington Area Details
Jim Gruett's Wells Fargo Advisors, LLC Experience February 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2010 - Present
Morgan Stanley Smith Barney  September 2001 - May 2009
Merrill Lynch  May 1993 - August 2001

Skills
Comprehensive Wealth..., Retirement Income..., 401k Rollovers, Insurance Review, Wealth Management..., Retirement, Wealth Management, Finance, Insurance, Investments, Portfolio Management, Customer Service, Strategic Planning, Retirement Planning, Leadership, Mutual Funds, Series 7, Financial Analysis, Team Building, Credit, Asset Allocation

Education
University of South Florida - College of Business Administration   1984 — 1989
BS, Business, Marketing

Kevin Wolfendale Kevin Wolfendale Pittsburgh, Pennsylvania Details
Kevin Wolfendale's Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  August 2013 - Present
Wells Fargo Advisors LLC  February 2012 - August 2013
University of Pittsburgh  May 2011 - January 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Outlook, Teamwork, Social Media

Education
University of Pittsburgh   2009 — 2013
Bachelor of Science (B.S.), Finance, Minor: Economics

Stephanie Midler, CIMA®, CFP® Stephanie Midler, CIMA®, CFP® Boca Raton, Florida Details
Stephanie Midler, CIMA®, CFP®'s Wells Fargo Advisors, LLC Experience February 2012 - Present
Job Financial Advisor, Assistant Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2012 - Present
Morgan Stanley Smith Barney  August 2001 - February 2012
Infinity Resource Group   January 1998 - June 2001

Skills
Investments, Retirement, Investment Strategies, Retirement Planning, Insurance, Asset Allocation, Financial Advisory, Mutual Funds, Investment Planning, Estate Investment...

Education
University of South Florida   1989 — 1994
BA, Interdisciplanary Social Science

Julie Vieburg Julie Vieburg Washington, District Of Columbia Details
Julie Vieburg's Wells Fargo Advisors, LLC Experience May 2009 - May 2010
Job Government Affairs Manager at Usa Rice Federation
Industry Fund-Raising
Experience
Usa Rice Federation  January 2015 - Present
Advanced Network Strategies  January 2011 - January 2015
Tiffany & Co.   November 2010 - December 2010
Wells Fargo Advisors, LLC   May 2009 - May 2010
The Ovrom Group   June 2009 - August 2009
Advanced Network Strategies  May 2008 - August 2008

Skills
Fundraising, Marketing, Management, Budgets, Training, Microsoft Excel, Event Planning, Public Speaking, Social Media, Nonprofits, Public Relations, Strategic Planning, PowerPoint, Community Outreach, Government, Public Policy, Accounting, Finance, Sales

Education
University of San Diego   2006 — 2010
BBA in Finance & BA in Political Science

Notre Dame Preparatory High School   2002 — 2006

Gordon Boyd Gordon Boyd Columbia, South Carolina Details
Gordon Boyd's Wells Fargo Advisors, LLC Experience May 2007 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2007 - Present
A. G. Edwards & Sons, Inc.   January 1989 - May 2007
Citizens & Southern Securities, Inc.   September 1986 - January 1989

Skills
Financial Guidance

Education
University of South Carolina-Columbia   1981 — 1985
Bachelor of Science in Business Administration, Finance and Marketing

Steven C Novotny Steven C Novotny Greater San Diego Area Details
Steven C Novotny's Wells Fargo Advisors, LLC Experience September 2004 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   September 2004 - Present
Bank One  August 2003 - August 2004
J.B. Oxford   May 1995 - May 2001
Olde Discount Brokers  1994 - 1995
Fd. Titus   1993 - 1994

Education
Arizona State University   1987 — 1991
B.S., Exercise Science

Stephen Morgan, Financial Advisor, CRPC® Stephen Morgan, Financial Advisor, CRPC® Villa Rica, Georgia Details
Stephen Morgan, Financial Advisor, CRPC®'s Wells Fargo Advisors, LLC Experience May 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   May 2013 - Present
SunTrust Investment Services, Inc.   March 2011 - May 2013
United Community Advisory Services   July 2002 - March 2011
J. Leek Assoc.   1992 - 1996

Skills
Retirement Planning, Investments, Financial Advisory, Asset Allocation, Qualified Retirement..., Rollovers, Income, Asset Protection, Retirement, Insurance, Finance, 401k Rollovers, Fixed Annuities

Education
The University of Georgia   1990 — 1992
Master of Science (M.S.), Agricultural Economics

The University of Georgia   1987 — 1990
Bachelor of Science (B.S.), Agricultural Economics

Andrew College   1985 — 1987
Associate's degree

Michael Zepatos Michael Zepatos Greater Memphis Area Details
Michael Zepatos's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Financial Advisor Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   January 2013 - Present
AT&T  June 2006 - January 2012

Skills
Sales, Customer Retention, Customer Service, Investments, Microsoft Office, Microsoft Excel, Access, Training, Telecommunications, HTML, Financial Analysis, Sales Operations, Retirement Planning, Microsoft Word, Team Leadership, Process Improvement, Data Analysis, Microsoft Office 2007, PowerPoint, Account Management, Insurance, Financial Services, Life Insurance, Term Life Insurance, Fixed Income, Marketing, Project Management, MS Project

Education
Christian Brothers University   2003 — 2007
Bachelor of Science (B.S.)

Drew Hawley Drew Hawley Owensboro, Kentucky Area Details
Drew Hawley's Wells Fargo Advisors, LLC Experience June 1990 - August 2011
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons  August 2011 - Present
Wells Fargo Advisors, LLC.   June 1990 - August 2011

Education
Brescia University   1988 — 1990
BS, Finance

University of Kentucky   1984 — 1988

Peter Wint Peter Wint Columbia, South Carolina Details
Peter Wint's Wells Fargo Advisors, LLC Experience January 2007 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2007 - Present

Education
University of South Carolina-Columbia   1988 — 1991
Bachelor of Science in Business Administration

Kimberly Rule Kimberly Rule Dallas, Texas Details
Kimberly Rule's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   October 2014 - Present
Citi Private Wealth Management   February 2013 - October 2014
LPL Financial  November 2010 - February 2013
Merrill Lynch  February 2009 - November 2010
Banc of America Investments  February 2009 - November 2010
Wachovia, A Wells Fargo Company  December 2004 - February 2009
Independent Insurance Agent  June 2002 - December 2004
Morgan Stanley  1997 - 2002
Exxon Corporation  1990 - 1997
Steak and Ale Restaurant Corporation   1984 - 1989

Skills
Investments, Securities, Retirement, Retirement Planning, High Net Worth..., Insurance, Mutual Funds, Financial Analysis, Wealth, Asset Allocation, Alternative Investments, Credit, Risk Management, Fixed Annuities, Term Life Insurance, Annuities, Bonds, 401k, FINRA, Options, Equities, Long Term Care, IRA's, Fixed Income, Pensions, Investment Strategies, Business Planning, Cash Management, Trading, Customer Relations, Employee Benefits, Compliance, Funding

Education
College for Financial Planning   2002 — 2011
Various

Fred Shearer Fred Shearer Greater Pittsburgh Area Details
Fred Shearer's Wells Fargo Advisors, LLC Experience June 2010 - October 2011
Job Regional Sales Executive
Industry Financial Services
Experience
Entitle Direct Group, Inc.   April 2014 - September 2014
NXTLoan First American Mortgage Trust  January 2013 - April 2014
MetLife  October 2011 - December 2012
Wells Fargo Advisors, LLC   June 2010 - October 2011
Wells Fargo Home Mortgage  2005 - 2008
PA Preferred Mortgage   1997 - 2005
Fleet Mortgage  August 1985 - October 1997

Education
University of Pittsburgh   1976 — 1980
BA, Business/Economics

Thor Teigen Thor Teigen Minden, Nevada Details
Thor Teigen's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Wachovia Securities, LLC.   January 2008 - May 2009
A.G. Edwards & Sons, Inc.   January 1993 - January 2008
M.L. Stern and Co. Inc.   January 1987 - January 1993

Skills
Investments, Finance, Retirement Planning, Strategic Financial..., Asset Allocation, Retirement, Asset Management, Securities, Investment Advisory, Portfolio Management, Wealth Management, FINRA, Mutual Funds, Series 7, Capital Markets, Series 63, Financial Planning

Education
University of Southern California   1979 — 1984
B.S., Industrial and Systems Engineering

Los Altos High School   1975 — 1979

Holds FINRA Series 7, 9, 10, 63, 66 registrations

Scott Schechinger Scott Schechinger Tampa/St. Petersburg, Florida Area Details
Scott Schechinger's Wells Fargo Advisors, LLC Experience 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2007 - Present

Education
University of South Florida   1999 — 2003
Bachelors of Science, Finance

Lynne Cross Lynne Cross West Palm Beach, Florida Area Details
Lynne Cross's Wells Fargo Advisors, LLC Experience 2010 - November 2013
Job Client Advisor Vice President at SunTrust Bank Wealth Management
Industry Financial Services
Experience
SunTrust Bank  August 2013 - Present
SunTrust Investment Services Inc.  August 2013 - Present
Wells Fargo Advisors, LLC   2010 - November 2013
Citi Private Bank  2001 - 2010
Chase Manhattan Private Bank  1991 - 2001

Education
University of Phoenix
BS, Business Administration and Management, General

Derrick Alderman, CFP® Derrick Alderman, CFP® Orlando, Florida Area Details
Derrick Alderman, CFP®'s Wells Fargo Advisors, LLC Experience July 2010 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2010 - Present
Edward Jones  July 2008 - June 2010
Wells Fargo Financial  June 2007 - May 2008

Education
University of Saint Francis   2003 — 2007
Bachelor's of Science, Accounting

Richard J Gladney Richard J Gladney Providence, Rhode Island Details
Richard J Gladney's Wells Fargo Advisors, LLC Experience 2000 - Present
Job Senior Vice President Investment Officer The Gladney Consulting Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2000 - Present
Morgan Stanley Dean Witter  1985 - 2000
EF Hutton  1983 - 1985

Education
College of Estate and Financial Planning   1986 — 1987

University of Rhode Island   1973 — 1976
B.A., Education

Barrington High School

Kenneth Fickling Kenneth Fickling Charleston, South Carolina Details
Kenneth Fickling's Wells Fargo Advisors, LLC Experience January 2007 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   January 2007 - Present

Skills
Retirement Planning, Investments, Asset Allocation, Retirement, Strategic Investment...

Education
College of Charleston   1987 — 1992

Art Gerson Art Gerson Washington D.C. Metro Area Details
Art Gerson's Wells Fargo Advisors, LLC Experience January 2010 - January 2012
Job MercedesBenz Sales & Leasing at Euro Motorcars Gemantown
Industry Automotive
Experience
Euro Motorcars Germantown   January 2015 - Present
MassMutual Greater Washington  October 2013 - January 2015
Oppenheimer & Co.   April 2012 - September 2013
Wells Fargo Advisors, LLC   January 2010 - January 2012
Euro Motorcars   August 2002 - January 2010

Education
University of Pittsburgh
B.S., J.D., Law

David Dawkins David Dawkins Orlando, Florida Area Details
David Dawkins's Wells Fargo Advisors, LLC Experience December 2013 - Present
Job Senior Vice President, Complex Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   December 2013 - Present
Wells Fargo Advisors, LLC   August 2011 - December 2013
UBS Wealth Management  2009 - 2010
UBS Wealth Management  2007 - 2009
McLaughlin, Piven, Vogel Securities, Inc.   2005 - 2007
By the Hand Club for Kids  2003 - 2005
Bear Stearns & Company, Inc   2002 - 2003

Skills
Financial Services, Business Development, Strategy, Leadership, Coaching, Securities, Retirement Planning, Leadership Development, Training, Management, Equities, Investments, Sales Management, Program Management

Education
City University of New York-Hunter College
Chemistry

Keith Epstein, CFP® Keith Epstein, CFP® West Palm Beach, Florida Details
Keith Epstein, CFP®'s Wells Fargo Advisors, LLC Experience August 1994 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1994 - Present

Skills
Investments, Retirement Planning, Mutual Funds, Insurance, 401k

Education
University of South Florida   1992 — 1994
BA, Accounting

Edward Zerweck Edward Zerweck Walnut Creek, California Details
Edward Zerweck's Wells Fargo Advisors, LLC Experience July 2005 - June 2011
Job Financial Advisor at LPL Financial LLC
Industry Financial Services
Experience
LPL Financial LLC  December 2010 - Present
Wells Fargo Advisors, LLC   July 2005 - June 2011
Morgan Stanley LLC Member SPIC   February 1998 - July 2005

Education
University of San Francisco   1981 — 1990
BS and MS, Biochemisty

Daniel Sasi Daniel Sasi San Francisco Bay Area Details
Daniel Sasi's Wells Fargo Advisors, LLC Experience September 2009 - December 2009
Job Investment Banking Associate at BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  June 2015 - Present
Oppenheimer & Co. Inc.   December 2014 - June 2015
D.A. Davidson Companies   April 2013 - November 2014
Pacific Crest Securities  March 2011 - March 2013
Pacific Crest Securities  June 2010 - August 2010
Viewpoint Securities   January 2010 - May 2010
Wells Fargo Advisors, LLC   September 2009 - December 2009

Skills
Investment Banking, Valuation, Financial Modeling, LBO, Business Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Capital IQ, Private Equity, Bloomberg, Corporate Development, Capital Markets, Equities, Corporate Finance, Private Placements, DCF, Microsoft Office, Valuation Analysis, Equity Capital Markets, Divestitures, SaaS, Digital Media, Finance

Education
University of San Diego   2008 — 2011
Bachelor of Business Administration (BBA), Finance

Philip Cutler Philip Cutler Greater New York City Area Details
Philip Cutler's Wells Fargo Advisors, LLC Experience December 2009 - January 2010
Job Associate at Nomura Securities
Industry Financial Services
Experience
Nomura Securities  May 2014 - Present
Nomura Securities  July 2012 - April 2014
Nomura Securities  June 2011 - August 2011
Wells Fargo Advisors, LLC.   December 2009 - January 2010
UBS Financial Services, Inc.   July 2008 - August 2008
Sound View Sports Camp   June 2008 - August 2008

Skills
Equities, Capital Markets, Financial Markets, Data Analysis, Corporate Finance, Macroeconomics, Business Strategy, Client Services, Fixed Income, Risk Management, Prime Brokerage, Hedge Funds, Client Service Oriented, Economics, Investments, Series 7, Electronic Trading, Bloomberg

Education
Middlebury College   2008 — 2012
B.A., Economics

Dartmouth College - The Tuck School of Business at Dartmouth   2010 — 2010
Business Bridge

Brunswick School   1994 — 2008

Sarah Crowell Sarah Crowell Narragansett, Rhode Island Details
Sarah Crowell's Wells Fargo Advisors, LLC Experience June 2013 - March 2015
Job Event Design Coordinator at Exquisite Events Design
Industry Events Services
Experience
Ava Anderson Non Toxic  August 2015 - Present
Exquisite Events Design  March 2015 - Present
Wells Fargo Advisors, LLC   June 2013 - March 2015
ALEX AND ANI  March 2012 - June 2013
ALEX AND ANI  October 2012 - January 2013

Skills
Management, Inventory Management, Facebook, Merchandising, PowerPoint, Customer Service, Event Planning, Event Management, Marketing, Teamwork, Time Management, Microsoft Word, Purchasing, Fashion, Visual Merchandising, Sales, Customer Satisfaction, Microsoft Excel, Data Entry, Hospitality, Training, Customer Relations

Education
University of Rhode Island   2010 — 2014
Bachelor's Degree in Business Administration, Marketing

Caitlin McCormick Caitlin McCormick Charlotte, North Carolina Area Details
Caitlin McCormick's Wells Fargo Advisors, LLC Experience June 2015 - Present
Job Registered Client Associate Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   June 2015 - Present
Wells Fargo Advisors, LLC.   September 2013 - July 2015

Education
Appalachian State University   2008 — 2012
Bachelor of Fine Arts (BFA), Graphic Design

Casey Earnest Casey Earnest New York, New York Details
Casey Earnest's Wells Fargo Advisors, LLC Experience June 2013 - July 2014
Job Licensed Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo  July 2014 - Present
Wells Fargo Advisors, LLC.   June 2013 - July 2014
Generations Group Homes Inc.   October 2012 - May 2013
GrandSouth Bank  May 2012 - August 2012
GrandSouth Bank  May 2011 - August 2011

Skills
Series 7, series 66, SAFE Registered, Life Insurance, Economics, Banking, Loans, Nonprofits, Credit, Commercial Banking, Financial Analysis, Portfolio Management, Financial Reporting, Market Research, Social Media Marketing, Financial Accounting, SAS, Marketing Research, Relationship Management, Accounting, Management, Social Media

Education
Clemson University - College of Business and Behavioral Science   2009 — 2012
Bachelor of Arts (B.A.), Economics

Vincent Graziano Vincent Graziano New Port Richey, Florida Details
Vincent Graziano's Wells Fargo Advisors, LLC Experience January 2012 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2012 - Present
Morgan Stanley  April 1998 - January 2012

Skills
Investments, Retirement, Mutual Funds, Retirement Planning, Asset Allocation, Investment Strategies, Securities, Financial Advisory, 401(k) Rollovers, Annuities, Wealth-Preservation..., Insurance, Estate Investment..., Portfolio Management, Asset Management, 401k, Alternative Investments

Education
University of South Florida
Bachelor of Arts (B.A.)

Paul John Aubin Paul John Aubin Washington D.C. Metro Area Details
Paul John Aubin's Wells Fargo Advisors, LLC Experience February 2008 - Present
Job Senior Vice PresidentInvestment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2008 - Present

Skills
Wealth Management, Strategic Financial..., Series 7, Investments, Asset Allocation

Education
University of Rhode Island - College of Business Administration   1986 — 1990
BS, Finance

Gay Marie Bone, CFP® Gay Marie Bone, CFP® Sacramento, California Area Details
Gay Marie Bone, CFP®'s Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   May 2008 - Present
Morgan Stanley  January 1999 - April 2008
Dean Witter  May 1995 - December 1998

Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Insurance, Securities, Equities, Financial Services, Series 63

Education
Golden Gate University   1991 — 1993
MBA, Business Administration

California State University-Chico   1985 — 1988
B.S., Business Management

Cottey College   1983 — 1985
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities

Joel E. Ferris High School   1979 — 1983
high school, general

Holds FINRA Series 7, 63, 65, 31, registrations

Patrick Garcia Patrick Garcia Greater New York City Area Details
Patrick Garcia's Wells Fargo Advisors, LLC Experience October 2008 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2008 - Present
West Essex Cowboys Football   2012 - 2014
UBS Global Wealth Management   March 2006 - October 2008
Smith Barney Wealth Management   July 2000 - March 2006
Quick & Reilly, Inc.   July 1992 - July 2000

Skills
Investment Strategies, Retirement Planning, Asset Allocation

Education
University of Scranton   1986 — 1990

Ridgefield Park High School   1982 — 1986

Stephen Papale Stephen Papale San Francisco Bay Area Details
Stephen Papale's Wells Fargo Advisors, LLC Experience September 2008 - Present
Job Senior Vice President Investments, Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2008 - Present
Lehman Brothers Inc.  1998 - 2008
Shearson Lehman Brothers  1991 - 1997
Pacific Stock Options Exchange   1983 - 1991

Skills
Alternative Investments, Private Equity

Education
University of San Francisco   1974 — 1976
BS, Economics

Brian Levinson Brian Levinson Greater St. Louis Area Details
Brian Levinson's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job WFA Supervision Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
Wells Fargo Advisors, LLC   April 2012 - April 2014
Wells Fargo Advisors, LLC   May 2010 - April 2012
Edward Jones  March 2008 - December 2008
deVan Sealants, Inc.   November 2005 - March 2008
Futon Expres'   September 1996 - April 2004

Skills
Wealth Management, Finance, Mutual Funds, Sales, Microsoft Excel, Series 63, Customer Service, Leadership, Series 7, Process Improvement

Education
University of Phoenix   2006 — 2010
B.S., Business Administration

Marc Beckstrand Marc Beckstrand Greater Salt Lake City Area Details
Marc Beckstrand's Wells Fargo Advisors, LLC Experience December 2012 - Present
Job Team Lead with Wells Fargo Advisors, LLC.
Industry Computer & Network Security
Experience
Wells Fargo Advisors, LLC.   December 2012 - Present
McKay Lions, LLC   November 2012 - February 2013
CLEARLINK  February 2012 - October 2012
New Horizons  April 2011 - September 2011
Independent Loan Officer   March 2009 - April 2011
Prime Access Mortgage   October 2004 - March 2006
McLeodUSA  June 1999 - October 2003

Skills
Financial Statements, Detail Orineted, US GAAP reporting, Analytical, Customer Retention, Account Management, Customer Growth, Coaching, Training, Mortgage Lending, Credit, Financial Analysis..., Loans, Finance, Loan Origination, Refinance, FHA, VA Loans, Investment Properties, Microsoft Office, Microsoft Excel, Investments, Customer Service, Inbound Marketing, Outbound Marketing, Analysis, Customer Satisfaction, Financial Analysis, Team Building, CRM, Strategic Planning, VA loans, Team Leadership, Contract Negotiation, Management, Leadership, Public Speaking, Time Management, Project Management, Highly detail oriented, Solution Selling, Small Business, Negotiation, Call Center, Banking, Mortgage Banking, Business Development, Demand Generation, Analytical Skills, Business Strategy

Education
LDS Business College   2012 — 2014
Financial/Managerial Accounting

Brigham Young University   1987 — 1997
Bachelor of Fine Arts (B.F.A.), Film (communications) Minor in Business Management

James Nolte, CFP® James Nolte, CFP® Fort Myers, Florida Area Details
James Nolte, CFP®'s Wells Fargo Advisors, LLC Experience January 1976 - Present
Job Managing Director Investment Officer at Nolte Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1976 - Present

Skills
Investments, Insurance, Management, Asset Allocation, Financial Advisory, Financial Services, Fixed Income Strategies, Investment Planning, Investment Strategies, Relationship Management, Retirement, Wealth Preservation..., Retirement Savings, 401k Rollovers, Deferred Compensation, Stock Market Analysis, tax efficient strategies, Retirement Planning, Mutual Funds, business-succession..., Concentrated Stock..., estate investment..., multi-generational..., Retirement Plan..., tax-efficient strategies, bonds, annuities, Business Owner Planning, Financial Analysis, securities

Education
College of Financial Planning   1979 — 1979
Certified Financial Planner

University of South Florida
BA

M. Scott Brown, CFP® M. Scott Brown, CFP® Lexington, South Carolina Details
M. Scott Brown, CFP®'s Wells Fargo Advisors, LLC Experience March 2004 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2004 - Present
Merrill Lynch  April 1999 - March 2004

Education
University of South Carolina - Darla Moore School of Business   1994 — 1997
B.S., Finance

Cindi Scott Cindi Scott Cincinnati Area Details
Cindi Scott's Wells Fargo Advisors, LLC Experience February 2008 - July 2009
Job Managing Officer at New Foundation Savings Bank
Industry Banking
Experience
New Foundation Savings Bank, NMLS# 487896   August 2009 - Present
Wells Fargo Advisors, LLC.   February 2008 - July 2009
Wells Fargo Home Mortgage  September 2001 - February 2008
Huff Realty  September 1999 - September 2001

Skills
Real Estate, Customer Service, Loans, Microsoft Office, Social Media, First Time Home Buyers, Investments, FHA, Sales, Insurance, Referrals, Marketing, Investment Properties, VA loans, Mortgage Lending, Foreclosures, Management, Short Sales, Single Family Homes, Relocation, Finance, Sellers, Residential Homes, Credit

Education
Arizona State University   1982 — 1984

Joseph Tabaka, CFP® Joseph Tabaka, CFP® Greater Pittsburgh Area Details
Joseph Tabaka, CFP®'s Wells Fargo Advisors, LLC Experience September 1999 - Present
Job First Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 1999 - Present
McJunkin Redman Corporation  September 1995 - August 1999
Valquip Corporation   October 1993 - August 1995
Commercial Industrial Equipment   April 1992 - September 1993
University of Pittsburgh  September 1987 - March 1992

Skills
Investments, Retirement Planning, IRAs, Equities, Alternative Investments, 401k, Financial Services

Education
University of Pittsburgh   1987 — 1991
BA, Business/Economics

Central Catholic   1983 — 1987

Gregg Marks Gregg Marks Florham Park, New Jersey Details
Gregg Marks's Wells Fargo Advisors, LLC Experience August 2011 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   August 2011 - Present
UBS  2006 - 2011
UBS Investment Bank  2004 - 2006
Morgan Stanley  2002 - 2004
Merrill Lynch  1995 - 2002

Skills
Investments, Securities, Investment Planning, Retirement Planning, Investment Strategies, Stock Analysis, 401k Rollovers, Asset Allocation, Fixed Income Strategies

Education
Alfred University   1986 — 1990
Bachelor of Science (B.S.), Business Adminstration

Jason Madison, CRPC® Jason Madison, CRPC® Richmond, Virginia Area Details
Jason Madison, CRPC®'s Wells Fargo Advisors, LLC Experience August 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2013 - Present
Wells Fargo  August 2012 - August 2013
Wells Fargo  August 2010 - August 2012
Wells Fargo  January 2010 - August 2010
Wachovia/Wells Fargo Bank  September 2007 - January 2010

Skills
Loans, Investments, Series 63, Banking, Mortgage Lending, Asset Allocation, Series 7, Fixed Annuities, Securities, Credit, Retirement, Financial Services, Portfolio Management, Insurance, Finance

Education
University of Richmond   1998 — 2001
Bachelor's

Clover Hill High School   1994 — 1997

Reed Yates Reed Yates Dallas/Fort Worth Area Details
Reed Yates's Wells Fargo Advisors, LLC Experience June 1999 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   June 1999 - Present

Education
University of North Texas   1971 — 1976
M.A., Clinical Psychology

Centenary College of Louisiana   1964 — 1967
B.A., Psychology

Janette San Luis Janette San Luis San Francisco Bay Area Details
Janette San Luis's Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Operations specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2014 - Present
Franklin Templeton Investments  November 2013 - February 2014
Bank of America Merrill Lynch  September 2012 - August 2013
Experience Unlimited  2011 - September 2012
Savitr Capital   July 2011 - September 2011
State Street  October 2006 - December 2008
Great Florida Bank  2006 - 2006
Bridgebay Financial   November 2003 - February 2005
Sun Microsystems  June 2000 - October 2003
Contra Costa County  June 1992 - June 2000

Skills
Finance, Risk Management, Equities, Cash Management, Fixed Income, Investments, Mutual Funds, Asset Allocation, Treasury Management, Forecasting, Accounting, Management

Education
University of San Francisco   1996 — 1998
Bachelor of Science, Public Administration

Randolph Brock Randolph Brock Jenkintown, Pennsylvania Details
Randolph Brock's Wells Fargo Advisors, LLC Experience October 2006 - Present
Job Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2006 - Present
Morgan Stanley  November 1986 - October 2006

Skills
Investments, Financial Advice, Securities, Financial Services, Retirement, Mutual Funds, Strategic Planning, 401k Rollovers, Insurance, Municipal Bonds, Bonds, Fixed Income Strategies, Retirement Plan..., Multigenerational..., Estate Investment..., Wealth Preservation..., Variable Annuities, Government Bonds, Stock Market, Stocks, Deferred Compensation, Tax-Efficient Strategies

Education
University of Pittsburgh   1978 — 1982
BS Business

Abington Friends School   1970 — 1977
Diploma

Kassandra Johnson Kassandra Johnson Minneapolis, Minnesota Details
Kassandra Johnson's Wells Fargo Advisors, LLC Experience September 2009 - February 2011
Job Knowledge Manager and Trainer at RiverSource
Industry Financial Services
Experience
RiverSource  April 2015 - Present
RiverSource  July 2014 - April 2015
Ameriprise Financial Services, Inc.   November 2012 - June 2014
Ameriprise Financial Services, Inc.   March 2011 - November 2012
Wells Fargo Advisors, LLC   September 2009 - February 2011
Moonshadow Farms   April 2009 - October 2009
Harry & David Operations Corp.   March 2006 - December 2008
Harry & David Operations Corp.   June 2005 - March 2006
Red Cedar Medical Center   November 2003 - May 2005
The Niche  September 2004 - December 2004

Skills
Customer Service, Recruiting, Employee Relations, Talent Acquisition, Human Resources, Outlook, Performance Management, Microsoft Excel, Retail, Payroll, Employee Benefits, Sourcing, Training, Onboarding, Microsoft Word, PowerPoint, HRIS, Time Management, Team Building, Management, Interviews, Process Improvement, Inventory Management, Leadership, Analysis, Budgets, Sales, New Hire Orientations, Hiring, Marketing, Leadership Development, Insurance, Customer Retention, Cold Calling

Education
University of Phoenix   2006 — 2008
MBA, Human Resource Management

University of Wisconsin-Stout   2001 — 2004
BS, Retail Merchandising & Management

Centennial High School   1997 — 2001

Matthew Vattioni Matthew Vattioni Lancaster, California Details
Matthew Vattioni's Wells Fargo Advisors, LLC Experience January 2011 - Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   January 2011 - Present
Wells Fargo Investments  June 2010 - January 2011
Wells Fargo  November 2006 - June 2010
Rent-A-Center  November 2002 - November 2006

Skills
Financial Services, Wealth Management, Investments, Finance, Retirement, Investment Strategies, Insurance, Loans, Customer Service, Leadership, Public Speaking, Series 7, Access, Banking, Retirement Planning, Microsoft Office

Education
California State University-Bakersfield
Master of Business Administration (MBA)

California State University-Bakersfield
Bachelor of Science (B.S.), Business Administration and Management, General

Antelope Valley College
Associate of Arts (A.A.), Business Administration

Antelope Valley College
Associate of Arts (A.A.), Letters, Arts & Sciences

William Wolfe, CFP® William Wolfe, CFP® Charlottesville, Virginia Area Details
William Wolfe, CFP®'s Wells Fargo Advisors, LLC Experience September 2007 - Present
Job Financial Advisor | Senior Vice President | Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   September 2007 - Present
Merrill Lynch  June 1995 - September 2007
US Army  May 1991 - April 1999

Skills
Investments, Financial Advisory, Retirement Planning, Asset Allocation, Risk Management, Financial Services, Investment Strategies, Securities, Strategic Planning, Financial Analysis, Retirement

Education
The American College
Master's Degree, Financial Services

Emory and Henry College
Bachelor's Degree, Economics

Emory and Henry College
Bachelor's Degree, Computer Science

Sean Forbes Sean Forbes La Jolla, California Details
Sean Forbes's Wells Fargo Advisors, LLC Experience April 2012 - February 2014
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
FOMON & ULLOA Wealth Management Group of Wells Fargo Advisors   February 2014 - Present
Wells Fargo Advisors, LLC   April 2012 - February 2014

Skills
Microsoft Office, PowerPoint, Investments, Microsoft Excel, Finance, Financial Analysis, Leadership, Microsoft Word, Accounting, Management, Business Strategy, Budgets, Data Analysis, Retail, Strategic Planning, Business Analysis, Microsoft Office..., Financial Statements, Team Leadership, Customer Service, Variance Analysis, Bloomberg Terminal

Education
University of San Diego School of Business Administration   2015 — 2016
Master of Science (M.S.), Finance

University of San Diego School of Business Administration   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Caleb Goding Caleb Goding Charleston, South Carolina Area Details
Caleb Goding's Wells Fargo Advisors, LLC Experience October 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2011 - Present
Sphere, LLC   August 2011 - October 2011
Virginia College, LLC   June 2009 - August 2011
LandTech Inc. of South Carolina   May 2007 - June 2009
Enterprise Rent-A-Car  May 2005 - May 2007
BI-LO, LLC  August 2000 - June 2005

Skills
Retirement Planning, Business Strategy, Risk Management, Financial Services, Microsoft Excel, Strategic Planning, 401k Rollovers, Retirement Plan..., Investment Strategies, Business Owner Planning

Education
University of South Carolina - The Moore School of Business   2002 — 2006
Bachelor of Science in Business Administration, Accounting and Management - Entrepreneurship

Edward D. Wilder Edward D. Wilder Bellevue, Washington Details
Edward D. Wilder's Wells Fargo Advisors, LLC Experience September 2010 - Present
Job First Vice President Investments, PIM® Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2010 - Present
Morgan Stanley Smith Barney  December 2004 - September 2010
Auto Consultants Northwest   1991 - 2004

Skills
Stock Market Analysis, Investment Strategies, 401k Rollovers, Insurance, Fixed Income Strategies, Multi-generational..., Retirement Plan...

Education
University of Puget Sound   1982 — 1986
BA, Political Science

Kents Hill School   1980 — 1982
H.S., College Prep.

Helen Swift-Dovel Helen Swift-Dovel Charlottesville, Virginia Area Details
Helen Swift-Dovel's Wells Fargo Advisors, LLC Experience August 2002 - Present
Job Financial Advisor/ Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   August 2002 - Present
First Union National Bank  1998 - 2002
Commonwealth Copiers Bus Mchs   1983 - 1996

Skills
Wealth Strategies, Investment Strategies, Retirement Planning, Financial Services

Education
Penn State University   1974 — 1976
Bachelor of Humanities, Humanities, Secondary Education-English

Jeffrey Krupnick Jeffrey Krupnick Sarasota, Florida Details
Jeffrey Krupnick's Wells Fargo Advisors, LLC Experience May 2008 - December 2014
Job JHS Capital Advisors, Executive Vice President
Industry Financial Services
Experience
JHS Capital Advisors, LLC  January 2015 - Present
Wells Fargo Advisors, LLC   May 2008 - December 2014
Soloman Smith Barney  May 2004 - May 2008
Merrill Lynch  February 2000 - May 2004

Skills
Customer Service, Financial Analysis, Mortgage Lending, Investments, Wealth Management, Commercial Lending, Retirement Planning, Asset Allocation, Portfolio Management, Mutual Funds, Asset Based Lending, Finance, Asset Management, Securities

Education
University of South Florida   1998 — 2000
Bachelor of Science (BS), College of Business Administration

St. Rose High School   1991 — 1993

Rumson Country Day School   1980 — 1989

Renee Massey Renee Massey Jacksonville, Florida Area Details
Renee Massey'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
Wells Fargo Bank  December 2009 - March 2013
Wachovia, A Wells Fargo Company  December 2007 - December 2009
Wachovia, A Wells Fargo Company  1997 - 2007

Skills
Banking, Investments, Management, Financial Services, Finance, Financial Advisory, Insurance, Sales, Business Development, Small Business, Budgets, Portfolio Performance...

Education
Flagler College   1983 — 1985
Business Administration and Management

Deonna Wylie Deonna Wylie Columbia, South Carolina Details
Deonna Wylie's Wells Fargo Advisors, LLC Experience September 2008 - January 2014
Job Procurement Compliance Analyst
Industry Information Technology and Services
Experience
Teradata  2014 - Present
Wells Fargo Advisors LLC  September 2008 - January 2014
AXA Advisors LLC  October 2007 - July 2008

Skills
Finance, Conscientious work..., Professional..., Proficient in Microsoft..., Self-starter with..., Ability to adapt to..., Excellent problem solver, Team oriented, Extreme attention to..., Team-oriented, Customer Service, Microsoft Excel, Insurance, Investments, Microsoft Office, Project Management

Education
University of South Carolina-Columbia   2003 — 2007
Bachelor of Arts (B.A.), Economics

Dominic Repetti Dominic Repetti Greater San Diego Area Details
Dominic Repetti's Wells Fargo Advisors, LLC Experience 1999 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1999 - Present

Skills
401k, Retirement Planning, Investments, Retirement, Mutual Funds, Employee Benefits, Budgets, Alternative Investments, Microsoft Excel, Asset Allocation, Securities, Process Improvement

Education
University of San Diego

Bill Coffey Bill Coffey Charlotte, North Carolina Area Details
Bill Coffey's Wells Fargo Advisors, LLC Experience December 1995 - Present
Job Product Manager Innovation & StrategyWells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1995 - Present
MetLife Financial Services  December 1993 - November 1995

Skills
Mutual Funds, Series 7, Wealth Management, Banking, Securities, Series 63, Fixed Annuities, Financial Services, Portfolio Management, FINRA, Investments, Investment Advisory, Relationship Management, Asset Management, Asset Allocation

Education
University of Pittsburgh-Johnstown   1980 — 1984
B.A, Politics and Government

University of Pittsburgh-Johnstown   1980 — 1984
Bachelor of Arts (B.A.), Political Economy

Kurt Murphy Kurt Murphy Columbia, South Carolina Area Details
Kurt Murphy's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2015 - Present

Skills
Process Improvement, Customer Service, Microsoft Excel, Finance, Fundraising, Leadership, Team Building, Budgets, Life Insurance

Education
Abbeville High School   1994 — 1998

University of South Carolina-Columbia   1998 — 2002
Bachelors, Marketing, Management, Criminal Justice

Robby Porter Robby Porter Myrtle Beach, South Carolina Details
Robby Porter's Wells Fargo Advisors, LLC Experience March 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2014 - Present
Edward Jones  March 2011 - March 2014

Skills
401k Rollovers, Retirement Planning, Investments, IRAs, Life Insurance, Fixed Annuities, Variable Annuities, Simple IRA, Roth IRA, Traditional IRA

Education
University of South Carolina-Aiken   1993 — 1997
Business Management, Finance

Ricky Siu Ricky Siu Castro Valley, California Details
Ricky Siu's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors LLC  January 2015 - Present
Wells Fargo Bank, NA  June 2007 - January 2015
JPMorgan Securities LLC  August 2013 - November 2013
Sprint Nextel  February 2004 - April 2007
Circuit City  February 2003 - February 2004
The Good Guys  August 1996 - November 2002

Skills
Sales, Customer Service, Marketing, Sales Management, Team Building, Management, Life Insurance, Microsoft Excel, Microsoft Office, Coaching, Merchandising, Marketing Strategy, Budgets, Strategic Planning, Advertising, Microsoft Word, PowerPoint, Financial Advisory, Store Management

Education
University of Phoenix
Bachelors of Science in Business, Marketing

Jennifer Guadiz Jennifer Guadiz Worcester, Massachusetts Details
Jennifer Guadiz's Wells Fargo Advisors, LLC Experience July 2010 - Present
Job Financial Advisor, Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2010 - Present
Smith Barney  2005 - 2010
Morgan Stanley  2001 - 2005
American Express Financial Advisors  1999 - 2001

Skills
Retirement, Retirement Planning, 401(k) rollovers, Insurance, Investments, Securities, Mutual Funds, Tax-Efficient Strategies, Financial Services, Annuities, Multigenerational..., Investment Planning, Risk Management, Retirement Savings

Education
University of South Florida - College of Business Administration
Bachelor of Science (B.S.), Business Administration - Magna Cum Laude

Erick Conway, CFP® Erick Conway, CFP® San Diego, California Details
Erick Conway, CFP®'s Wells Fargo Advisors, LLC Experience January 2012 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   January 2012 - Present
Marine Corps Communications Electronics School  October 2002 - August 2006

Education
San Diego State University-California State University   2013 — 2014
Executive Financial Planner Advanced Certificate, Finance and Financial Management Services

Pepperdine University, The George L. Graziadio School of Business and Management   2009 — 2011
Management, Finance

El Camino College
A.A; A.S, Transfer Studies; Business Administration

Bob Rittel Bob Rittel Scottsdale, Arizona Details
Bob Rittel's Wells Fargo Advisors, LLC Experience July 1999 - Present
Job First Vice President Investment Officer, Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   July 1999 - Present

Skills
Investments, Fixed Income, Retirement Planning, Customer Service, Financial Services, Mutual Funds, Asset Allocation, Financial Advisory, Retirement, Financial Analysis, Securities, Equities, Insurance, Investment Strategies, Financial Planning

Education
Park University   1979 — 1983

Gregory Busdicker Gregory Busdicker Port Huron, Michigan Details
Gregory Busdicker's Wells Fargo Advisors, LLC Experience August 1986 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1986 - Present

Skills
Investments, Management, Retirement Planning, Financial Analysis, Finance, Mutual Funds, Securities, Alternative Investments, Financial Advisory, Asset Allocation, Equities, Hedge Funds, Investment Strategies, IRAs, Fixed Income, Financial Services, Insurance, Capital Markets, Risk Management, Strategic Planning

Education
University of South Carolina - The Moore School of Business   1976 — 1980
Bachelor of Science (B.S.), Business Administration

Christ School   1971 — 1975
High School, College Preparatory, 3rd - 6th Form

Brian Trymbiski Brian Trymbiski Greater Philadelphia Area Details
Brian Trymbiski's Wells Fargo Advisors, LLC Experience August 2012 - Present
Job Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC   August 2012 - Present
Investment Center of Wisconsin   June 2012 - October 2012
Merrill Lynch  December 2011 - June 2012
Ave Maria University  August 2011 - May 2012
Ave Maria University  August 2011 - December 2011
Kellogg Company  May 2008 - August 2008

Skills
Investments, Marketing Strategy, Sales, Research, Management, Risk Management, Leadership, Spanish, Data Analysis, Public Speaking, PowerPoint, Strategic Planning, Series 7, Advertising Sales, Market Research, Series 66

Education
Ave Maria University   2009 — 2011
Bachelor of Arts and Sciences, Economics

Central Bucks East

University of Pittsburgh

Neal Sperry Neal Sperry Tulsa, Oklahoma Area Details
Neal Sperry's Wells Fargo Advisors, LLC Experience September 1994 - Present
Job First Vice President Investments, Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  September 1994 - Present
Merrill Lynch  April 1984 - September 1994

Skills
Investments, Asset Allocation, Retirement Planning, Financial Advisory, Financial Analysis, 401k Rollovers, Investment Strategies, IRAs, 401k, Mutual Funds, Securities, Retirement, Fixed Annuities, Tactical Asset..., ETFs, Wealth Accumulation, Investment Planning, Variable Annuities, Long Term Care Insurance, Qualified Retirement..., Trusts, Alternative Investments, Roth IRA, Retirement Plan..., Risk Management, Saving for Education, Bonds, College Savings Plans, Financial Goals, Certified Financial...

Education
University of Tulsa   1979 — 1983
Bachelor's degree, Finance, General

University of Phoenix   2000 — 2002
Master of Arts (M.A.), Organizational Management

Bailey BB Williams Bailey BB Williams Greater St. Louis Area Details
Bailey BB Williams's Wells Fargo Advisors, LLC Experience December 2006 - Present
Job Technical Help Desk Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2006 - Present
Wells Fargo  2004 - Present

Skills
VMware, Windows, HTML, Team Leadership, Remedy, Software Documentation, Microsoft Office, Quality Assurance, Troubleshooting, Active Directory, Windows Server, Microsoft Word, PowerPoint, Customer Service, Windows 7, Technical Support, Disaster Recovery, BMC Remedy, Microsoft SQL Server, Outlook, System Administration, Windows XP, Project Management, Visio, SharePoint, Help Desk Support, Process Improvement, Computer Hardware

Education
University of Phoenix   1999 — 2001
BSIT, Information Technology

Sanford Brown College   1997 — 1999
Associate, Computer Programming/Internet Programming

Renato Boac Renato Boac Tampa/St. Petersburg, Florida Area Details
Renato Boac'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
Tampa Bay International Business Council   2010 - 2014

Skills
Series 7, Wealth Management, Financial Analysis, Series 63, Business Analysis, Investments, Mutual Funds, Retirement Planning, Customer Service, Asset Allocation, Retirement, Mortgage Lending, Strategic Financial..., Sales, Analysis, Loans, Management, Portfolio Management, Outlook, Credit, Finance, Underwriting

Education
University of South Florida   2000 — 2004
Bachelors, Finance

River Ridge High School

Stacey Rothman Stacey Rothman Tampa/St. Petersburg, Florida Area Details
Stacey Rothman's Wells Fargo Advisors, LLC Experience July 2007 - Present
Job Senior Registered Client Associate, Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2007 - Present
Wells Fargo Advisors, LLC or a predecessor company   December 1994 - March 2007
Invest Financial  1989 - 1994

Skills
Asset Allocation, Mutual Funds, Retirement Planning, Investments, Securities, Financial Advisory

Education
University of South Florida
Bachelor's of Science, Finance

Linda Fox, CFP (formerly Gangemi) Linda Fox, CFP (formerly Gangemi) Port Richey, Florida Details
Linda Fox, CFP (formerly Gangemi)'s Wells Fargo Advisors, LLC Experience January 2000 - Present
Job Financial Advisor, Associate Vice PresidentInvestments at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS LLC  January 2000 - Present

Skills
Retirement Planning, Financial Advisory, Asset Allocation, Financial Services, Insurance, Risk Management, Business Owner Planning, Business succession..., Estate Investment..., Fixed Income Strategies, Investment..., Stock Analysis, Wealth Preservation...

Education
University of South Florida   2003 — 2005
CERTIFIED FINANCIAL PLANNING

Harrison High School, Harrison NY   1983 — 1987

Mark Strube Mark Strube Carlisle, Pennsylvania Details
Mark Strube's Wells Fargo Advisors, LLC Experience March 1998 - Present
Job Senior Financial Advisor,Senior Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   March 1998 - Present

Education
Grace College and Seminary   1977 — 1980
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Dennis Crispin Dennis Crispin Greater Los Angeles Area Details
Dennis Crispin's Wells Fargo Advisors, LLC Experience 1996 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1996 - Present
EF Hutton & Co.   1986 - 1996

Skills
Retirement Planning, Asset Allocation, Mutual Funds, Investments, Retirement, 401k, Investment Strategies, Series 63, Fixed Annuities, Alternative Investments, Municipal Bonds, Asset Management, Investment Advisory, Portfolio Management, Financial Planning, Financial Services, Series 7, Series 65, Series 3, Series 24

Education
University of Southern California
BS, Finance

WHS

Rod St. John Rod St. John Greater St. Louis Area Details
Rod St. John's Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Project/Program Management/ Role Based Access Controls Modeling/ Technology Risk Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2008 - Present
Allied Solutions  January 2006 - May 2008
Priority Remarketing Medical Equipment Eastern Region   January 2002 - December 2005
KPMG, LLP  2000 - 2002
Conseco  1998 - 2000
General American Life Insurance  1985 - 1998

Skills
CBRA ( Comprhensive..., Project Management..., Diversity & Inclusion, Information Security..., Negotiation, Risk Management, Process Improvement, Vendor Management, Business Process..., Visio, Business Analysis, Change Management, Banking, Project Portfolio..., Business Process, Project Management, Management, PMO, Financial Risk, Leadership, Call Centers, Insurance, Financial Services, Integration, Enterprise Software, Program Management, SDLC, Team Building, Consulting, Executive Management, Analysis

Education
Washington University in St. Louis - Olin Business School   2010 — 2011
Management- Risk

University of Phoenix
Bachelor of Science (BS), Business with a concentration in Management

Ryan Wormley Ryan Wormley Greater Chicago Area Details
Ryan Wormley's Wells Fargo Advisors, LLC Experience January 2009 - January 2013
Job Senior Vice President Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2013 - Present
Wells Fargo Advisors, LLC.   January 2009 - January 2013
Wachovia Securities  December 2007 - January 2009
AG Edwards & Sons  December 2003 - December 2007
Ceridian  2000 - 2003
Ceridian  January 1997 - November 2000
Ceridian  July 1995 - January 1997
ADP  June 1994 - July 1995
Sigma Chi International   July 1993 - May 1994

Skills
Portfolio Management, Retirement Planning, Business Retirement..., Investments, Finance, Sales, Wealth Management, Series 7, Mutual Funds, Strategic Financial..., Series 63, Asset Management, Equities, Financial Analysis, Fixed Income, Insurance, Financial Services, Estate Planning, Financial Modeling, Strategic Planning, Banking, Alternative Investments, Salesforce.com

Education
Bradley University   1989 — 1993
BS

Bill Coffey Bill Coffey Charlotte, North Carolina Area Details
Bill Coffey's Wells Fargo Advisors, LLC Experience December 1994 - Present
Job VPSr. Product Consultant Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 1994 - Present

Education
University of Pittsburgh   1980 — 1984

Don Shumpert Don Shumpert Richmond, Virginia Area Details
Don Shumpert's Wells Fargo Advisors, LLC Experience 1997 - May 2011
Job at Wells Fargo Corporation
Industry Banking
Experience
Wells Fargo Corporation  September 2010 - Present
Wells Fargo Advisors, LLC   1997 - May 2011

Education
University of South Carolina-Columbia   1988 — 1993

Travis McCloskey, CRPC®, AAMS® Travis McCloskey, CRPC®, AAMS® Greater Atlanta Area Details
Travis McCloskey, CRPC®, AAMS®'s Wells Fargo Advisors, LLC Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   October 2014 - Present
Raymond James / Morgan Keegan   August 2010 - October 2014
Morgan Stanley Smith Barney  December 2005 - September 2010

Skills
Retirement Planning, Wealth Strategies, Estate Planning, Multi-generational..., Investments, Alternative Investments, 529 Plans, Retirement, Financial Services, Long Term Care Insurance, Finance, Investment Strategies, Fixed Annuities, Insurance, Asset Management, Asset Allocation, Series 7, Series 63, Mutual Funds, Securities, 401k, FINRA, ETFs, Life Insurance, Equities, Fixed Income, Term Life Insurance, Hedge Funds, Portfolio Management, Disability Insurance, Financial Analysis, Separately Managed..., Series 65, Wealth Planning

Education
Mercer University   1997 — 2002
BBA, BA, International Business, Finance, Spanish

Mercer University - Stetson School of Business and Economics   1997 — 2002
Bachelor of Business Administration (BBA), Finance and International Business

Andy Oremland Andy Oremland West Palm Beach, Florida Area Details
Andy Oremland's Wells Fargo Advisors, LLC Experience November 1998 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1998 - Present

Skills
Investments, Securities, Financial Modeling, Retirement Planning, Financial Analysis, Mutual Funds, Insurance, Alternative Investments, Long Term Care Insurance, Variable Annuities, Licensed Life & Health..., Wealth Accumulation..., Fixed Income, Wealth Preservation..., Estate Planning..., Estate Planning, Finance, Retirement, Wealth

Education
University of Rochester   1991 — 1995
Bachelor of Arts (BA), Economics

Rosemary Caffrey Rosemary Caffrey Scranton, Pennsylvania Area Details
Rosemary Caffrey's Wells Fargo Advisors, LLC Experience
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  

Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, Retirement, Equities, Securities, Fixed Income

Education
Western Govenors University   2006 — 2011
Bachelor of Science (B.S.), Finance, General

University of Scranton   1970 — 1973

Derek Slovak Derek Slovak Westport, Connecticut Details
Derek Slovak's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Operations Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
UBS Financial Services Inc.  September 2012 - March 2015
UBS Financial Services Inc.  April 2008 - September 2012

Skills
Management, Customer Service, Leadership, Strategic Planning, Financial Analysis, Sales, Investments, Financial Services, Finance

Education
University of Rhode Island - College of Business Administration

Shaba Rashid Shaba Rashid San Francisco Bay Area Details
Shaba Rashid's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Vice President Investments Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2009 - Present
Wachovia Securities LLC  February 2007 - April 2009
Atlas Securities  September 1998 - February 2007
Wells Fargo Securities  June 1995 - January 1997
Wells Fargo Bank  August 1994 - June 1995

Skills
Investments, Financial Services, Life & Health Insurance..., Retirement Planning, Retirement, Insurance, Banking, Finance, Management, Series 7, Series 63, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Portfolio Management, Alternative Investments, High Net Worth...

Education
University of Rochester   1985 — 1989
B.A, Economics

Jeffrey Sica Jeffrey Sica Greater New York City Area Details
Jeffrey Sica's Wells Fargo Advisors, LLC Experience 1994 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1994 - Present

Education
University of Pittsburgh   1986 — 1990

Lisa Hedge Lisa Hedge Greater St. Louis Area Details
Lisa Hedge's Wells Fargo Advisors, LLC Experience March 2003 - Present
Job Technology Manager
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2003 - Present
Comsys Consulting - AB   1997 - 2003

Education
University of Phoenix   2003 — 2008
BS, Information Technology

David Maigret David Maigret San Francisco Bay Area Details
David Maigret's Wells Fargo Advisors, LLC Experience May 2002 - Present
Job Financial Advisor / Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2002 - Present
Van Kasper & Co   March 2002 - May 2002
Piper Jaffray  January 2002 - May 2002
aVagear Inc   January 1997 - June 1998
Charles Schwab  1995 - 1998
Montgomery Securities  October 1994 - August 1996
Robertson Stephens  August 1994 - September 1994
Hambrecht & Quist  March 1994 - May 1994
Tomchin & Associates   May 1989 - April 1993

Education
University of San Diego   1985 — 1989
Bahelor's of Business Administration, Finance

Cardinal Newman   1981 — 1985

Rincon Valley Elementary

David Passman David Passman Greater New York City Area Details
David Passman's Wells Fargo Advisors, LLC Experience November 2006 - March 2014
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  March 2014 - Present
Wells Fargo Advisors, LLC   November 2006 - March 2014
Smith Barney  September 1998 - October 2006

Education
University of Pennsylvania - The Wharton School   1982 — 1986

Nathan Stratton Nathan Stratton Raleigh, North Carolina Details
Nathan Stratton's Wells Fargo Advisors, LLC Experience January 2008 - November 2010
Job SVP Manager Customer Segmentation & Analytics at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank  November 2014 - Present
First Citizens Bank  2010 - November 2014
Wells Fargo Advisors, LLC   January 2008 - November 2010
Verizon Wireless  2005 - 2008
General Electric  2004 - 2005
GE  2003 - 2004
Verizon Wireless  1998 - 2003

Skills
Banking, Credit, Commercial Banking, New Business Development, Vendor Management, Loans, Sales Management, Financial Analysis, Portfolio Management, Strategic Planning, Strategy, Business Development

Education
University of South Carolina - The Moore School of Business   2007 — 2009
Certified Financial Planner (CFP) Certification Program

University of South Carolina - The Moore School of Business   1997 — 2002
BS, Marketing & Management, Dual Minor in Public Relations & Advertising

Joseph Perna Joseph Perna Linwood, New Jersey Details
Joseph Perna's Wells Fargo Advisors, LLC Experience January 2012 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2012 - Present
Wells Fargo Private Bank  December 2008 - January 2012

Education
University of Pennsylvania - The Wharton School

Greg Wool Greg Wool Greater New York City Area Details
Greg Wool's Wells Fargo Advisors, LLC Experience May 2011 - October 2014
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Primerica  October 2014 - Present
Wells Fargo Advisors, LLC.   May 2011 - October 2014
Edward Jones  June 2007 - May 2011
Gilford Securities  August 2006 - June 2007

Skills
Portfolio Management, Life Insurance, Long-term Care, Strategic Planning, Mutual Funds, 401k, Disability Insurance, Team Building, Fixed Annuities, Marketing, Finance, IRAs, Loan Origination, Management, FHA, Leadership, Retirement Planning, Bonds, Sales, Public Speaking, Business Development, Tax, Small Business

Education
American University   2000 — 2003
BA, Political Science

Indiana University Bloomington   1998 — 2000
BA, Political Science

Janet Mercadante Janet Mercadante Norfolk, Virginia Details
Janet Mercadante's Wells Fargo Advisors, LLC Experience May 1998 - Present
Job Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1998 - Present
Signet Financial Services   May 1993 - January 1998
JMC Financial Corporation   October 1992 - May 1993
IDS Life Insurance Company (now Ameriprise)   July 1990 - September 1992

Skills
Asset Allocation, Financial Advisory, Investment Planning, Investment Strategies, Retirement Plan..., Retirement Planning, Risk Management, Equities, Mutual Funds, Tax-Efficient Strategies, Wealth Preservation..., Multigenerational..., Portfolio Management, 401k, Retirement, Financial Planning, Financial Services, Investments, Securities, Pensions, Alternative Investments

Education
University of Rochester   1981 — 1985
BA, Economics, French

Duane Blake, Network+, MCP Duane Blake, Network+, MCP Richmond, Virginia Area Details
Duane Blake, Network+, MCP's Wells Fargo Advisors, LLC Experience September 2006 - May 2010
Job Systems Support Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  December 2014 - Present
Wells Fargo Advisors  December 2013 - December 2014
Wells Fargo Advisors  May 2010 - December 2013
Wells Fargo Advisors, LLC   September 2006 - May 2010
Wells Fargo Advisors  June 2008 - January 2009
Wachovia Securities, LLC  June 2004 - September 2006
Capital one  2001 - 2004
Capital One  1999 - 2001

Skills
Incident Management, Production Support, System Monitoring, Splunk, Servers, HP Business..., Dell OpenManage, Technical Support, Software Documentation, Software Installation, Process Improvement, Peregrine, ILO, LAN-WAN, VPN, Microsoft Certified..., Cisco Technologies, Windows 7, Remote Desktop, Quality Center, CompTIA A+ Certification, Market Data, Desktop Application..., Microsoft..., Business Systems..., Rumba, ThomsonOne, Hyper-V

Education
University of Phoenix   2013 — 2014
Associate's Degree

Virginia Commonwealth University   1999 — 2001

Devan Peel Devan Peel Melville, New York Details
Devan Peel's Wells Fargo Advisors, LLC Experience September 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2014 - Present
Morgan Stanley Smith Barney  February 2010 - September 2014

Education
University of Richmond   1999 — 2003
Bachelor of Arts, Spanish Education

Christopher Ewens Christopher Ewens Greater St. Louis Area Details
Christopher Ewens's Wells Fargo Advisors, LLC Experience June 2012 - December 2014
Job Guidance Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  January 2015 - Present
Wells Fargo Advisors, LLC.   June 2012 - December 2014
Tim Bailey & Associates   October 2010 - December 2011
First State Financial Management   October 2009 - July 2010
Edward Jones  November 2006 - October 2009
Gateway Outfitters   July 2004 - November 2006
Bank One  January 2003 - April 2004

Skills
Management, Microsoft Office, Strategy, Investments, Customer Service, Portfolio Management

Education
Lindenwood University   2012 — 2015
Bachelor's degree, Business Administration and Management, General

Drury University
Political Sciences

University of Missouri
Political Sciences

Arthur Felix, Jr. Arthur Felix, Jr. Orange County, California Area Details
Arthur Felix, Jr.'s Wells Fargo Advisors, LLC Experience October 2001 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2001 - Present
Morgan Stanley  November 1975 - October 2001

Skills
Investments, Portfolio Management, Financial Advisory, Finance, Mutual Funds, Wealth Management, Retirement Planning, Financial Services, Series 7, Asset Management, Equities, Mergers & Acquisitions, Small Business, Retirement, Mortgage Lending, Investment Advisory, Strategic Financial..., Investment Management, Asset Allocation, Fixed Annuities, Securities, Alternative Investments, Fixed Income, Investment Strategies, Insurance, Series 63

Education
University of Southern California
BA, Business, Finance

Christian Kubista Christian Kubista Raleigh-Durham, North Carolina Area Details
Christian Kubista's Wells Fargo Advisors, LLC Experience July 2011 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2011 - Present
Wells Fargo Advisors, LLC   April 2006 - July 2011
Wells Fargo Advisors, LLC   August 2000 - March 2006
United States Army  1995 - 2005

Skills
Financial Services, Retirement Planning, Asset Allocation, Finance, Investments, Management, Mutual Funds, Portfolio Management, Retirement, Securities, Series 63, Series 7, Wealth Management

Education
University of Richmond   1993 — 1995
Bachelor of Business Administration (BBA), Finance, General

Annette Batycki, MBA, PMP, CSM Annette Batycki, MBA, PMP, CSM Davidson, North Carolina Details
Annette Batycki, MBA, PMP, CSM's Wells Fargo Advisors, LLC Experience August 2009 - February 2011
Job Project Manager SEC Remediation at TIAA Cref
Industry Banking
Experience
Apex Systems  July 2011 - Present
TIAA Cref  July 2011 - Present
Wells Fargo Advisors, LLC   August 2009 - February 2011

Education
University of Phoenix
MBA, Business

University of St. Thomas
BA, Business

Louise Porto Louise Porto Greater Chicago Area Details
Louise Porto's Wells Fargo Advisors, LLC Experience September 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2013 - Present
Fifth Third Secuities   2009 - 2012
JP Morgan - Chase Investment Services, Illinois   2006 - 2009
US Bancorp Investment Services, Illinois   2000 - 2006
Ameriprise Financial Services, Inc.   1996 - 1999
Imperial Bank, Los Angeles, CA   1990 - 1996

Education
University of San Francisco
Bachelor's degree, Business/Managerial Economics

University of Phoenix
Master's degree, Business/Managerial Economics

Brian Tulinski Brian Tulinski Tampa/St. Petersburg, Florida Area Details
Brian Tulinski's Wells Fargo Advisors, LLC Experience August 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2004 - Present
Wachovia/Wells Fargo  August 2004 - February 2012
Target  1992 - 2004
Target  1992 - 2004
Franklin Templeton Investments  1998 - 2003

Skills
Investments, Portfolio Management, Finance, Insurance, Sales, Underwriting, Financial Advisory, Wealth Management, Internal Audit, Retirement Planning, Series 7, Loans, Mutual Funds, Series 63, Investment Advisory, Equities, Series 6, Management

Education
University of South Florida - College of Business Administration   1994 — 1998
BS, Finance, Economics

St. Petersburg College   1992 — 1994
Associate of Science (AS), Business

Largo High School   1989 — 1992

V Joseph Droubie Jr V Joseph Droubie Jr Clearwater, Florida Details
V Joseph Droubie Jr's Wells Fargo Advisors, LLC Experience July 2000 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2000 - Present
Smith Barney  May 1995 - July 2000
Salomon Smith Barney  August 1988 - July 2000
Shearson Lehman Hutton  September 1988 - March 1990

Skills
Portfolio Management, Retirement Planning, Investments, Series 7, Series 63, Risk Management, Wealth Management, Securities, Wealth Management..., ETFs, Fixed Income, Estate Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Equities, Investment Strategies, Financial Services, Alternative Investments, Finance, Retirement, Financial Analysis, Mortgage Lending, Marketing, Customer Service, Financial Planning

Education
University of South Florida   1980 — 1983
ba, Finance

University of St. Thomas   1978 — 1979
Finance

Cretin-Derham Hall   1974 — 1978
High School, General Studies, 9-12

Cassie Kester Cassie Kester Greater St. Louis Area Details
Cassie Kester's Wells Fargo Advisors, LLC Experience September 2006 - November 2013
Job Business Systems Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  November 2013 - Present
Wells Fargo Advisors, LLC   September 2006 - November 2013

Skills
Series 7, Securities, Series 63, Equities, Risk Management, Fixed Income, Trading, FINRA, Bloomberg, Financial Services, Options

Education
University of Phoenix   2010 — 2015
Bachelors of Science in Business Management

Parkway

Kevin Kaylor Kevin Kaylor Pawleys Island, South Carolina Details
Kevin Kaylor's Wells Fargo Advisors, LLC Experience July 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2008 - Present
Merrill Lynch  July 2001 - July 2008

Skills
Financial Advisory, Investment Planning, 401(k) Rollovers, Asset Allocation, Retirement Planning

Education
University of Richmond   1982 — 1986
BS, Chemistry

Gloucester High School   1978 — 1982

Allen Morris AAMS, CRPC Allen Morris AAMS, CRPC Spartanburg, South Carolina Details
Allen Morris AAMS, CRPC's Wells Fargo Advisors, LLC Experience April 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2013 - Present
Merrill Lynch  September 2008 - April 2013
Edward Jones  December 2002 - September 2008

Skills
Finance, Investments, Insurance, Asset Allocation, Long-term Care, Mutual Funds, Retirement Planning

Education
University of South Carolina-Columbia   1994 — 1996
Master of Education (M.Ed.), Early Childhood Education and Teaching

Wofford College   1987 — 1991
Bachelor of Science (BS), Physics

Rick Alonso Rick Alonso Reno, Nevada Area Details
Rick Alonso's Wells Fargo Advisors, LLC Experience 1998 - Present
Job First Vice President Investment Officer with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1998 - Present

Skills
Investments, Retirement Planning, 401k, Bonds, Retirement, ETFs, IRAs, Stocks, Fixed Income, Cash Balance Plans, Combo Retirement Plans

Education
University of San Francisco   1988 — 1992
Corporate Finance

Faircloth Jessie Faircloth Jessie Columbia, South Carolina Area Details
Faircloth Jessie's Wells Fargo Advisors, LLC Experience July 2004 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2004 - Present

Education
University of South Carolina-Columbia   1997 — 2001
Bachelor of Science in Business Administration, Finance and Marketing

Elisabeth (Lisa) Niemann, MBA Elisabeth (Lisa) Niemann, MBA Greater Chicago Area Details
Elisabeth (Lisa) Niemann, MBA's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
Wells Fargo Advisors, LLC.   March 2014 - Present
Wells Fargo Advisors, LLC   September 2011 - March 2014
Wells Fargo Advisors  July 2007 - September 2011
Wells Fargo Advisors  September 2006 - July 2007
Wells Fargo Advisors  April 1995 - July 2007
Wells Fargo Advisors  July 2005 - September 2006
Wells Fargo Advisors  April 1991 - April 1995
Wells Fargo Advisors  September 1988 - April 1991
LaSalle Bank  June 1987 - September 1988

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1989 — 1993
MBA, Finance

Indiana University Bloomington   1983 — 1987
BS, Retail Merchandising

Dan Chambers, CIMA® Dan Chambers, CIMA® Newport Beach, California Details
Dan Chambers, CIMA®'s Wells Fargo Advisors, LLC Experience July 2008 - March 2014
Job Vice President Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  August 2015 - Present
F-Squared Investments  March 2014 - March 2015
Wells Fargo Advisors, LLC   July 2008 - March 2014
Virtus Investment Partners  October 2006 - July 2008
John Hancock Funds  May 2003 - October 2006
INVESCO  March 2002 - May 2003
J&W Seligman  September 1999 - March 2002
Van Kampen Investments  March 1997 - September 1999
Milliken & Company  May 1990 - March 1997

Skills
Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., ETFs, Coaching, Practice Management, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Securities

Education
Western Illinois University   1986 — 1990
Bachelor of Science (BS), Finance, General

University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst

Joseph A. Caputo Joseph A. Caputo Baltimore, Maryland Area Details
Joseph A. Caputo's Wells Fargo Advisors, LLC Experience July 2007 - September 2012
Job Chief Information Officer & Associate Portfolio Manager at Baltimore Washington Financial Advisors
Industry Investment Management
Experience
Baltimore Washington Financial Advisors  September 2012 - Present
Wells Fargo Advisors, LLC.   July 2007 - September 2012
T.Rowe Price  March 2006 - July 2007
CoreStar Financial Group  2004 - 2006

Skills
Financial Advisory, Investment Advisory..., Wealth Management, Asset Management, Portfolio Management, Asset Allocation, Retirement Planning, Financial Services, Estate Planning, High Net Worth..., Redtail CRM, Series 7, 9&10, 63, 65,..., 401k, SEO

Education
Frostburg State University   2001 — 2004
Bachelor of Science, Political Science

Strayer University-Maryland

Grahame Wood Grahame Wood Greater Atlanta Area Details
Grahame Wood's Wells Fargo Advisors, LLC Experience January 1993 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 1993 - Present

Education
University of Pennsylvania - The Wharton School   1966 — 1968
Master of Business Administration (MBA), International Business

University of Pennsylvania - The Wharton School   1959 — 1963
Bachelor of Science (BS)1963, Industrial Management

Kevin Tefft Kevin Tefft Greater Seattle Area Details
Kevin Tefft's Wells Fargo Advisors, LLC Experience May 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2010 - Present

Education
University of Rochester - William E. Simon Graduate School of Business Administration   1998 — 2000
MBA, Finance

Gerald Hannon Gerald Hannon Bend, Oregon Details
Gerald Hannon's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   January 2013 - Present
Chase Investment Services Corp  February 1992 - January 2013

Education
Oregon State University   1983 — 1987
Political Science and Government

Beaverton High School

Miles Zitmore,CFP® Miles Zitmore,CFP® Dallas/Fort Worth Area Details
Miles Zitmore,CFP®'s Wells Fargo Advisors, LLC Experience August 1981 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   August 1981 - Present

Skills
Retirement

Education
Park University   1964 — 1968
BA

University of Missouri-Columbia
Masters, Community Development

Seymour Krinsky Seymour Krinsky Kansas City, Missouri Area Details
Seymour Krinsky's Wells Fargo Advisors, LLC Experience September 1954 - Present
Job sENIOR vICE PRESIDENT at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC.   September 1954 - Present

Skills
Commercial Lending, Series 7, Asset Based Lending, Commercial Banking, Small Business Lending, Lines Of Credit, Commercial Mortgages, Credit Analysis

Education
Long Island University, Brooklyn Campus
BS, ECONOMICS

Randy Odom Randy Odom Dallas/Fort Worth Area Details
Randy Odom's Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   May 2008 - Present
Morgan Stanley  May 1993 - May 2008
Paine Webber  June 1987 - May 1993

Skills
Retirement Planning, Portfolio Management

Education
Baylor University   1980 — 1986
BBA, Finance, Accounting

Bill Revelle, CRPC® Bill Revelle, CRPC® Greensboro/Winston-Salem, North Carolina Area Details
Bill Revelle, CRPC®'s Wells Fargo Advisors, LLC Experience May 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   May 2008 - Present

Education
Appalachian State University   1978 — 1979
Master of Administration

Appalachian State University   1971 — 1975
Bachelor of Science

Jack E. Klein Jack E. Klein Greater San Diego Area Details
Jack E. Klein's Wells Fargo Advisors, LLC Experience January 2008 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2008 - Present
A.G. Edwards & Sons, Inc.   July 1993 - January 2008

Education
University of Southern California   1972 — 1976
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Jeffrey Stronach Jeffrey Stronach Greater St. Louis Area Details
Jeffrey Stronach's Wells Fargo Advisors, LLC Experience January 2012 - January 2015
Job Business Transition Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2015 - Present
Wells Fargo Advisors, LLC.   January 2012 - January 2015
JJS Trading   January 2001 - January 2012
The Arbitrage Group   January 1998 - January 2000
Citi/ABN-AMRO   January 1991 - January 1998

Skills
Wealth Management, Trading

Education
DePaul University
B/S, Finance

David Gross CFP® David Gross CFP® New York, New York Details
David Gross CFP®'s Wells Fargo Advisors, LLC Experience August 2000 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2000 - Present
First Albany Capital  1996 - 2000

Education
University of Pittsburgh   1986 — 1990
Bachelor of Science (BS), Accounting and Business/Management

John J. Feeley, CFP® John J. Feeley, CFP® Greater Philadelphia Area Details
John J. Feeley, CFP®'s Wells Fargo Advisors, LLC Experience August 1998 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   August 1998 - Present

Skills
Investments, Finance, Risk Management, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Insurance, Retirement, Securities

Education
Saint Joseph's University   2006 — 2008
Master of Science (MS), Financial Services

College for Financial Planning   2003 — 2005
CFP

Saint Joseph's University   1990 — 1994
Economics

Saint Joseph's Prep   1986 — 1990

Jonathan Grocott Jonathan Grocott Wilmington, North Carolina Area Details
Jonathan Grocott's Wells Fargo Advisors, LLC Experience August 2013 - March 2014
Job FS at PNC Financial Services
Industry Financial Services
Experience
PNC  August 2014 - Present
Wells Fargo Advisors, LLC   August 2013 - March 2014
Wells Fargo Bank N.A.   August 2011 - August 2013

Education
University of Pittsburgh

Frank W. Wall II Frank W. Wall II Columbia, South Carolina Details
Frank W. Wall II's Wells Fargo Advisors, LLC Experience May 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2002 - Present
A.G. Edwards   May 1997 - May 2002
Merrill Lynch  July 1992 - May 1997

Skills
Strategic Investment..., Estate Investment..., Retirement Planning, Financial Advisory, Investment Strategies, Asset Allocation, Investments, Equities, Fixed Income, Alternative Investments, Mutual Funds, Securities, Variable Annuities, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance

Education
University of South Carolina-Columbia   1988 — 1992
Bachelor of Science (B.S.) in Business Administration, Finance

Weldon Stewart Weldon Stewart Memphis, Tennessee Details
Weldon Stewart's Wells Fargo Advisors, LLC Experience December 1986 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC.   December 1986 - Present

Education
Arkansas State University   1982 — 1985
Bachelor’s Degree, Marketing

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