Wells Fargo Advisors, LLC

Industry: Subsidiary

Description

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

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

Wells Fargo Advisors, LLC Employees

Employee
Years
Job
Industry
Jeff Tidwell Jeff Tidwell Ponte Vedra Beach, Florida Details
Jeff Tidwell's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job First Vice President Investments, Graves Tidwell Financial Consulting Group, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present
Merrill Lynch  June 2002 - February 2009
Morgan Stanley Wealth Management  May 1998 - June 2002

Skills
Wealth Management..., Retirement Planning, Investments, Financial Advisory, Insurance, Finance, IRAs, Asset Allocation, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Wealth, 401k, 529 Plans, Estate Planning Strategy, Financial Services, Securities

Education
Flagler College   1993 — 1996
Bachelor's Degree, Finance/ Economics

LAKELAND SR. HIGH SCHOOL   1989 — 1991

American College of Financial Planning
CFM, Financial Planning

College for Financial Planning
Chartered Retirement Planning Counselor, CRPC, Retirement Income Planning

Julia Will Julia Will New York, New York Details
Julia Will's Wells Fargo Advisors, LLC Experience June 2013 - November 2014
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2013 - November 2014
Wealth Partners, LLC   June 2012 - August 2012
Upstream Investment Partners, LLC  May 2012 - May 2012
Raymond James Financial Inc.  May 2011 - August 2011

Skills
Series 7, Series 63, Series 65, Equities, Wealth Management, Analysis

Education
Clemson University   2009 — 2013
Bachelor of Science, Financial Management

Jason G. Clouse, AWMA ® Jason G. Clouse, AWMA ® Greater Denver Area Details
Jason G. Clouse, AWMA ®'s Wells Fargo Advisors, LLC Experience September 2010 - June 2014
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2014 - Present
Wells Fargo Advisors, LLC   September 2010 - June 2014
TCF Bank  September 2004 - September 2010
Denver Indoor Kart Racing   October 2002 - September 2004
Jeremy's Microbatch Icecreams   February 1999 - January 2001

Skills
Investments, Retirement Planning, Financial Advisory, Wealth, Customer Service, Portfolio Management, Fixed Annuities, 401k, Asset Management, IRAs, Team Building, Asset Managment, 401k Rollovers

Education
Colorado State University   1995 — 1998
Bachelor of Science, Business Administration

University of Maryland College Park   1994 — 1995
Engineering

Regis University   2007 — 2008
Finance and Accounting

Clarkstown North High School   1989 — 1993

Ross Poll Ross Poll Greater Grand Rapids, Michigan Area Details
Ross Poll's Wells Fargo Advisors, LLC Experience September 2006 - Present
Job First Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2006 - Present
Edward Jones  June 2002 - September 2006

Skills
Investments, Finance, Retirement Planning, Retirement, Management, Asset Allocation, Mutual Funds, Investment Strategies, Securities

Education
Hope College   1998 — 2002
Bachelor of Arts (B.A.), Economics and Business Administration

College for Financial Planning   2006 — 2006
Accredited Asset Management Specialist (AAMS), Financial Planning and Services

Hudsonville High

Matthew Leatherwood, CFP® Matthew Leatherwood, CFP® Houston, Texas Area Details
Matthew Leatherwood, CFP®'s Wells Fargo Advisors, LLC Experience May 2007 - April 2013
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   April 2013 - Present
Wells Fargo Advisors, LLC   May 2007 - April 2013

Skills
Retirement Planning, Securities, Portfolio Management, Investments, Pensions, Risk Management, Analysis, Finance

Education
College for Financial Planning   2014 — 2015
Master of Science (M.S.), Personal Financial Planning

College for Financial Planning   2009 — 2011
Financial Planning

Accredited Domestic Partnership Advisor
ADPA, Financial Planning

Texas A&M University   2003 — 2007
Bachelor of Business Administration, Finance

St. Thomas High School   1999 — 2003

Nydia Lupo Nydia Lupo Garden City, New York Details
Nydia Lupo's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2013 - Present
Wells Fargo Advisors Financial Network  October 2009 - October 2012
Merrill Lynch  December 2005 - January 2009
Merrill Lynch  October 1998 - December 2005
Brooklyn College  January 1992 - October 1998

Skills
Client Relationships..., Microsoft Office 2010, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Asset Allocation, Mutual Funds, Financial Services, Securities, Event Planning, Organization &..., Public Relations, Business Writing, Asset Management, FINRA

Education
Brooklyn College   1995 — 1998
Business Administration and Management, General

Eric Johnson, CFP® Eric Johnson, CFP® Houston, Texas Area Details
Eric Johnson, CFP®'s Wells Fargo Advisors, LLC Experience April 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2011 - Present
Morgan Stanley Smith Barney  August 2007 - April 2011
OneAmerica  February 2007 - August 2007
Enron  April 2001 - December 2006

Education
University of Houston, C.T. Bauer College of Business   1991 — 1992
MBA, Finance

Colorado State University   1985 — 1989
BS, Business-Finance

Caryl Lynne Honea Caryl Lynne Honea Columbia, South Carolina Area Details
Caryl Lynne Honea's Wells Fargo Advisors, LLC Experience June 2006 - October 2013
Job Consumer Lending Risk & Compliance Learning Manager at Wells Fargo
Industry Professional Training & Coaching
Experience
Wells Fargo  October 2013 - April 2015
Wells Fargo Advisors, LLC   June 2006 - October 2013
Wachovia Bank, A Wells Fargo Company  April 2006 - August 2011
Wachovia  April 1997 - April 2006
Wachovia  July 1993 - April 1997
SCN   April 1991 - July 1993

Skills
Mergers, Curriculum Design, Banking, Analysis, Customer Service, Instructional Design, Leadership, Project Management, Blended Learning, Training, E-Learning, Needs Analysis, Program Management, Consulting, Human Resources, Strategy, Management

Education
Clemson University   1982 — 1986
BS, Financial Management

Ryan C. Gullikson Ryan C. Gullikson Pontiac, Michigan Details
Ryan C. Gullikson's Wells Fargo Advisors, LLC Experience June 2010 - June 2011
Job Seeking Employment
Industry Financial Services
Experience
Donation Center   August 2015 - Present
Press-One Customer Care (The Virginian-Pilot)   February 2014 - April 2014
Star Tek, Inc. (Comcast Corporation)   May 2013 - February 2014
Wells Fargo Advisors, LLC   June 2010 - June 2011
Keller Williams Realty Maui   June 2006 - December 2008
Western States Mortgage Corp., d/b/a Residential Capital Corp.   September 2001 - December 2008

Skills
Financial Planning, Estate Planning, Insurance, Credit, Investment Properties, Retirement Planning, IRA's, Series 7, Retirement, Wealth, Wealth Accumulation, Mortgage, Annuities, Financial Advisory, Brokerage, Investment Advisory, Investors, Loans, Roth IRA, Wholesaling, Mutual Funds, Mortgage Planning, Disability Insurance, Portfolios, Refinance, Investment Strategies, High Net Worth..., Brokers, Options, Money Management, Securities, Mortgage Lending, Branch Management, Real Estate Investment, Investment Products, Annuity, Referrals, Money, Investments, Strategic Financial..., Real Estate Development, Portfolio Management, Real Estate Transactions, Residential Homes, Sellers, Real Estate, Single Family Homes, Commercial Real Estate, Foreclosures, Sales

Education
Colorado Mesa University   2012 — 2012
Subject(s) Studied: Algebra, Biology, Calculus, Chemistry, Physics and Political Science

Fruita Monument High School (School District 51)   1994 — 1998
Subject(s) Studied: English, Math, Science and Social Studies

Kimberly Hollenbeck, CFP Kimberly Hollenbeck, CFP Carlsbad, California Details
Kimberly Hollenbeck, CFP's Wells Fargo Advisors, LLC Experience 2010 - July 2014
Job Executive Director of National Business Development, HighTower Advisors
Industry Financial Services
Experience
HighTower Advisors  August 2014 - Present
Wells Fargo Advisors, LLC   2010 - July 2014
Raymond James Financial  2006 - February 2010
Hollenbeck Financial   2006 - 2009
AIG Financial   1999 - 2004

Skills
Investments, Fixed Income, Financial Advisory, Finance, Investment Management, Financial Risk, ETFs, Wealth Management, Business Development, Entrepreneurship, Management, Portfolio Management, Retirement Planning, Mutual Funds, Start-ups, Series 7, Financial Planning, Investment Advisory

Education
Colorado State University   1994 — 1997
Bachelor of Science, Business Management

Colorado State University   1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General

Brandon Fancher Brandon Fancher Overland Park, Kansas Details
Brandon Fancher's Wells Fargo Advisors, LLC Experience July 2011 - Present
Job Financial Advisor, PIM® Portfolio Manager at The Fancher Pribula Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC  July 2011 - Present
Morgan Stanley Smith Barney  January 2006 - July 2011

Education
Columbia State Community College

Johnson County Community College

Orange Coast College

Utah Valley University

Tama Borriello Tama Borriello Greater Seattle Area Details
Tama Borriello's Wells Fargo Advisors, LLC Experience February 2009 - Present
Job CFP®, ADPA™, VicePresident Investment Officer at The Meydenbauer Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2009 - Present

Skills
Investments, Retirement Planning, Investment Strategies, Strategic Planning, Retirement, 401k, High Net Worth..., Insurance, Leadership Development, Risk Management, Long-term Care, Financial Analysis, Leadership, Negotiation, Business Strategy, Entrepreneurship, Life Insurance, Investment Planning, Financial Advisory

Education
University of Washington   1990 — 1993
Bachelor of Arts, Political Science

College for Financial Planning
Accredited Domestic Partnership Advisor [SM]

Streeter Holden, AAMS®, CFP® Streeter Holden, AAMS®, CFP® San Francisco Bay Area Details
Streeter Holden, AAMS®, CFP®'s Wells Fargo Advisors, LLC Experience June 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2002 - Present
Wachovia Securities, a predecessor firm of Wells Fargo Advisors, LLC   July 2008 - July 2009
A.G. Edwards & Sons, Inc., a predecessor firm of Wells Fargo Advisors, LLC   July 2002 - July 2008
Bradley Brown Design Group   1994 - 1996

Skills
Financial Advisory, Retirement Planning, Investment Strategies, Wealth Preservation...

Education
College for Financial Planning   2007 — 2008
CERTIFIED FINANCIAL PLANNER (tm) professional

Bennett Theatre Lab   1987 — 1989

Connecticut College   1981 — 1984
BA, Environmental Studies

Sea Education Association   1983 — 1983
W70

Art Students League of New York   1981 — 1981
Drawing, sculpture

St. Mark's School   1977 — 1980

Jeff Boswell Jeff Boswell Visalia, California Area Details
Jeff Boswell's Wells Fargo Advisors, LLC Experience June 2009 - Present
Job Financial Advisor Wells Fargo Advisors First Vice President
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2009 - Present
Morgan Stanley Wealth Management  October 1990 - June 2009

Skills
Investments, Retirement Planning, Finance, Financial Planning, Wealth Management, Strategic Planning, Investment Management, Financial Advisory, Series 7, Portfolio Management, Customer Service, Investment Advisory

Education
San Diego State University-California State University   1984 — 1987
Bachelor's degree, Business Administration and Management, General

College of the Sequoias   1982 — 1984
Associate's degree, General Studies

natalie kendall natalie kendall Irvine, California Details
natalie kendall's Wells Fargo Advisors, LLC Experience June 2015 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2015 - Present
Retirement Benefits Group  November 2014 - June 2015
Bergener & Associates  June 2014 - November 2014
Armienti, DeBellis, Guglielmo & Rhoden LLP   August 2011 - December 2013

Skills
Microsoft Excel, Client Relations Skills, Team-oriented, Goal Oriented, Organization &..., Microsoft Word, ProLaw, Outlook, Medical Records, Proficient Typing Skills, Social Media, Creative Writing, Creative Problem Solving, Customer Oriented

Education
City University of New York-Hunter College   2009 — 2011
Bachelor's degree, Media Studies

Irvine Valley College   2007 — 2009
Associate's degree

Justin Pribilovics-Wade Justin Pribilovics-Wade Newport Beach, California Details
Justin Pribilovics-Wade's Wells Fargo Advisors, LLC Experience June 2013 - August 2013
Job Fixed Annuity Specialist at Pacific Life
Industry Financial Services
Experience
Pacific Life  February 2015 - Present
Insight Global  July 2014 - January 2015
Chapman University  September 2011 - May 2014
Wells Fargo Advisors, LLC   June 2013 - August 2013
Magdalena Pribilovics Accounting   April 2010 - August 2012
Table Topics   June 2010 - June 2012

Skills
Marketing, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Microsoft Excel, Event Planning, Public Relations, Financial Analysis, Portfolio Management, Portfolio Performance..., Investments, Leadership, Leadership Development, Social Networking, Social Media, Social Media Marketing

Education
Chapman University, The George L. Argyros School of Business and Economics   2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General, Junior

Santa Barbara City College   2010 — 2011

Rebecca Wheeler Rebecca Wheeler Columbia, South Carolina Area Details
Rebecca Wheeler's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job Complex Administration Manager, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2015 - Present
Wells Fargo Advisors, LLC   December 2010 - December 2014
Wells Fargo Advisors, LLC   April 2006 - December 2010
A.G. Edwards and Sons, Inc.   October 2004 - April 2006

Skills
Microsoft Office, Risk Management, Compliance, Marketing Communications

Education
Clemson University   1997 — 2002
Bachelor of Arts (BA), English

Ed Markovich, MBA,CFP® Ed Markovich, MBA,CFP® Greater Los Angeles Area Details
Ed Markovich, MBA,CFP®'s Wells Fargo Advisors, LLC Experience March 2003 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  March 2003 - Present
Wells Fargo Advisors, LLC   March 2003 - Present
UBS PaineWebber, Inc  February 1995 - April 2003
Prudential Securities  December 1983 - April 1995
Merrill Lynch, Pierce, Fenner & Smith Inc.   September 1973 - December 1983

Skills
Wealth Management, Investment Advisory, Retirement Planning, 401k Rollovers, IRA Rollovers, IRAs, Retirement, Mutual Funds, Series 7, Series 63, Series 65, Investment Strategies, Asset Allocation, Financial Planning, Investments

Education
College for Financial Planning   1982 — 1984
Certified Financial Planner, Financial Planning

Indiana University Bloomington   1967 — 1969
MBA

Bethany College West Virginia   1964 — 1967
Bachelor of Arts (B.A.), Economics

Brian Fry Brian Fry Kansas City, Missouri Details
Brian Fry's Wells Fargo Advisors, LLC Experience May 2011 - August 2014
Job Financial Planner at Nova R Wealth
Industry Financial Services
Experience
Nova R Wealth   August 2014 - Present
Wells Fargo Advisors LLC  May 2011 - August 2014
Fry-Wagner Moving & Storage  December 2011 - January 2012
Fry-Wagner Moving & Storage  May 2010 - August 2010
Fry-Wagner Moving & Storage  May 2006 - May 2010

Skills
Financial Analysis, Investments, Time Management, Series 7, Retirement Planning, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Financial Planning, Customer Service, Microsoft Office, Leadership, Management, Social Media, Banking, Finance

Education
University of Kansas   2008 — 2012
Bachelor of Science (BS), Finance

CIMBA   2011 — 2011

Chris Duffey Chris Duffey United States Details
Chris Duffey's Wells Fargo Advisors, LLC Experience April 2010 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2010 - Present
UBS  February 2005 - March 2010
Morgan Stanley Smith Barney  January 1988 - February 2005

Education
Clemson University   1983 — 1988
Financial Managemant, Finance and Financial Management Services

Shelley Nadel, LUTCF, ADPA(R) Shelley Nadel, LUTCF, ADPA(R) Houston, Texas Area Details
Shelley Nadel, LUTCF, ADPA(R)'s Wells Fargo Advisors, LLC Experience November 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2010 - Present
Strategic Financial Group  2007 - November 2010
UH Bauer College of Business   March 2007 - July 2007
Hermann Park Conservancy  March 2005 - January 2007

Skills
Financial Services, Advisory Products, Investment Planning, Mutual Funds, Retirement Income..., Estate Investment..., 401k Rollovers, Annuities, Securities, Risk Management, Insurance, Disability Insurance, Long-term Care, Public Speaking, Customer Service

Education
College for Financial Planning   2013 — 2013
ACCREDITED DOMESTIC PARTNERSHIP ADVISOR (SM), or ADPA (R) designation

The University of Texas at Austin - The LBJ School of Public Affairs   1985 — 1987
Masters of Public Affairs, Government Relations, Public Policy and Administration

Dartmouth College   1981 — 1985
B.A., Cum Laude, Religion and Government

St. John's Preparatory School   1970 — 1981
high school diploma, general

Jesse Tate Jesse Tate Greenville, South Carolina Details
Jesse Tate's Wells Fargo Advisors, LLC Experience 1994 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1994 - Present
Merrill Lynch  1990 - 1994

Skills
Investments, Financial Services, Finance, Retirement Planning, Customer Service, Mutual Funds, Risk Management, Financial Advisory, Asset Allocation

Education
University of South Carolina-Columbia   1978 — 1980
Master of Business Administration (MBA)

Clemson University   1975 — 1978
Bachelor of Arts (BA), English

Sewanee Military Academy   1968 — 1970

Marc Hollendoner Marc Hollendoner Greater Chicago Area Details
Marc Hollendoner's Wells Fargo Advisors, LLC Experience November 2012 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2012 - Present
Oppenheimer Investments  May 2008 - November 2012
Bear Stearns  May 2007 - May 2008
UBS  September 2002 - May 2007

Skills
Investment Strategies, Financial Services, Retirement Planning, Equities, Fixed Income, Options, Mutual Funds, Insurance

Education
Colorado State University   1998 — 2002
Bachelor of Arts (B.A.), Economics

Colorado State University

Cherith Long Cherith Long Dallas/Fort Worth Area Details
Cherith Long's Wells Fargo Advisors, LLC Experience February 2013 - July 2015
Job District Admin at Newman International Academy
Industry Education Management
Experience
NEWMAN INTERNATIONAL ACADEMY OF ARLINGTON   August 2015 - Present
Wells Fargo Advisors, LLC   February 2013 - July 2015
ACH Child and Family Services  January 2012 - July 2013
Texas Home School Coalition  June 2011 - March 2012
Schools  January 2001 - February 2012
Decision Analyst  April 2010 - June 2011
Culver Metal Supply   September 2009 - April 2010
Hellenic Ministries   January 2009 - May 2009
Keller Williams Realty  January 2005 - December 2008
Joshua Expeditions  January 2007 - June 2008

Skills
Project Management, Internal Communications, Nonprofits, Strategic Communications, Marketing Management, Office Administration, Budgets, Event Planning, Microsoft Excel, PowerPoint, Volunteer Management, Non-profits, Customer Service, Microsoft Word, Market Research, Customer Satisfaction, Outlook, Sales, Microsoft Office, Online Research, Marketing, Marketing Communications

Education
Tarleton State University   2012 — 2014
Master's Degree, Management & Leadership

The University of Texas at Arlington   2003 — 2004
Interdisciplinary Studies, Business, Spanish, & Communication

Colorado Mesa University   2000 — 2002
Associate's Degree, Business Administration and Management, General

Wesley Bangs Wesley Bangs Dallas/Fort Worth Area Details
Wesley Bangs's Wells Fargo Advisors, LLC Experience April 2008 - July 2010
Job Financial Advisor
Industry Financial Services
Experience
Not currently approved yet   December 2012 - Present
Merrill Lynch  July 2010 - December 2012
Wells Fargo Advisors, LLC   April 2008 - July 2010
American Income Life  August 1999 - March 2008

Skills
Wealth Management, Retirement Planning, Insurance, Leadership Development, Retirement, Recruiting, Training, Investments, Sales, Strategic Financial..., Financial Planning

Education
College for Financial Planning   2008 — 2009
CRPC, Financial Planning and Services

Saint Paul College   1995 — 1999
Construction Electricity

Jeff McDowell, CFP® Jeff McDowell, CFP® Charleston, South Carolina Details
Jeff McDowell, CFP®'s Wells Fargo Advisors, LLC Experience October 2011 - January 2014
Job Managing Director at Roadstead Capital Partners, LLC
Industry Financial Services
Experience
Roadstead Capital Partners, LLC   January 2014 - Present
Wells Fargo Advisors, LLC   October 2011 - January 2014
Wells Fargo Bank, N.A.   October 2008 - October 2011

Skills
Finance, Securities, Mutual Funds, Credit, Financial Advisory, Financial Risk, Retirement Planning, Series 63, Managerial Finance, Sales, Financial Services, Risk Management, Financial Modeling, Insurance

Education
Clemson University - College of Business and Behavioral Science   2004 — 2008
BS, Finance and Financial Management Services

CHRISTINE A. KAUFMAN CHRISTINE A. KAUFMAN Greater Chicago Area Details
CHRISTINE A. KAUFMAN's Wells Fargo Advisors, LLC Experience September 2013 - Present
Job Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2013 - Present
Wells Fargo Advisors  2008 - September 2013
Wells Fargo Advisors  2007 - 2008
Wachovia Securities  2006 - 2007
Wachovia Securities  1997 - 2006
Principal Financial Securities  1995 - 1996

Education
College of Lake County
Diploma, Accounting/Payroll

David Zimmerman David Zimmerman Beverly Hills, California Details
David Zimmerman's Wells Fargo Advisors, LLC Experience July 2009 - Present
Job Senior Vice President, Senior Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2009 - Present
Wells Fargo Bank  March 2007 - July 2009
Wells Fargo Investments  September 2005 - March 2007
Wells Fargo Investments  September 2004 - September 2005
Wells Fargo Bank  April 2003 - September 2005
Prudential Securities  January 2002 - April 2003
RBC Dain Rauscher, Inc.   May 1997 - January 2002
Paine Webber, Inc.   June 1993 - May 1997
Shearson Lehman Brothers  January 1992 - June 1993
Shearson Lehman Brothers  January 1991 - January 1992

Skills
Asset Management, Brokerage Office,..., Brokerage Strategies &..., Brokerage Manager..., Business Coaching, Debt Planning &..., Financial Advisory, Financial Advisor..., Investment Strategies, Retirement Planning, Investments, Financial Services

Education
University of Virginia - Consumer Bankers Association   2003 — 2007
Graduate School Retail Bank Management, Advanced Banking Studies

College for Financial Planning   2001 — 2001
AAMS, Accredited Asset Management Specialist

University of Pennsylvania - The Wharton School   1998 — 2001
Graduate Securities Industry Institute Management Programs, Brokerage & Financial Services

The American College   1987 — 1988
MS Financial Services Management (12hrs), Advanced Financial Services Management

College for Financial Planning   1983 — 1985
CERTIFIED FINANCIAL PLANNER™

Texas Tech University   1977 — 1981
BBA, Finance & Investments

Jack Parker Jack Parker Plano, Texas Details
Jack Parker's Wells Fargo Advisors, LLC Experience April 2005 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2005 - Present
Wachovia Securities and predecessor firms   October 1995 - April 2005

Skills
Investment Strategies, Concentrated Stock..., Retirement Plan..., Business Owner Planning, Risk Management, Insurance

Education
University of North Texas

College for Financial Planning
Professional Designations

Matthew Cimino Matthew Cimino El Dorado Hills, California Details
Matthew Cimino's Wells Fargo Advisors, LLC Experience October 2012 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2012 - Present
Bayside Church  May 2008 - December 2011
William Jessup University  May 2010 - May 2011

Skills
Investments, Finance, Customer Service, Insurance, Leadership, Leadership Development, Teaching, Coaching, Research, Social Networking

Education
Colorado State University   2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General

William Jessup University   2009 — 2011
Bachelor’s Degree, English Language and Literature, General

Granite Bay High School   2003 — 2007

Christopher Clavin, CIMA® Christopher Clavin, CIMA® Greater Philadelphia Area Details
Christopher Clavin, CIMA®'s Wells Fargo Advisors, LLC Experience September 2003 - Present
Job Financial Advisor, Senior Vice President Investment Officer, Sr. PIM Portfolio Manager Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2003 - Present
Smith Barney  April 1995 - September 2003
PECO Energy  July 1981 - April 1995
Unisys  September 1980 - July 1981
Unisys  November 1979 - September 1980

Skills
Investments, Asset Allocation, Retirement Planning, Risk Management, Retirement, Insurance, 401k Rollovers, Investment Strategies, Concentrated Stock..., Investment Planning, Wealth Preservation..., Corporate Retirement..., Investment Selection &..., Estate Investment..., Multi-generational...

Education
University of Pennsylvania - The Wharton School   2012 — 2012
CIMA® Educational Component, Certified Investment Management Analyst® Core Curriculum

College for Financial Planning   1994 — 1996
Core Curriculum

RETS / CHI Institute   1979 — 1980
AST / Elect. Eng. Technology, Electrical Enginnering / Electronic Technician

Kevin Galvin Kevin Galvin United States Details
Kevin Galvin's Wells Fargo Advisors, LLC Experience December 2014 - Present
Job First Vice President Investments PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2014 - Present
UBS  November 2002 - December 2014
Merrill Lynch  December 1983 - November 2002

Skills
Risk Management, Strategic Planning, Insurance, Multi-Generational..., Investment Strategies, Business Owner Planning, Estate Planning, Financial Advisory...

Education
College for Financial Planning
CFP®, Financial Planning

Northwestern University - Kellogg School of Management
MBA

Spring Hill College
BS, Psychology

Vincent Wilson Vincent Wilson Greater Denver Area Details
Vincent Wilson's Wells Fargo Advisors, LLC Experience May 2013 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2013 - Present
BBVA Compass  March 2010 - May 2013
1st Global  June 2008 - March 2010
Envestnet Asset Management  January 2006 - November 2007
OppenheimerFunds  January 2000 - January 2006
Financial Network Investment Corporation  January 1998 - January 2000
US Bancorp Securities   January 1996 - January 1998

Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, New Business Development, Sales Presentations, Insurance, Strategy, Sales, Sales Management, Coaching, Long-term Care, Performance Metrics, Retirement, Series 7, Finance, Investment Strategies, Financial Advisory, Alternative Investments, Series 63, Asset Allocation

Education
University of Idaho   1984 — 1989
BS, Political Science

City University of New York-Hunter College   1986 — 1988
BA Political Science, Policical Science, Business

Allen F. Schreiber, MBA Allen F. Schreiber, MBA Greater Los Angeles Area Details
Allen F. Schreiber, MBA's Wells Fargo Advisors, LLC Experience November 1997 - Present
Job Managing Director Investments at The Schulten Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 1997 - Present
St. Mary Medical Center Foundation   June 2010 - Present
The Pegasus School  September 2011 - Present
Smith Barney  November 1997 - February 2009

Skills
Finance, Financial Advisory, Insurance, ETFs, Management, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Alternative Investments, Wealth Management..., High Net Worth..., Capital Markets, Access, Time Management, Financial Analysis, Separately Managed..., Hedge Funds, Fixed Annuities, Options, Equities, Risk Management, New Business Development, IRAs, 401k, Fixed Income, Financial Services, Business Development, Retirement, Investment Strategies, Equity Research

Education
Chapman University   1996 — 1998
Master of Business Administration (MBA), Finance, General

San Diego State University-California State University   1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Business

Nadynne Lynne (Herrmann-Mann) Moore Nadynne Lynne (Herrmann-Mann) Moore Austin, Texas Area Details
Nadynne Lynne (Herrmann-Mann) Moore's Wells Fargo Advisors, LLC Experience February 2015 - Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2015 - Present
Edward Jones  September 2009 - February 2015
Wells Fargo Investments  April 2009 - September 2009
Wells Fargo Bank  October 2007 - September 2009
Sierra Microwave Technology  January 2007 - October 2007
AFLAC Insurance  January 2006 - October 2007
VWR International, Inc.   June 2005 - November 2005
VWR International, Inc.   June 2002 - 2005
Alameda Chemical and Scientific, Inc.   1998 - 2002
Pacific Pac International   June 1995 - 1998

Skills
Insurance, Finance, Retirement Planning, Investments, Leadership, Sales, Mutual Funds, Series 7, Fixed Annuities, Investment Strategies, Sales Management, IRAs, Retirement, Team Building, New Business Development, Financial Advisory, Small Business, Strategic Planning, Financial Services, Pensions, Financial Analysis, Investment Advisory, Estate Consideration, Asset Allocation..., Asset Protection..., Wealth Protection..., Income Protection...

Education
College for Financial Planning
AAMS - Accredited Asset Management Specialist

Mission College, Santa Clara   1985 — 1996
Marketing, Marketing & Economics

West Valley College   1980 — 1983
General Education

Pioneer High School   1976 — 1979
Graduated

John Muir Junior High, San Jose   1973 — 1975

J. Mark Webb, MBA J. Mark Webb, MBA Knoxville, Tennessee Details
J. Mark Webb, MBA's Wells Fargo Advisors, LLC Experience February 2011 - March 2013
Job Vice President / Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Regions Investment Solutions   April 2013 - Present
Wells Fargo Advisors, LLC   February 2011 - March 2013
Rentenbach Constructors Incorporated  February 2009 - February 2011
Barron Collier Companies  March 2007 - September 2008
WCI Communities  March 2005 - March 2007
Boran Craig Barber Engel Construction Company, Inc.   September 2003 - March 2005
Gilbert Construction Company, Ltd.   January 1998 - August 2003

Education
Francis Marion University   1998 — 2000
M.B.A., Management

Clemson University   1993 — 1997
B.S., Construction Science & Management

Linda Kanter Linda Kanter Greater Boston Area Details
Linda Kanter's Wells Fargo Advisors, LLC Experience October 2010 - December 2013
Job Arts Administrator l Administrative Assistant l Receptionist
Industry Museums and Institutions
Experience
Wells Fargo Advisors, LLC   October 2010 - December 2013

Education
City University of New York-College of Staten Island   1983 — 1995
Bachelor of Arts (B.A.) and Bachelor of Science (B.S.), Psychology and Technical Theater

University of South Florida   1970 — 1972
Associate of Arts and Sciences (A.A.S.), Education

Mary L. Beets Mary L. Beets Myrtle Beach, South Carolina Details
Mary L. Beets's Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Vice President Investment Officer, CERTIFIED FINANCIAL PLANNER ™ at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Wachovia Securities  April 1999 - January 2009
Interstate Johnson Lane  January 1999 - April 1999
Dean Witter Reynolds Inc.  June 1997 - December 1998
Merrill Lynch  January 1996 - June 1997

Skills
Life Cycle Planning, Investment Strategies, Securities, Insurance Planning, Estate Planning..., Financial Advisory, Retirement Planning

Education
Coastal Carolina University   1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General

Roane State Community College   1981 — 1984
Associate's degree, Business Administration and Management, General

Brent Babb Brent Babb Spartanburg, South Carolina Details
Brent Babb's Wells Fargo Advisors, LLC Experience August 1998 - Present
Job Senior Financial Advisor, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1998 - Present

Skills
Investment Strategies, Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Series 7, Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Strategic Financial..., Financial Advisory, Securities, Fixed Annuities, Estate Planning, Equities, Asset Management, Alternative Investments

Education
Clemson University - College of Business and Behavioral Science   1993 — 1997
Bachelor of Science (BS), Marketing, Graduated Magna Cum Laude

Jeff Nuttall Jeff Nuttall Denver, Colorado Details
Jeff Nuttall's Wells Fargo Advisors, LLC Experience May 1998 - Present
Job Senior Financial Advisor, CFP®
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 1998 - Present

Skills
Wealth Preservation..., Risk Management, Strategic Planning, Multi-generational..., Asset Allocation, Financial Advisory

Education
College for Financial Planning   1994 — 1995
CFP® - Certified Financial Planner, Financial Planning

The University of Texas at Austin   1986 — 1990

Bill Putnam Bill Putnam Greenville, South Carolina Details
Bill Putnam's Wells Fargo Advisors, LLC Experience 2007 - Present
Job First Vice President Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2007 - Present
A.G. Edwards & Sons, Inc.   1997 - 2007
Interstate Johnson Lane  1987 - 1997

Skills
Investments, Retirement Planning, Financial Services, 401k

Education
Clemson University   1964 — 1968
Bachelor of Science (BS), Mechanical Engineering

Anna Manipon Anna Manipon San Francisco Bay Area Details
Anna Manipon's Wells Fargo Advisors, LLC Experience 2004 - May 2012
Job Compliance Consultant at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
nutraMetrix, Custom Health Solutions   March 2012 - January 2013
Wells Fargo Advisors, LLC   2004 - May 2012

Skills
Internal Audit, Healthcare, Internal Controls, Policy, Risk Management

Education
University of Phoenix-Northern California Campus   2004 — 2008
Business Administration and Management, General

Chabot College   2005 — 2007
General Studies

James Doidge, CFP®, CLU, ChFC James Doidge, CFP®, CLU, ChFC Colorado Springs, Colorado Details
James Doidge, CFP®, CLU, ChFC's Wells Fargo Advisors, LLC Experience June 2012 - Present
Job First Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2012 - Present
Morgan Stanley Smith Barney  May 2007 - June 2012
RBC Wealth Management  October 2002 - May 2007

Skills
Investments, Insurance, Retirement Planning, Asset Allocation, Retirement, Finance, 401k, Securities, Financial Analysis, Estate Planning, Financial Services, Strategic Planning

Education
Colorado State University-Pueblo   1995 — 1998
Business, Finance

Michael Machnowski, CFP®, CRPC® Michael Machnowski, CFP®, CRPC® Greater Boston Area Details
Michael Machnowski, CFP®, CRPC®'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
Smith Barney  December 2005 - January 2009
Legg Mason  June 2000 - December 2005

Education
College of the Holy Cross   1996 — 2000
Bachelor of Arts (B.A.), Economics

David F. Marion David F. Marion Charleston, South Carolina Area Details
David F. Marion's Wells Fargo Advisors, LLC Experience December 2010 - Present
Job Associate Vice PresidentInvestment OfficerFundamental Choice Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2010 - Present
Wells Fargo Advisors, LLC   December 2010 - Present

Skills
Investments, Retirement Planning, Finance, Asset Allocation, Retirement, Financial Analysis, Securities, Financial Advisory, Strategic Planning, Financial Modeling, Loans, Public Speaking, Strategic Investment..., Estate Planning..., Contract Negotiation, Customer Service, Management, Nonprofits, Real Estate

Education
College of Charleston   1987 — 1991
B.S. in B.A., Business and Finance

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

David Mohammed, MA-Economics David Mohammed, MA-Economics Greater New York City Area Details
David Mohammed, MA-Economics's Wells Fargo Advisors, LLC Experience September 2007 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2007 - Present
Wells Fargo  2014 - 2014
Wells Fargo  2014 - 2014
Wells Fargo  2014 - 2014
Wells Fargo  2014 - 2014
Morgan Stanley Smith Barney  October 1998 - September 2007
Morgan Stanley Wealth Management  1998 - 2007

Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Alternative Investments, Financial Advisory, Securities, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Financial Planners, Asset Management, 401k, Fixed Income, Strategic Financial..., Uniform Combined State..., Portfolio Management, Investment Advisory, IRAs, Retirement, Series 7

Education
New York University
MSc. Global Affairs

City University of New York City College
MA

Michael Wahlstrom Michael Wahlstrom Portland, Oregon Details
Michael Wahlstrom's Wells Fargo Advisors, LLC Experience 1995 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   1995 - Present

Skills
Financial Analysis, Insurance, Alternative Investments, Budgets, Estate Investment..., Strategic Planning, Securities, Finance, Mutual Funds, Investments, Retirement Planning, Risk Management, Team Building, Customer Service, Public Speaking, Financial Modeling, Banking

Education
College for Financial Planning
MS, Financial Planning

Eastern Washington University
BA, Business Administration

University of Denver - Daniels College of Business
MBA

Bryan Grupe Bryan Grupe Greater Los Angeles Area Details
Bryan Grupe's Wells Fargo Advisors, LLC Experience October 2011 - May 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2012 - Present
Wells Fargo Advisors, LLC   October 2011 - May 2012
David White & Associates  February 2010 - April 2011
BPI a Commercial Printer   January 2008 - January 2010
KAB, INC   January 1991 - January 2008
DIFCO LABORATORIES  January 1986 - January 1991
QUIDEL, INC   January 1983 - January 1986
FOSTER MEDICAL CORPORATION  January 1981 - January 1983
SCIENTIFIC PRODUCTS  January 1971 - January 1981

Skills
Start-ups, Strategic Financial..., 401k, Retirement, Small Business, Budgets, Financial Services, Marketing, Entrepreneurship

Education
United States International University   1969 — 1971
Bachelor of Science (B.S.), Biology & Chemistry

Chapman University   1967 — 1969
Attended, Chemistry and Political Science

Pepperdine University   1974 — 1976
Attended MBA Program

James Ruffin James Ruffin Richmond, Virginia Area Details
James Ruffin's Wells Fargo Advisors, LLC Experience October 2010 - November 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  November 2012 - Present
Wells Fargo Advisors, LLC   October 2010 - November 2012
SunTrust Investment Services  June 2008 - October 2010
Edward Jones Investments  June 2007 - June 2008

Skills
Series 7, Series 63, Portfolio Management, Mutual Funds, Uniform Combined State..., Wealth Management, Financial Analysis, Asset Allocation, Financial Modeling, Finance, Risk Management, Due Diligence, Strategic Planning, Retirement Planning, Alternative Investments, Investments

Education
University of Virginia Darden School of Business   2014 — 2016
Master of Business Administration (MBA)

Clemson University   2000 — 2005
BA, Psychology, Sociology

Woodberry Forest School   1996 — 2000
Diploma

Jason P. Stubbings Jason P. Stubbings Charleston, South Carolina Area Details
Jason P. Stubbings's Wells Fargo Advisors, LLC Experience October 2007 - Present
Job Vice President, Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   September 2015 - Present
Wells Fargo Advisors, LLC   October 2007 - Present
AG Edwards & Sons  June 2001 - October 2007
Morgan Stanley Dean Witter  May 1999 - June 2001

Skills
Financial Advisory, 401k Rollovers, Retirement Plan..., Financial Services, Risk Management, Wealth Preservation..., Fixed Income Strategies, Stock Trading, Concentrated Stock..., Asset Allocation, Retirement Planning, Tax-efficient Strategies, Insurance, Retirement, Portfolio Management, Finance, Securities, Customer Service, Fixed Income, Public Speaking, Mutual Funds, Account Management, Mortgage Lending, Financial Analysis, Financial Modeling, Separately Managed..., ETFs, Wealth, Uniform Combined State..., Mortgage Banking, Series 63, 401k

Education
College of Charleston   1996 — 1999

Monroe Community College   1994 — 1996

Thomas Roll Thomas Roll Glen Gardner, New Jersey Details
Thomas Roll's Wells Fargo Advisors, LLC Experience February 2013 - Present
Job Chartered Retirement Planning Counselor, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2013 - Present
TJR Home Improvement Solutions, Inc.   January 2005 - February 2013
Papp Iron Works  August 2000 - January 2005
Binsky & Snyder, LLC   July 1999 - August 2000

Skills
Finance, Time Management, Financial Advisory, Financial Reporting, Securities, Accounting, Leadership, Management, Forecasting, Financial Planning, Project Management, Budgets, Microsoft Office, Series 7, Strategic Planning, Financial Analysis

Education
College for Financial Planning   2013 — 2014
Chartered Retirement Planning Counselor

Thomas Edison State College   1998 — 2006
Bachelor of Business Administration (BBA), Accounting

North Hunterdon High School   1990 — 1994
High School

Jeffrey Bobrowicz Jeffrey Bobrowicz Greater Chicago Area Details
Jeffrey Bobrowicz's Wells Fargo Advisors, LLC Experience April 2006 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2006 - Present
Morgan Stanley  April 2000 - April 2006
Merrill Lynch  April 1994 - April 2000
Edward Jones  April 1982 - April 1994

Skills
Investments, Retirement Planning, Finance, Economics, Mutual Funds, Securities, Asset Allocation, Retirement, Equities, Investment Strategies, Alternative Investments, Financial Advisory, Fixed Income

Education
Colorado State University   1976 — 1981
Bachelor of Applied Science (B.A.Sc.), Finance, General

HL Richards High School   1972 — 1976

Peter Frisch CFP® Peter Frisch CFP® Greater Boston Area Details
Peter Frisch CFP®'s Wells Fargo Advisors, LLC Experience June 1994 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1994 - Present
Derby Academy  July 1991 - June 1994
Wilbraham & Monson Academy  July 1989 - June 1991

Skills
Mutual Funds, Asset Allocation, Investment Strategies, Retirement Planning, Alternative Investments, Risk Management, Wealth Management..., Investments, Asset Management, Securities, Insurance, Public Speaking, Finance, Series 7, Investment Advisory, Series 63

Education
College for Financial Planning   1997 — 2010

Harvard University Graduate School of Education   1988 — 1989
Master of Education

Long Island University/ C.W. Post Campus   1983 — 1993
Master of Arts (M.A.), History

Wesleyan University   1978 — 1983
Bachelor of Arts, Philosophy

Phillips Academy   1975 — 1978

Lance Towery Lance Towery Sumter, South Carolina Details
Lance Towery's Wells Fargo Advisors, LLC Experience July 2000 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2000 - Present

Education
Clemson University   1988 — 1992
Bachelor of Science in Food Science, Minor concentration in Mangement

Douglas Morehouse, CFP® Douglas Morehouse, CFP® Farmington, Connecticut Details
Douglas Morehouse, CFP®'s Wells Fargo Advisors, LLC Experience August 1978 - Present
Job First Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 1978 - Present

Education
University of Maryland College Park   1970 — 1972
M. Ed., Educational Psychology

Clark University   1964 — 1968
B. A., Psychology

Steve Diol, CRPC® Steve Diol, CRPC® Greater Chicago Area Details
Steve Diol, CRPC®'s Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Associate Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Merrill Lynch  June 1999 - January 2009
Sealed Air Corporation  February 1994 - June 1999
Wallace Computer Services  July 1989 - February 1994

Skills
Retirement Planning, Investments, Retirement, Asset Allocation, Securities, Wealth Management, Mutual Funds, 401k Rollovers, Investment Planning

Education
College for Financial Planning   2009 — 2010
Accredited Domestic Partnership AdvisorSM

College for Financial Planning   2007 — 2008
CRPC ®, Chartered Retirment Planning Counselor®

Keller Graduate School of Management of DeVry University   1997 — 1999
MBA, Business Adminstration

Illinois State University   1985 — 1989
BS, Finance and Business Administration

Buffalo Grove High School   1981 — 1985

David L. Van Rensselaer David L. Van Rensselaer Charleston, South Carolina Area Details
David L. Van Rensselaer's Wells Fargo Advisors, LLC Experience August 2009 - November 2012
Job Wealth Manager at 360 Financial Partners
Industry Financial Services
Experience
360 Financial Partners   November 2012 - Present
Wells Fargo Advisors, LLC   August 2009 - November 2012
UBS  2007 - August 2009

Education
College of Charleston

Victor Taylor Victor Taylor Chicago, Illinois Details
Victor Taylor's Wells Fargo Advisors, LLC Experience February 2013 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2013 - Present
UBS  April 2003 - February 2013
Donaldson, Lufkin & Jenrette   May 1996 - April 2003

Skills
Financial Analysis, Retirement Planning, Investment Strategies, Estate Investment..., Multi-generational..., 401(k) Rollovers

Education
Northwestern University - Kellogg School of Management   1980 — 1982
MBA, Finance; Managerial Economics

Coe College   1976 — 1980
Bachelor of Business Administration (BBA), Business Administration & Econcomics

Grant C. Birkley, CRPC® Grant C. Birkley, CRPC® Greater Chicago Area Details
Grant C. Birkley, CRPC®'s Wells Fargo Advisors, LLC Experience November 2008 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC PIM Portfolio Manager
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated   March 1999 - November 2008
Shepherd Financial Group, LLC   August 1995 - March 1999

Education
Roosevelt University
Bachelors of Science, Business Administration

College for Financial Planning
Chartered Retirement Planning Counsler(SM)

The London School of Economics and Political Science (LSE)

John K. Martin John K. Martin Greensboro/Winston-Salem, North Carolina Area Details
John K. Martin's Wells Fargo Advisors, LLC Experience 2007 - Present
Job Financial Advisor, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2007 - Present
Charles Schwab Bank  2003 - 2007
E*TRADE Financial  2000 - 2003

Skills
Retirement Planning, Investments, Asset Allocation, Financial Services

Education
Clemson University   1981 — 1984
BA Administrative Mgmt, Management, Finance

Craig Halliday Craig Halliday Columbus, Ohio Area Details
Craig Halliday's Wells Fargo Advisors, LLC Experience 2005 - Present
Job Financial Advisor Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2005 - Present
Advest, Inc.   September 1993 - November 2005

Education
The Ohio State University Fisher College of Business   1991 — 1993
MBA, Finance

Colgate University   1985 — 1989
BA, History

Bexley High School   1981 — 1985

Paul Maher, CRPC® Paul Maher, CRPC® Santa Fe, New Mexico Area Details
Paul Maher, CRPC®'s Wells Fargo Advisors, LLC Experience January 2009 - April 2011
Job Financial Advisor/Owner at Santa Fe Wealth Advisors
Industry Financial Services
Experience
Santa Fe Wealth Advisors   May 2011 - Present
Wells Fargo Advisors, LLC   January 2009 - April 2011
Wachovia Securities, LLC  January 2008 - January 2009
A.G. Edwards & Sons, Inc.   November 2006 - January 2008
Profits Fund Fashion Mfg Ltd.   November 2002 - August 2006
My Company & Associates   March 1978 - November 2002

Skills
Investments, Retirement Planning, Risk Management, Leadership, Portfolio Management, Mutual Funds, Financial Advisory, Management, Strategic Planning, Estate Planning, Financial Services, Series 7, Strategic Financial..., Entrepreneurship, Investment Advisory, Wealth Management, Securities, Sales, Analysis, Sales Management, Business Planning, Insurance, Gifts, Financial Analysis, Financial Planners, Executive Management, Caring, Term Life Insurance, Asset Management, Business, Life Insurance, A caring spirit, A mind geared to..., The gift of..., Financial Planning, Problem Solving

Education
College for Financial Planning   2006 — 2007
CRPC®, Chartered Retirement Planning Counselor℠

University of Missouri-Kansas City   1971 — 1974
Economics & Psychology

University of Maryland-Munich   1965 — 1967
Poltical Science/Liberal Arts

Jesuit High School/Jesuit College Prep   1961 — 1965
Preparation for success with college studies

James Russell Ogden III, CFA™ James Russell Ogden III, CFA™ Paducah, Kentucky Details
James Russell Ogden III, CFA™'s Wells Fargo Advisors, LLC Experience September 2009 - Present
Job Senior Vice PresidentInvestments Williams, Ogden, Meredith, Glasgow Wealth Management Group Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2009 - Present
Wealth Trust   2003 - 2009
JC Bradford  1998 - 2003
Citizens Bank & Turst Corporation   1982 - 1998

Skills
401k Rollovers, Asset Allocation, Concentrated Stock..., Financial Advisory, Financial Analysis, Financial Services, Fixed Income Strategies, investment planning, Investment Strategies, Multi-generational..., Retirement, Retirement Planning, Risk Management, Securities, Mutual Funds, Annuities, stock analysis, wealth-preservation...

Education
Centre College
Bachelor's Degree, Economics and History

Instituite of Chartered Financial Analyst
Chartered Financial Analyst

University of Kentucky
Master's Degree, Economics

Max Mahler Max Mahler Fayetteville, Arkansas Area Details
Max Mahler'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
Arvest Securities Fund   August 2008 - May 2009

Skills
Finance, Financial Analysis, Investments, Customer Service, Public Speaking, Event Planning, Team Building

Education
Ibmec   2015 — 2015
International Economics

University of Arkansas ­- Sam M. Walton College of Business   2011 — 2013
Master of Business Administration (MBA)

CIMBA   2008 — 2008
Finance and International accounting

University of Arkansas at Fayetteville   2005 — 2009
Bachelor of Science, Financial management and Investments

Joe Piellucci Joe Piellucci Dallas/Fort Worth Area Details
Joe Piellucci's Wells Fargo Advisors, LLC Experience November 2007 - Present
Job Managing DirectorInvestments at Piellucci Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2007 - Present
UBS Wealth Management  May 1983 - November 2007

Skills
Investment Advisory

Education
University of Wisconsin-Madison   1971 — 1973
Master of Arts,, American History

City University of New York City College   1967 — 1971
Bachelor of Arts (B.A.), America History

Brooklyn Technical High School   1963 — 1967

William D. Murphy William D. Murphy Portland, Oregon Details
William D. Murphy's Wells Fargo Advisors, LLC Experience September 2010 - Present
Job First Vice President/ Investment Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2010 - Present
Morgan Stanely  September 1999 - September 2010
Paine Webber  May 1991 - September 1999

Skills
Retirement Planning, Asset Allocation, 401k Rollovers, Mutual Funds, Investment Strategies

Education
California State University- Fresno
BS Business Administration, Accounting and Economics

Claremont Graduate University
Master of Business Administration (MBA), Peter Drucker Graduate Management Program

Sarah Heegaard Rush Sarah Heegaard Rush San Francisco Bay Area Details
Sarah Heegaard Rush's Wells Fargo Advisors, LLC Experience January 2012 - Present
Job Assistant Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2012 - Present
Merrill Lynch  January 2000 - January 2012
MassMutual  April 1996 - January 2000
Dean Witter  August 1993 - March 1996

Education
College for Financial Planning   2012 — 2012
Accredited Domestic Partner Advisor

Certified Financial Planner Board of Standards, Inc.   2006 — 2007
CERTIFIED FINANCIAL PLANNER, Financial Planning

Hampshire College   1986 — 1990
BA

Richard Hover, BS, AAMS® Richard Hover, BS, AAMS® Lima, Ohio Area Details
Richard Hover, BS, AAMS®'s Wells Fargo Advisors, LLC Experience February 2006 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2006 - Present
Wachovia Securities  2007 - 2008
A.G. Edwards & Sons, Inc.   2006 - 2008
Northwest Ohio Literacy Council   2006 - 2008
Riverbend Homeowners Association   2004 - 2006
Ford Motor Company  1999 - 2006
Lima Masonic Center   1999 - 2001
Bank One  November 1997 - March 1999
Citi  March 1995 - November 1997

Skills
Investments, Mutual Funds, Securities, Financial Advisory, Financial Services, Fixed Annuities, Finance, Retirement, Insurance, Retirement Planning, Bonds, 401k, Investment Strategies, Life Insurance, Small Business, Asset Allocation, ETFs, Stocks, Retirement Plan..., Retirement Savings, Point & Figure..., Relative Strength..., Exchange Traded Funds, Varriable Annuities, Indexed Annuities, Structured Products, Certificates of Deposit, 401(k) Rollovers, Fixed-Income Strategies, Investment Planning, Microsoft Office,..., Stock Analysis, Estate Investment..., Concentrated Stock..., Wealth Preservation...

Education
Bowling Green State University   1985 — 1990
Bachelor of Science, Technology; Business & Technology related studies

Lima Senior High School   1980 — 1983

College for Financial Planning
AAMS, Accredited Asset Management Specialist

Patrick E Meyer, CFP® Patrick E Meyer, CFP® United States Details
Patrick E Meyer, CFP®'s Wells Fargo Advisors, LLC Experience July 2010 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2010 - Present
Edward Jones  2003 - 2010
US Army Special Forces Command  April 2002 - May 2003

Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Strategic Investment..., Estate Planning...

Education
College for Financial Planning   2008 — 2010
Certified Financial Planner professional

Virginia Military Institute   1995 — 1999
Bachelor of Science (BS), Economics and Business

W. Elaine Curry W. Elaine Curry Greater St. Louis Area Details
W. Elaine Curry's Wells Fargo Advisors, LLC Experience April 2008 - Present
Job PCG Business Administration Consultant
Industry Financial Services
Experience
Wells Fargo Advisors  August 2013 - Present
Wells Fargo Advisors, LLC   April 2008 - Present
Wells Fargo Advisors, formerly Wachovia Securities, LLC   August 2007 - Present
ASK - All Special Kids   2005 - 2013
Wells Fargo Advisors  2007 - 2011
Wachovia Securities  2007 - 2009
Merrill Lynch  March 1994 - February 2002
Merrill Lynch  1998 - 2001

Skills
Series 7, Mutual Funds, Series 24, Series 63, Uniform Combined State..., Securities, Portfolio Management, Risk Management, Alternative Investments, Asset Managment, Banking, Wealth Management, Equities, Investments, Financial Services, FINRA, Management, Leadership, Program Management

Education
Chapman University   1971 — 1973
Associate of Arts, Theater

Louise Ladd Louise Ladd Greater Milwaukee Area Details
Louise Ladd's Wells Fargo Advisors, LLC Experience 2005 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2005 - Present
Morgan Stanley Capital International  1978 - 2004

Skills
Investments, Retirement, Securities, Financial Advisory, Financial Services, Insurance, Asset Allocation, Strategic Planning, Fixed Income Strategies, Estate Investment..., 401(k) Rollovers, Wealth, Portfolio Management, Investment Management, Wealth Management, Finance, Retirement Planning, Estate Planning, Mutual Funds, Financial Planning, Series 7, Asset Management

Education
University of Pennsylvania - The Wharton School   2001 — 2002
CIMA, Financial Planning

College for Financial Planning   1984 — 1985
CFP (R), Financial Planning

University of Wisconsin-Madison   1968 — 1972
B.A., Political Science, Ibero American Studies

Lynn De Vasto Lynn De Vasto Greater Philadelphia Area Details
Lynn De Vasto's Wells Fargo Advisors, LLC Experience March 1997 - June 2010
Job Owner of SuperGirl Workout (Personal Training) and Live & Love Your Life (Wellness Coaching)
Industry Health, Wellness and Fitness
Experience
SuperGirl Workout   April 2011 - Present
Wells Fargo Advisors, LLC   March 1997 - June 2010

Skills
Personal Training, Wealth, Fitness, Customer Service, Investments, Retirement Planning, Small Business, Training, Wealth Management, Retirement, Strength Training, Financial Analysis, Nutritional Counseling

Education
College for Financial Planning
CRPC, Retirement Planning

Thomas Weirich Thomas Weirich Greater Philadelphia Area Details
Thomas Weirich's Wells Fargo Advisors, LLC Experience 2000 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  2000 - Present
Janney Montgomery Scott  1985 - 2000
Hahnemann University Hospital  1978 - 1985
John F. Kennedy Community Mental Health Center   1978 - 1985

Skills
Financial Advice, Retirement Planning, Investments, Securities, Mutual Funds, Dynamic Asset Allocation, 401(k) Rollovers, Fixed Income, Leadership, Change Management, Business Strategy, Strategic Planning, Business Planning

Education
University of Pennsylvania   2004 — 2004
Program Certificate, Positive Psychology

University of Pennsylvania - The Wharton School   1983 — 1983
Post Graduate Certificate, Business

Rutgers University-New Brunswick   1969 — 1978
Ph.D. & M.A., Sociology

Colgate University   1965 — 1969
B.A., Sociology

Jarrod Hix Jarrod Hix Bryan/College Station, Texas Area Details
Jarrod Hix's Wells Fargo Advisors, LLC Experience June 2003 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2003 - Present

Skills
Investments, Financial Advisory, Retirement Planning, Leadership, Mutual Funds, Financial Services, Financial Analysis, Estate Planning, Insurance, Customer Service, Public Speaking, Asset Allocation, Retirement, Risk Management, Fixed Annuities, Life Insurance, Budgets

Education
Texas A&M University   1998 — 2003
B.B.A., Finance

Texas A&M University - Mays Business School   1998 — 2003
B.B.A., Finance

College for Financial Planning   2003 — 2003
AAMS, Accredited Asset Management Specialist

Jeff Rogles, CRPC® Jeff Rogles, CRPC® Greater St. Louis Area Details
Jeff Rogles, CRPC®'s Wells Fargo Advisors, LLC Experience April 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2007 - Present
Prudential Financial  August 2005 - April 2007
Wells Fargo Financial  May 2002 - August 2005

Skills
Financial Advisory, Financial Services, Investment Strategies, Retirement, Retirement Planning, Finance, Small Business, Insurance, Team Building, Strategic Planning, Account Management, Cash Flow, Customer Service, Sales

Education
College for Financial Planning   2007 — 2007
CRPC, Chartered Retirement Planning Counselor

Culver Stockton College   1998 — 2002
Bachelor of Arts (B.A.) Finance, Economics

Rockwood Summit

Mitch Klenofsky Mitch Klenofsky Paramus, New Jersey Details
Mitch Klenofsky's Wells Fargo Advisors, LLC Experience May 2010 - June 2015
Job Financial Advisor, Managing Partner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  June 2015 - Present
Wells Fargo Advisors, LLC   May 2010 - June 2015

Education
City University of New York at Brooklyn   1974 — 1981
Bachelor's degree, Economics, Accounting

City University of New York   1974 — 1980
Bachelor's degree, Econmics ad Accounting

Jef Lockman Jef Lockman Greenville, South Carolina Details
Jef Lockman's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Vice PresidentInvestments Financial Advisor with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Citi  2000 - 2009
Merrill Lynch  1993 - 2000

Skills
Investments, Estate Planning..., Financial Guidance, Finance, Retirement Planning, Retirement, Mutual Funds, Managing retirement..., Distribution planning, Inter-generational...

Education
Clemson University   1986 — 1993
Bachelor of Science (B.S.), Management

Derick Liwanag, CRPC® Derick Liwanag, CRPC® Greater Salt Lake City Area Details
Derick Liwanag, CRPC®'s Wells Fargo Advisors, LLC Experience April 2009 - Present
Job Associate Vice President, Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2009 - Present
Spread Trade Systems   October 2006 - April 2009
Stake Center Locating  March 1999 - October 2006

Education
Southwestern College   1994 — 1995

Community College of Southern Nevada   1993 — 1994
Prerequisites

Bonanza High School   1991 — 1993

Radene Gordon-Beck Radene Gordon-Beck Lancaster, Pennsylvania Area Details
Radene Gordon-Beck's Wells Fargo Advisors, LLC Experience August 2000 - Present
Job First Vice PresidentInvestments MBA CIMA CPWA at Barnes and Beck Financial Consulting Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  August 2000 - Present

Education
The University of Chicago Booth School of Business   2009 — 2009
CPWA

University of Pennsylvania - The Wharton School   2003 — 2004
CIMA

Saint Joseph's University - Erivan K. Haub School of Business   1993 — 1995
MBA, Finance

Muhlenberg College   1987 — 1990
B.A., Economics and Finance

Choate Rosemary Hall

Alyson Willis Alyson Willis Charlotte, North Carolina Area Details
Alyson Willis's Wells Fargo Advisors, LLC Experience January 2009 - September 2009
Job Light The Night Campaign Manager/Photographer
Industry Marketing and Advertising
Experience
The Leukemia & Lymphoma Society  September 2014 - Present
Alyson Willis Photography   January 2009 - Present
Lovegrows.org   March 2010 - December 2014
Hedrick Gardner Kincheloe & Garofalo  April 2012 - June 2014
Moore & Van Allen, PLLC   September 2009 - April 2012
Wells Fargo Advisors, LLC   January 2009 - September 2009
CBS Radio  October 2006 - March 2008

Skills
Marketing Communications, Marketing, Social Media, Social Media Marketing, Public Relations, Advertising, Event Planning, Management, Marketing Strategy, Nonprofits, Fundraising, Email Marketing, Blogging, Project Management, Team Building, Press Releases, Time Management, Event Management, Social Networking, Public Speaking, Customer Service, Editing, Photography, Facebook, Copywriting, Online Marketing, Sponsorship, Strategic Communications, Wordpress, Non-profits, Wedding Photojournalism, Media Relations, Newsletters, Team Management, Logistics Management

Education
Clemson University   2001 — 2005
BA, English with a General Communications minor

Patrick Y. Shim Patrick Y. Shim United States Details
Patrick Y. Shim's Wells Fargo Advisors, LLC Experience January 2010 - February 2015
Job Senior VP & Head of Strategic Business Division at Hana Financial, Inc.
Industry Financial Services
Experience
Hana Financial, Inc.   February 2015 - Present
Wells Fargo Advisors, LLC   January 2010 - February 2015
Bluepine Associates, LLC   January 2009 - February 2015
Citigroup Global Markets, Inc.   December 2006 - January 2009
Ridgestone Corporation   May 2004 - December 2006
Vanquish Enterprises, Inc.   November 2002 - May 2004

Education
Claremont McKenna College
Economics

Carmen M. Monaco Carmen M. Monaco Westlake, Ohio Details
Carmen M. Monaco's Wells Fargo Advisors, LLC Experience September 2013 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2013 - Present
Morgan Stanley Smith Barney  August 2001 - September 2013
Morgan Stanley Dean Witter  January 2000 - August 2001

Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Equities, Mutual Funds, Securities, Retirement Planning, Fixed Income, Alternative Investments, Asset Management

Education
Cleveland State University
Accounting and Finance

Cuyahoga Community College
Business Administration and Management, General

Nordonia High School

Celeste W. Jordan Celeste W. Jordan Saint Louis, Missouri Details
Celeste W. Jordan's Wells Fargo Advisors, LLC Experience September 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   September 2014 - Present
Twin Financial, Inc.   June 2013 - May 2014
Wells Fargo Advisors  November 2003 - June 2013

Skills
Financial Guidance, Asset Allocation, Mutual Funds, Mutual Fund and ETF...

Education
Columbia College Chicago   1994 — 1997
Bachelor of Arts (B.A.)

Loyola University of Chicago   1992 — 1994

Jerome (Jerry) R. Laughlin Jerome (Jerry) R. Laughlin Champaign, Illinois Details
Jerome (Jerry) R. Laughlin's Wells Fargo Advisors, LLC Experience June 1993 - Present
Job Vice President Investments, CERTIFIED FINANCIAL PLANNER ™ at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 1993 - Present

Skills
Investment Planning, Retirement Planning, Wealth Management, Estate Strategies, Investment Strategies, IRAs, Investments, Series 7, Mutual Funds, Estate Law, Retirement, Fixed Annuities, Portfolio Management, Asset Managment, Asset Management

Education
Drake University

Central Michigan University
MBA, Business Administration

College for Financial Planning
CFP®, Financial Planning

Denise Petrin Denise Petrin Greater Boston Area Details
Denise Petrin's Wells Fargo Advisors, LLC Experience July 2012 - Present
Job Associate Vice PresidentInvestment Officer, AAMS® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2012 - Present
Edward Jones  September 2009 - July 2012
MassMutual Financial Group  July 2009 - September 2009
Wachovia Securities Financial Network  February 2006 - May 2009
LEGG MASON WOOD WALKER INC  January 1999 - January 2006
PRUDENTIAL SECURITIES INC  November 1995 - January 1999
Windham Honda   January 1995 - November 1995
FIRST NH BANK  January 1993 - January 1995
MANCHESTER MUNICIPAL EMPLOYEES CREDIT UNION   January 1992 - January 1993
NUMERICA SAVINGS BANK   January 1980 - January 1992

Skills
Investments, Small Business, Asset Allocation, Finance, Retirement, Financial Services, Business Networking, Public Speaking, Retirement Planning, Organizational..., Mutual Funds, 401k, Insurance, Speaking Engagements, Estate Planning..., Marketing, Portfolio Management, Customer Service

Education
College for Financial Planning   2002 — 2004
AAMS

Trinity High School   1974 — 1978

Southern New Hampshire University
Business, Program

GREGG S. SHERMAN, CFP® GREGG S. SHERMAN, CFP® Rancho Cucamonga, California Details
GREGG S. SHERMAN, CFP®'s Wells Fargo Advisors, LLC Experience 2011 - 2013
Job Financial Advisor at U.S. BANCORP INVESTMENTS, INC.
Industry Financial Services
Experience
U.S. BANCORP INVESTMENTS, INC.   July 2013 - Present
Wells Fargo Advisors, LLC   2011 - 2013
Wells Fargo Investments, LLC  2008 - 2011
Wells Fargo Bank, N.A.   2006 - 2008

Skills
Leadership, Sales, Investments, Insurance, Certified Financial..., Financial Planning, Retirement Planning

Education
Metropolitan State University of Denver   2013 — 2014
Personal Financial Planning Certificate

Vanguard University of Southern California   2007 — 2011
Master's degree

Chapman University   2003 — 2006
Bachelor's Degree

Saddleback College   2001 — 2003
Associate's Degree

Nadia Singh Nadia Singh Tampa/St. Petersburg, Florida Area Details
Nadia Singh's Wells Fargo Advisors, LLC Experience February 2011 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 2011 - Present
Smith Barney  May 2008 - February 2011
Smith Barney  July 2000 - April 2008

Skills
Certified Divorced...

Education
City University of New York   1995 — 2000
B.S., Business Management

Kimberly A Gildea, CFP® Kimberly A Gildea, CFP® Altoona, Pennsylvania Area Details
Kimberly A Gildea, CFP®'s Wells Fargo Advisors, LLC Experience January 2007 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2007 - Present
Salomon Smith Barney  January 1995 - January 2007
Kidder Peabody  July 1988 - December 1994
Anchor National Financial Services   October 1985 - July 1988

Skills
Finance, Tax Efficient Investing, Insurance, Retirement, Securities, Retirement Planning, Estate Planning Strategy, Financial Services, Investments

Education
Institute for Divorce Financial Analysts   2008 — 2009
CDFA, Certified Divorce Financial Analyst

College for Financial Planning   1988 — 1990
Certified Financial Planner, CFP Designation

West Virginia University   1979 — 1983
B.S., Business and Economics

Brian Bevans, AIF® Brian Bevans, AIF® Eugene, Oregon Details
Brian Bevans, AIF®'s Wells Fargo Advisors, LLC Experience July 1999 - Present
Job Managing Director at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 1999 - Present
Wells Fargo Advisors, LLC   January 2006 - Present
LPL Financial Services  1994 - July 1999
Small Business Owner  January 1987 - February 1994

Skills
Retirement Planning, Financial Advisory, Retirement, Independent Financial..., Investment Planning, 401k Rollovers, 401k, Wealth Accumulation..., Wealth Preservation..., Tax-Efficient Strategies, Retirement-Plan..., 403 b, Qualified Retirement..., Non-Qualified Deferred..., Pensions, 457 Plans, Pension Rollover..., Multigenerational...

Education
Center for Fiduciary Studies™   2014 — 2014
Accredited Investment Fiduciary®

College for Financial Planning   1994 — 1994
Foundations in Financial Planning

Prudential Securities University   1992 — 1992
Advanced Training in Portfolio Strategies

Oregon State University
Bachelor of Science (BS) in Business

Oregon State University
Bachelor of Arts (BA) in Business

Waseda University

Blair Thompson,CRPC® Blair Thompson,CRPC® Paoli, Pennsylvania Details
Blair Thompson,CRPC®'s Wells Fargo Advisors, LLC Experience December 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   December 2013 - Present

Skills
Investments, 401k, Retirement Planning, Insurance, Financial Advisory

Education
Columbia Business School
Master of Business Administration (MBA)

Dartmouth College
Bachelor of Arts (BA)

Michelle Buria, CFP® Michelle Buria, CFP® Duluth, Minnesota Details
Michelle Buria, CFP®'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
Piper Jaffray/UBS   2003 - 2009

Skills
Investments, Finance, Retirement Planning, Asset Allocation, Insurance, Securities, Financial Analysis, Mutual Funds, Financial Risk, Investment Strategies, IRAs, Financial Goals, Customer Service, Education Planning, Insurance Planning, Investment Planning

Education
University of St. Thomas   1989 — 1993
Bachelor of Arts, Financial Management

College for Financial Planning
Certified Financial Planner Certificant

Marshall School, Duluth, MN

Lydell Thompson Lydell Thompson Winston Salem, North Carolina Details
Lydell Thompson's Wells Fargo Advisors, LLC Experience June 2006 - Present
Job Financial Advisor, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2006 - Present
Wachovia Bank  August 1996 - May 2006
Food Lion  February 1994 - August 1996

Skills
Retirement Planning, Investments, Insurance

Education
Wake Forest University   1988 — 1992
Bachelor's degree, Economics

College for Financial Planning
Master of Science (MS), Financial Planning

David Emig David Emig Bel Air, Maryland Details
David Emig's Wells Fargo Advisors, LLC Experience 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2009 - Present
Smith Barney  February 2006 - February 2009
Legg Mason  September 2000 - February 2006
United States Marine Corps  June 1990 - October 1991

Education
College for Financial Planning
Accredited Asset Management Specialist, Planning and Services

Sandeep RajGuru, CRPC® Sandeep RajGuru, CRPC® Greater Boston Area Details
Sandeep RajGuru, CRPC®'s Wells Fargo Advisors, LLC Experience April 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2012 - Present
H&R Block  September 2009 - April 2012
Self Employed  May 2000 - December 2008
Rudolf Wolff Inc   January 1994 - April 2000

Skills
Equities, Finance, Hedge Funds, Investment Strategies, Options, Hedging, Financial Analysis, Currency, Financial Modeling, FX Options, Tax, Credit Risk, Securities

Education
University of Phoenix   2009 — 2010
Masters of Science in Accounting, Accounting

Clarkson University   1983 — 1987
B.S. Mechanical Engineering, Engineering

Phil A. Matheson AIF®, CRPC ® Phil A. Matheson AIF®, CRPC ® Orange County, California Area Details
Phil A. Matheson AIF®, CRPC ®'s Wells Fargo Advisors, LLC Experience August 2007 - March 2010
Job VP & Retirement Advisor, Centennial | Fiduciary Compliance | Investment Research| Fee Benchmarking | Plan Education
Industry Financial Services
Experience
The Centennial   March 2010 - Present
Wells Fargo Advisors, LLC   August 2007 - March 2010
Pioneer Electronics  May 2003 - August 2007
Optical Laser  1998 - 2003

Skills
Employee Benefits, Retirement, Retirement Planning, Insurance, 401k, Life Insurance, New Business Development, Sales, Wealth Management, Strategic Financial..., Investments, Disability Insurance, Management, Accredited Investment..., Selling, Small Business, Fixed Annuities, Mutual Funds, Qualified Retirement..., Plan Compliance, Non-Qualified, Safe Harbor, Employee Engagement, Fiduciary Services, Fiduciary Management, Investment Management, Performance Benchmarking, Retirement Benefits, Finance, Estate Planning, Financial Services, Financial Planning

Education
College for Financial Planning   2014 — 2014
CRPC®, Chartered Financial Planning Counselor, Pass

Trau - The Retirement Advisor University   2013 — 2013
C(k)P®, Retirement Plan Management, Pass

University of California, Irvine   2012 — 2012
Certified Financial Planning Curriculum, Pass

Fi360   2010 — 2010
AIF, Accredited Investment Fiduciary, Pass

University of Arizona   1993 — 1996
Bachelor of Sciences, Health Sciences

Orange Lutheran High School   1988 — 1991
HIgh School

Justin Davis, MBA, CFP® Justin Davis, MBA, CFP® Fort Collins, Colorado Area Details
Justin Davis, MBA, CFP®'s Wells Fargo Advisors, LLC Experience July 2001 - Present
Job Senior Vice President Investments at Davis Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2001 - Present
Wachovia Securities  August 2007 - December 2008
AG Edwards and Sons, Inc.   July 2001 - August 2007
Beneficial Financial, Inc   January 1998 - January 2001
Albertson's, Inc   January 1993 - January 1998

Skills
Investments, Retirement, Retirement Planning, Mutual Funds, Alternative Investments, Insurance, Estate Investment..., Variable Annuities

Education
Colorado State University   2011 — 2013
Master of Business Administration (MBA)

Kaplan University   2006 — 2007
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL Certification

College for Financial Planning®   2001 — 2001
ACCREDITED ASSET MANAGEMENT SPECIALIST Designation, Asset Management

Northern Arizona University   1993 — 1997
Bachelor of Science, Psychology & Criminal Justice

Örebro University   1995 — 1996
Psychology & European Law

Jeff Sondhelm Jeff Sondhelm Indianapolis, Indiana Area Details
Jeff Sondhelm's Wells Fargo Advisors, LLC Experience August 2007 - July 2012
Job Financial Advisor at Greenway Advisors
Industry Financial Services
Experience
Greenway Advisors   May 2012 - Present
Center for Interfaith Cooperation   June 2012 - Present
Etz Chaim Sephardic Congregation   December 2007 - Present
Tau Epsilon Phi National Fraternity, Inc.   2013 - 2013
Wells Fargo Advisors, LLC   August 2007 - July 2012
Morgan Stanley  May 2005 - August 2007
The Hasten Hebrew Academy   August 2002 - April 2004
Cydcor  1998 - 2002
The Forest   1991 - 1994

Skills
Insurance, Investments, New Business Development, Strategic Financial..., Retirement Planning, Strategic Planning, Sales, Marketing, Business Development, Finance, Banking, Financial Analysis, Account Management, Negotiation, Sales Management

Education
University of Delaware - Lerner College of Business and Economics   1994 — 1998
BS, Management & Marketing

College for Financial Planning   2007 — 2007
CRPC, Chartered Retirement Planning Counsellor

Randy Francis Randy Francis Greater New York City Area Details
Randy Francis's Wells Fargo Advisors, LLC Experience September 2008 - Present
Job Financial Advisor
Industry Capital Markets
Experience
Wells Fargo Advisors, LLC   September 2008 - Present
TD Bank  June 2006 - September 2008

Education
City University of New York City College
BA, Business

Frank M Lundy, CLU Frank M Lundy, CLU Columbia, South Carolina Area Details
Frank M Lundy, CLU's Wells Fargo Advisors, LLC Experience 2005 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   2005 - Present
Smith Barney  1991 - 2005

Skills
Investments, Fixed Annuities, Risk Management, Life Insurance, Mutual Funds, Financial Analysis, Insurance, Underwriting, Retirement Planning, Estate Investment...

Education
Clemson University   1979 — 1983
Microbiology

hammond school

Dustin Elliott, AAMS® Dustin Elliott, AAMS® Austin, Texas Area Details
Dustin Elliott, AAMS®'s Wells Fargo Advisors, LLC Experience June 2005 - June 2009
Job Vice President Wealth Management / UBS
Industry Financial Services
Experience
UBS  January 2014 - Present
UBS Wealth Management Americas  June 2009 - December 2013
Wells Fargo Advisors, LLC   June 2005 - June 2009
HillCo Partners  January 2005 - May 2005
Texas Department of Agriculture  January 2004 - December 2004

Education
The University of Texas at Austin   2001 — 2005
BBA, Finance

College for Financial Planning
Asset Management

Megan Crosby Megan Crosby Orange County, California Area Details
Megan Crosby's Wells Fargo Advisors, LLC Experience February 2011 - December 2013
Job First Vlice President, Complex Manager at Wells Fargo Advisors, LLC Mission Viejo, CA
Industry Financial Services
Experience
Wells Fargo Advisors  October 2014 - Present
Wells Fargo Advisors  January 2014 - September 2014
Wells Fargo Advisors, LLC   February 2011 - December 2013
Wells Fargo Advisors  January 2010 - February 2011
Wells Fargo Advisors  April 2008 - January 2010
SunTrust Investment Services  September 2004 - March 2008

Skills
Management, Business Development, Financial Advisory, Sales, Finance, Financial Services

Education
College of Charleston   2000 — 2003
Bachelor of Science (B.S.), Business Administration, Economics

Michael Euston, AAMS®, AIF® Michael Euston, AAMS®, AIF® Greater Denver Area Details
Michael Euston, AAMS®, AIF®'s Wells Fargo Advisors, LLC Experience August 2010 - June 2014
Job Managing Partner at Heirloom Wealth Management
Industry Financial Services
Experience
Heirloom Wealth Management   June 2014 - Present
Wells Fargo Advisors, LLC   August 2010 - June 2014
Wells Fargo  August 2005 - August 2010

Skills
Investments, Portfolio Management, Loans, Credit, Retirement Planning, Asset Management, Financial Services

Education
Colorado State University
Finance, Business

Rockhurst High School

Lance Withers Slaughter Lance Withers Slaughter Washington D.C. Metro Area Details
Lance Withers Slaughter's Wells Fargo Advisors, LLC Experience November 2005 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   November 2005 - Present
Merrill Lynch  November 1994 - October 2005
Smith Barney Shearson  September 1990 - October 1994

Skills
Series 63, Retirement Planning, Securities, Mutual Funds, Fixed Income, Series 7, Strategic Planning, Investments, Asset Allocation, Alternative Investments, Wealth Management, Series 65, Equities, Hedge Funds, Finance, Investment Advisory, Retirement, Bonds, 401k, Financial Advisory, Capital Markets, Trading, Banking, Strategic Financial..., Portfolio Management, Financial Modeling, FINRA, Asset Management, Financial Analysis, Risk Management, Wealth Management..., Investment Banking, Loans, Financial Services, ETFs, Estate Planning, Investment Strategies, Investment Management, Cash Management, Emerging Markets, Private Equity, Private Placements, Bloomberg, Financial Structuring, Options

Education
Colgate University
Bachelor's Degree, Economics

Rutgers University School of Law - Camden

Bob Cassiday Bob Cassiday Denver, Colorado Details
Bob Cassiday's Wells Fargo Advisors, LLC Experience May 2010 - January 2012
Job Mortgage Loan Originator at Cherry Creek Mortgage, NMLS# 874575. LMB #100048032.
Industry Financial Services
Experience
Cherry Creek Mortgage  December 2013 - Present
KeyBank  January 2012 - December 2013
Wells Fargo Advisors, LLC   May 2010 - January 2012
Corporate Express / Staples  January 2009 - February 2010
Solo Cup Company  July 2007 - December 2008
Midwest Chemical and Supply   July 2005 - June 2007
Johnson Diversey Corp.   August 2003 - June 2005
Wells Fargo Bank  November 1998 - June 2003
VoiceStream Wireless  August 1997 - April 1998
Northern Financial Group   1997 - 1997

Skills
Mortgage Lending, Banking, Loans, Customer Service, Cold Calling, Series 7, Insurance, Public Speaking, FHA, Consumer Lending, Account Management, Home Equity Loans, Sales Presentations, Outlook, PowerPoint, B2B, Investment Advisory, Microsoft Word, Deposits, Eagle Scout, Political Campaigns, Credit Scoring, Mortgage loans, Outside Sales, European History, American History, Excel, Bank Operations, Conventional Mortgages, Down Payment Assistance, Fair Lending, Investment Banking, Inside Sales, World History, Annuities, Word, Volunteer Recruiting, Chess, Mountaineering, Scouting, Christianity, Ethics, TaeKwonDo, Political Philosophy, Marathon Running, Study Abroad, Writing, VA, Publishing, Small Business

Education
University of Colorado at Denver   2008 — 2013
MBA Program

Xinnix Mortgage Loan Originator School   2013 — 2013
Xinnix Certified Orginator

Northern Colorado College of Real Estate   1997 — 1997
Graduate

Morton Blackwell Leadership Institute   1994 — 1996
Leadership, Political Organization and Activism

Colorado State University   1993 — 1996
Bachelor's Degree, History

University of Wales, Swansea   1995 — 1995
CSU Study Abroad Program, University of Wales, Swansea, United Kingdom, British History

College of Lake County   1992 — 1993
Associate of Arts, Liberal Arts, 3.8 GPA

Gashland, Clardy, Newmark   1976 — 1984
Grades 1-8

Financial Peace University Graduate   2010 — 2010

West Aurora High School
High School

Robert Slovinsky Robert Slovinsky New York, New York Details
Robert Slovinsky's Wells Fargo Advisors, LLC Experience February 1997 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   February 1997 - Present
Josephthal Lyons and Ross Incorporated   November 1993 - February 1997
W. J. Nolan & Comany, Inc.   August 1991 - November 1993

Skills
Retirement Planning, Asset Allocation, Finance, IRAs, Education Funding, Investments, Mutual Funds, Insurance, Securities, Equities, Business Services, IRA Rollvers, Financial Services, Financial Advisory

Education
Brooklyn College
Bachelor of Arts (BA)

Charles Fiori, CFA Charles Fiori, CFA New York, New York Details
Charles Fiori, CFA's Wells Fargo Advisors, LLC Experience May 2011 - February 2012
Job Senior Financial Markets ConsultantSales, Strategy, (Big) Data, Internet of Things, ETrading.
Industry Capital Markets
Experience
ReadQ Technologies LLC   October 2013 - September 2014
Whitaker Securities  February 2013 - September 2013
ManageGo   February 2012 - June 2012
Wells Fargo Advisors, LLC   May 2011 - February 2012
JP Morgan Securities  February 2008 - April 2009
Kestrel Technologies, Inc   July 2007 - January 2008
Reuters America  March 2006 - March 2007
Reuters America  September 2004 - March 2006
FT Interactive Data  April 2004 - September 2004
Self-employed  June 2002 - April 2004

Skills
Electronic Trading, Bonds, Market Data, Capital Markets, Fixed Income, Business Development, Valuation, Strategy, Wealth Management, Financial Markets, Relationship Management, Series 7, Financial Analysis, Social Media, Reference Data, Business Strategy, Business Relationship..., Securities, Financial Services, Portfolio Management, Trading Systems, Public Speaking, Networking, Employee Benefits, Report Writing, Property Management..., Brokertec, Electronic Markets, CBOT, Transaction Processing, Asset Management, FINRA, Money Market, Alternative Investments, Investment Banking, International, Compliance

Education
Columbia University - Columbia Business School   1982 — 1984
MBA, Finance/Marketing

Columbia University in the City of New York   1975 — 1979
BA, Political Science

St. Andrew Academy   1963 — 1975

Jesse Nichols Jesse Nichols Denver, Colorado Details
Jesse Nichols's Wells Fargo Advisors, LLC Experience October 2010 - February 2012
Job Senior Associate at GVC Capital LLC
Industry Financial Services
Experience
GVC Capital LLC  February 2015 - Present
One Thousand & One Voices (1K1V)   September 2013 - July 2014
Michaud Capital Management   February 2012 - September 2013
Wells Fargo Advisors, LLC   October 2010 - February 2012
Cadiz Financial Services Group   April 2008 - November 2009

Skills
Alternative Investments, Asset Management, Financial Markets, Finance, Financial Modeling, Investments, Hedge Funds, Equities, Portfolio Management, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Valuation, Private Equity

Education
University of Cape Town   2005 — 2007
Economics and Political Science

Colorado College   2003 — 2007
BA, International Political Economy

Kent Denver   1999 — 2003

David Burnell David Burnell Greater Denver Area Details
David Burnell's Wells Fargo Advisors, LLC Experience July 2014 - Present
Job Market Compliance Specalist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   July 2014 - Present
Wells Fargo Advisors, LLC   March 2014 - July 2014
Wells Fargo Advisors, LLC   June 2012 - March 2014
Charles Schwab  January 2011 - May 2012
Colorado State University Bookstore  January 2010 - January 2011
The Home Depot  March 2008 - October 2009
The Home Depot  May 2007 - August 2007
Things Remembered  October 2005 - August 2006

Skills
Communication, Fast Learner, Microsoft Office, Presentations, Risk Management, Investments

Education
Colorado State University   2006 — 2010
Bachelor of Science, Business Administration; Management & Finance

Smoky Hill

Peter Caruso, CFP ® Peter Caruso, CFP ® Greater Boston Area Details
Peter Caruso, CFP ®'s Wells Fargo Advisors, LLC Experience January 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
Smith Barney  December 2005 - January 2009
Legg Mason  1996 - November 2005
shawmut bank  1990 - 1992

Skills
Wealth Management, Wealth Preservation..., Investments, Finance, Asset Allocation, Public Speaking, Risk Management, Business-succession..., Concentrated Stock..., Fixed Income Strategies, Insurance, Multi-generational..., Strategic Planning, Tax-efficient Strategies, Estate Planning...

Education
College for Financial Planning   2000 — 2003
CFP®

Nichols College   1986 — 1990
bachelors, management

Mark Mertens Mark Mertens Greater St. Louis Area Details
Mark Mertens's Wells Fargo Advisors, LLC Experience May 2007 - January 2011
Job Financial Advisor at Big Sky Advisors, LLC
Industry Financial Services
Experience
Big Sky Advisors, LLC   August 2013 - Present
Jefferson County Growth Association   July 2011 - Present
E. Walter Hausstette Charitable Foundation   2007 - Present
COMTREA  2002 - Present
Premier Wealth Management Group   April 2011 - August 2013
Wells Fargo Advisors, LLC   May 2007 - January 2011
Pony Bird, Inc.   1995 - 2010
A. G. Edwards & Sons, Inc.   May 2007 - June 2008
Focus St Louis Board   2003 - 2008
Jefferson County, Missouri  January 2002 - December 2006

Skills
Retirement Planning, Investments, Retirement, Wealth Management, Financial Advisory, Securities, IRAs, Strategic Financial..., Employee Benefits, Estate Planning, Long-term Care, Strategic Planning, Finance, Financial Services, Nonprofits, Insurance, Government, Risk Management, Mutual Funds, Disability Insurance, Budgets, Leadership, Financial Analysis, Life Insurance, Security, Small Business, Financial Risk, Personal Finance, Analysis, Project Management, Portfolio Management, Mergers & Acquisitions, Non-profits, Relationship Management, Policy Analysis, Event Planning

Education
Washington University in St. Louis   1982 — 1984
MHAP, Health Administration

Lincoln University   1970 — 1974
Bachelor of Science (B.S.), Biology, General

College for Financial Planning   2013 — 2015
Certified Financial Planner, Finance and Financial Management Services

College for Financial Planning   2007 — 2008
CRPC, Charter Retirement Planning Counselor

Shari Breitung Shari Breitung Greater Chicago Area Details
Shari Breitung's Wells Fargo Advisors, LLC Experience March 2014 - Present
Job Regional Executive Assistant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 2014 - Present
Thomson Reuters  March 2010 - February 2014
Riaz A. Baber, M.D., SC   March 2007 - February 2009
D.A. Stuart Company   May 1998 - January 2007
U.S. Forest Industries, Inc.   November 1997 - May 1998
Ryder Integrated Logistics, Inc.   April 1995 - September 1997

Skills
Administrative..., Outlook, Teamwork, Time Management, Leadership, Management, Budgets, Salesforce.com, Microsoft Excel, Human Resources, SharePoint, Troubleshooting, Spreadsheets, Microsoft Outlook, Heavy Calendaring, Lotus Notes, Microsoft Word, Microsoft PowerPoint, FeaturePlan, Information Gathering, Sig Sigma Training, Benefits Administration, Payroll, COBRA, Interviews, HIPAA, Supervisory Skills, PeopleSoft Financial

Education
College of DuPage   1982 — 1986
Associate of Arts (AA), Liberal Arts

Christine Back Christine Back Greater Los Angeles Area Details
Christine Back's Wells Fargo Advisors, LLC Experience October 2008 - August 2015
Job Fully Licensed Financial Professional
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2008 - August 2015
Hollander Financial dba American Realty   September 2005 - September 2009
Mortgage Planners, Inc   June 1997 - March 2008

Skills
Series 7, Series 66, Series 9, Series 10, Life & Health Insurance..., Marketing, Social Media, Sales, Coaching, Leadership, Training & Development, Time Management, Business Development, Trading, Customer Service, Supervision, Risk Management, 401k Rollovers, Financial Services, Insurance, Investment Planning, Compliance, Communications, Best Practices, Investments, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Microsoft Publisher, Relationship Management, Retirement, Retirement Planning, Retirement Savings, Securities, Mutual Funds, Annuities, Certifications, Organization Skills, ACATS, ACH, Customer Loyalty, Internet Explorer, Outlook Express, SmartStation, BetaHost

Education
Chaffey College   1997 — 2007
Real Estate

Faith Lutheran High School   1993 — 1997
Diploma

Eddy Chou Eddy Chou Kansas City, Missouri Area Details
Eddy Chou's Wells Fargo Advisors, LLC Experience October 2009 - August 2010
Job Connecting the heart of God (Is 56:7) to the hearts of His people through music and performing arts.
Industry Religious Institutions
Experience
International House of Prayer University  January 2012 - Present
Orlando House of Prayer   June 2014 - August 2014
International House of Prayer Missions Base of Kansas City   January 2012 - June 2014
Wells Fargo Advisors, LLC   October 2009 - August 2010
Wells Fargo Advisors, LLC   February 2006 - October 2009
Wachovia Securities, LLC  February 2005 - January 2006
Lowell High School  February 1998 - June 2005
Wachovia Securities, LLC  January 2004 - January 2005
Prudential Securities, Inc.   October 2003 - January 2004
Prudential Securities, Inc.   June 2003 - January 2004

Skills
Mutual Funds, Financial Risk, Series 7, Securities, Investments, Compliance Regulations, Operations Management, Office Administration, Series 9/10, Series 66, Uniform Combined State..., Fixed Income, FINRA, Volunteer Management, Marketing Communications, Equities, Investment Advisory, Training, Management, Finance, Recruiting, Customer Service, Strategic Financial..., Financial Analysis, Asset Allocation, Financial Services, Asset Management, Newsletters, Administration, Policy, Financial Advisory

Education
International House Of Prayer University   2011 — 2015
Certificate, Prophetic Worship

University of California, Berkeley   2000 — 2002
Bachelor of Arts, Psychology, Integrative Biology

College of San Mateo   1997 — 2000
Associate's degree, Psychology, Human Biology

Lowell High School   1993 — 1997
Diploma, General Studies

Joseph McDonnell, CRPC Joseph McDonnell, CRPC Prescott, Arizona Details
Joseph McDonnell, CRPC's Wells Fargo Advisors, LLC Experience October 2009 - Present
Job Financial Advisor, Vice President – Investments, at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2009 - Present
Merrill Lynch  August 1983 - October 2009

Skills
Asset Allocation, Retirement Planning, Strategic Planning, 401k Rollovers, Fixed Income Strategies, Insurance, Wealth Preservation..., Estate Investment..., Annuities

Education
Thunderbird School of Global Management   1981 — 1982
MIM, Finance International Relations French

Claremont McKenna College   1976 — 1980
BA, History Literature

Brophy College Prepatory   1972 — 1976

Robert Tesch Robert Tesch Montrose, Colorado Details
Robert Tesch's Wells Fargo Advisors, LLC Experience April 1996 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 1996 - Present

Education
Colorado State University   1976 — 1982
Master’s Degree, Higher Education/Higher Education Administration

Alie Olsen, CFP® Alie Olsen, CFP® Greater Denver Area Details
Alie Olsen, CFP®'s Wells Fargo Advisors, LLC Experience March 1999 - May 2013
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Wells Fargo Advisors, LLC   March 1999 - May 2013
Circle Trade Services   1994 - 1998

Education
Colorado State University   1982 — 1986
Bachelor of Arts (BA), Spanish Language and Literature, minor in Economics

Overland

Overland High School

Overland High School

Tripp Mullen, CFP® Tripp Mullen, CFP® Greater Atlanta Area Details
Tripp Mullen, CFP®'s Wells Fargo Advisors, LLC Experience March 2006 - April 2010
Job Vice President Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc.   April 2010 - Present
Wells Fargo Advisors, LLC   March 2006 - April 2010
Smith Barney  July 1998 - March 2006

Education
Southwestern Baptist Theological Seminary   1993 — 1995

Hampden-Sydney College   1988 — 1992
Bachelor of Arts (B.A.), Economics

College for Financial Planning
CFP Certification Professional Education Program

Lance Withers Slaughter Lance Withers Slaughter Washington D.C. Metro Area Details
Lance Withers Slaughter's Wells Fargo Advisors, LLC Experience October 2005 - Present
Job First VPInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   October 2005 - Present
Merrill Lynch & Co.   September 1994 - September 2005
Integrated Resources Distributors   1983 - 1989

Education
Rutgers University School of Law - Camden   1975 — 1977
Law

Colgate University   1971 — 1975
BA, Economics

Kent School

Tiffany M. Darst Tiffany M. Darst Portland, Oregon Details
Tiffany M. Darst's Wells Fargo Advisors, LLC Experience October 2011 - September 2015
Job VPInvestments, Financial Advisor Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2015 - Present
Wells Fargo Advisors, LLC   October 2011 - September 2015
Thrivent Financial for Lutherans  October 2010 - October 2011
Wells Fargo Advisors, LLC   June 2009 - October 2010
Thrivent Financial for Lutherans  September 2008 - June 2009

Education
Cleveland State University   2004 — 2006
Bachelors, Business Administration, Economics

Chad Keeler Chad Keeler Fort Collins, Colorado Area Details
Chad Keeler's Wells Fargo Advisors, LLC Experience August 2008 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   August 2008 - Present
BlueLinx Corporation  August 2006 - June 2008

Education
Colorado State University   2002 — 2006
BS, Business Administration

Colorado State University   2002 — 2006

Kelly S. Waller, CFP(R) Kelly S. Waller, CFP(R) Greater St. Louis Area Details
Kelly S. Waller, CFP(R)'s Wells Fargo Advisors, LLC Experience January 2009 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2009 - Present
A.G. Edwards & Sons, Inc.   1991 - 2007

Skills
Wealth Management, Series 63, Portfolio Management, Strategic Financial..., Series 7, Securities, Options, Asset Management, Insurance, Financial Advisory, Retirement, Investment Management, Finance, Estate Planning, Fixed Income, Hedge Funds, Financial Modeling

Education
College for Financial Planning   1996 — 1998
Certified Financial Planner

University of Illinois at Urbana-Champaign   1987 — 1992
Bachelor's, Economics and Business

Belleville Township High School West

Jason Oates Jason Oates Charleston, South Carolina Details
Jason Oates'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
SunTrust Investment Services  May 2009 - October 2011
UBS Financial Services Inc  April 2005 - May 2009
South Carolina Stingrays  August 1994 - April 2005

Education
College of Charleston   1994 — 2003
BA, Corporate Communications

Fox Lane High School   1988 — 1991

Marko Wilson Marko Wilson Greater Denver Area Details
Marko Wilson's Wells Fargo Advisors, LLC Experience October 2008 - April 2011
Job Premium Broker at Fidelity Investments
Industry Renewables & Environment
Experience
Fidelity Investments  June 2013 - Present
Charles Schwab  April 2011 - June 2013
Wells Fargo Advisors, LLC   October 2008 - April 2011
Navarro Research & Engineering  March 2010 - December 2010
US Bank  December 2009 - March 2010
Starbucks Coffee Company  March 2007 - March 2008
Colorado Christian University  August 2005 - May 2007

Education
University of Denver - Daniels College of Business   2008 — 2009
MBA, Finance

Colorado Christian University   2003 — 2007

Louis Taylor Louis Taylor Greater Minneapolis-St. Paul Area Details
Louis Taylor's Wells Fargo Advisors, LLC Experience April 2015 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2015 - Present
UBS Financial  August 2007 - March 2015
Prime Security Bank   June 2005 - August 2007
Associated Bank  April 2001 - June 2005
MEDA  1995 - 1999
USBank  1981 - 1993

Skills
Portfolio Management, Loans, Commercial Lending, Financial Planning, Alternative Investments, Leadership, Investments, Finance, Financial Analysis, Wealth Management, Covered Calls

Education
University of St. Thomas - Opus College of Business   1975 — 1977
MBA, Finance and Economics

Cleveland State University   1968 — 1972
BBA, Management and Economics

Susan M. Crossan Susan M. Crossan Greater New York City Area Details
Susan M. Crossan's Wells Fargo Advisors, LLC Experience April 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   April 2014 - Present
Country Classics, LLC   2008 - 2009

Skills
Financial Analysis, Financial Services

Education
College of Saint Elizabeth   1986 — 1989
Bachelor's Degree, Marketing

Aaron Pierce, CFP® Aaron Pierce, CFP® Richmond, Virginia Area Details
Aaron Pierce, CFP®'s Wells Fargo Advisors, LLC Experience May 2013 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   May 2013 - Present
Network of Giving Inc.   January 2006 - May 2013
Edward Jones  2008 - April 2013
Open Tech Inc.   January 2004 - June 2008
Great Commission Ministries  July 2005 - December 2006

Skills
Investments, Retirement Planning, Insurance, Public Speaking, Life Insurance, Securities, Team Leadership, Saving for Education

Education
College for Financial Planning   2011 — 2012

Virginia Polytechnic Institute and State University - Pamplin College of Business   2003 — 2005
Bachelor of Science (BS), Marketing/Marketing Management, General

Rappahannock Community College   2001 — 2003
Associate's degree, Business Administration and Management, General

Cheryl LeGrand Cheryl LeGrand Greater Chicago Area Details
Cheryl LeGrand's Wells Fargo Advisors, LLC Experience April 2013 - September 2013
Job Program Analyst Engs Commercial Finance
Industry Financial Services
Experience
Engs Commercial Finance  December 2013 - Present
Wells Fargo Advisors, LLC   April 2013 - September 2013
GM Financial  April 2012 - April 2013
Kolnicki Peterson Wirth   January 2010 - April 2012
Daimler Truck Financial  October 1998 - September 2008

Education
College of DuPage   2000 — 2001
Business Management

Bryant Diaz Bryant Diaz Miami, Florida Details
Bryant Diaz's Wells Fargo Advisors, LLC Experience January 2013 - Present
Job ICG Branch Manager Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  December 2014 - Present
Wells Fargo Advisors, LLC   January 2013 - Present
UBS  May 2007 - January 2013
Merrill Lynch International - LATAM   August 2000 - May 2007

Skills
Series 7, Investments, Series 63, Portfolio Management, Fixed Income, Wealth Management, Equities, FINRA, Banking, Asset Management

Education
MBA, Colorado Technical University   2008 — 2010
MBA, Marketing and Finance

Colorado Technical University   2007 — 2008
Bachelor, Marketing and Finance

University of Miami   2004 — 2007
Bachelor, General Studies

Politecnico GranColombiano   1997 — 2000
Bachelor, Marketing

Gene Pucci Gene Pucci Scottsdale, Arizona Details
Gene Pucci's Wells Fargo Advisors, LLC Experience June 2014 - Present
Job Market Operations Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   June 2014 - Present
Wells Fargo Advisors, LLC   March 2008 - June 2014

Skills
Series 63, Series 7, Mutual Funds, Strategic Financial..., Securities, Banking, Retirement Planning, Portfolio Management, Investments, Management, Financial Services, Risk Management, Wealth Management

Education
Cleveland State University
Master of Business Administration (MBA)

KENNETH Heidenreich KENNETH Heidenreich Oklahoma City, Oklahoma Area Details
KENNETH Heidenreich's Wells Fargo Advisors, LLC Experience January 2014 - Present
Job First Vice President / Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2014 - Present
Wells Fargo Advisors, LLC   December 2008 - December 2013
Merrill Lynch  May 2004 - December 2008
MetLife  May 2001 - May 2004
Ameriprise Financial Services, Inc.   October 1984 - May 2001

Skills
Insurance, Retirement, Investments, Mutual Funds, Retirement Planning, Securities, Risk Management, Financial Analysis, Financial Services, Financial Risk, Relationship Management

Education
The American College   1994 — 1998
Chartered Financial Consultant (ChFC), Financial Planning and Services

College for Financial Planning   1987 — 1991
Certified Financial Planner (CFP), Financial Planning and Services

The University of South Dakota   1978 — 1982
Bachelor of Science (BS), Management

Randolph Dunlap Randolph Dunlap Columbia, South Carolina Area Details
Randolph Dunlap's Wells Fargo Advisors, LLC Experience June 2008 - October 2012
Job Vice President Investments
Industry Financial Services
Experience
Stephens Inc.  October 2012 - Present
Wells Fargo Advisors, LLC   June 2008 - October 2012
A.G. Edwards & Sons, Inc.   May 1991 - June 2008

Skills
Series 7, Investments, Alternative Investments, Retirement Planning, Asset Managment, Portfolio Management, Estate Planning, Wealth Management, Investment Advisory, Uniform Combined State..., Asset Allocation, Series 63, Mutual Funds, Series 65, Investment Strategies

Education
University of South Carolina-Columbia   1984 — 1986
MBA, Finance

College of Charleston   1980 — 1984
B.S., Business Administration

Daniel Oliphant Daniel Oliphant Greater New York City Area Details
Daniel Oliphant's Wells Fargo Advisors, LLC Experience April 2010 - April 2012
Job Director of Sales and Marketing at Piece By Piece Movers, LLC
Industry Financial Services
Experience
Piece By Piece Movers, LLC   April 2013 - Present
The New York Jets LLC   April 2012 - April 2013
Wells Fargo Advisors, LLC   April 2010 - April 2012

Skills
Customer Service, Microsoft Excel, Management, Leadership, Microsoft Office, Event Planning, Marketing

Education
Colby College   2002 — 2006
BA, Economics

Larry Tinnon Larry Tinnon Greater St. Louis Area Details
Larry Tinnon's Wells Fargo Advisors, LLC Experience June 2008 - September 2009
Job Web Projects Specialist
Industry Law Practice
Experience
Bryan Cave  March 2010 - Present
Wells Fargo Advisors, LLC   June 2008 - September 2009
A.G. Edwards & Sons, Inc.   April 2007 - June 2008

Skills
Social Media, Mac, Dreamweaver, Adobe Creative Suite, Web Design, HTML, Graphic Design, Photoshop, PowerPoint, InDesign, Advertising, Photography, Video Editing, Microsoft Office, Brochures, Editing, Art Direction, Wordpress, Newsletters, Outlook, Brand Development, Illustrator, Marketing Communications, Java, JavaScript, jQuery, HTML 5, Vector Illustration, Blogging, Graphics, Social Media Marketing, Flash, Press Releases, Website Development, Adobe Acrobat, OS X, CMS, Licensing

Education
Columbia College   2011 — 2013
Bachelor of Applied Science (BASc), Computer Programming

Lewis and Clark   2000 — 2002
Associates, Web Design

Philip Edwin Huffman Philip Edwin Huffman Gulfport, Mississippi Details
Philip Edwin Huffman's Wells Fargo Advisors, LLC Experience May 2009 - Present
Job Senior Vice President Investments 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.   April 1985 - January 2008

Skills
Investments, Asset Allocation, Retirement Planning, Long Term Care Insurance, Life Insurance, Disability Insurance

Education
College for Financial Planning   1992 — 1994
Certificate in Financial Planning, Investments, Insurance, Income Tax, Retirement Planning & Employee Benefits, Estate Planning

Barry Halpern Barry Halpern Murrells Inlet, South Carolina Details
Barry Halpern'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
Red LIne Powersports   September 2006 - July 2011

Skills
Customer Service, Listening Skills, Hard Worker

Education
Coastal Carolina University   2000 — 2002

Greg Leddy Greg Leddy Seattle, Washington Details
Greg Leddy's Wells Fargo Advisors, LLC Experience March 1999 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   March 1999 - Present
Piper Jaffray  January 1992 - January 1999

Skills
Help families and..., Manage 401k rollovers

Education
Colorado College
Economics

The London School of Economics and Political Science (LSE)

Peter Horowitz Peter Horowitz Chicago, Illinois Details
Peter Horowitz's Wells Fargo Advisors, LLC Experience February 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  February 2002 - Present
Bear Stearns  April 1994 - February 2002

Skills
Mutual Funds, Equities, Retirement Planning, Fixed Income

Education
Clark University   1984 — 1988
Bachelor of Arts (B.A.), Psychology

John Glenn

Patricia Chapple Patricia Chapple Greater New York City Area Details
Patricia Chapple's Wells Fargo Advisors, LLC Experience January 2015 - Present
Job WFA Supervision Manager
Industry Financial Services
Experience
Wells Fargo Advisors, LLC   January 2015 - Present
Wells Fargo Advisors, LLC   2006 - February 2015

Skills
Management, Budgets, Team Leadership, Operations Management, Team Building

Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), Economics

Friends Academy, Locust Valley, NY

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