Wells Fargo Advisors,LLC
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Customer service: 1 (866) 281-7436 Headquarters: St. Louis, MO Parent organization: Wells Fargo Number of employees: 15,000 Advisors Founded: September 4, 2001 Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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Wells Fargo Advisors,LLC Employees
Employee
Years
Job
Industry
Craig Bacharach Craig Bacharach's Wells Fargo Advisors,LLC Experience December 1985 - December 2008
Job Managing Director Investments @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC December 1985 - December 2008
Bank of America July 1982 - July 1985
Chase Manhattan Bank June 1980 - July 1982
Skills
Portfolio Management, Mutual Funds, Investments, Loans, Equities, Finance, Credit Analysis
Education
MIIS 1977 — 1979
MA, International Studies/Economics
University of California, Davis 1973 — 1977
BA, International Relations
Wells Fargo Advisors,LLC December 1985 - December 2008
Bank of America July 1982 - July 1985
Chase Manhattan Bank June 1980 - July 1982
Skills
Portfolio Management, Mutual Funds, Investments, Loans, Equities, Finance, Credit Analysis
Education
MIIS 1977 — 1979
MA, International Studies/Economics
University of California, Davis 1973 — 1977
BA, International Relations
John A. Battista, CFP, CRPC John A. Battista, CFP, CRPC's Wells Fargo Advisors,LLC Experience February 2012 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC February 2012 - Present
Newtown square historical society 2012 - 2015
Newtown square historical society 2012 - 2015
Merrill Lynch January 1979 - February 2012
WCAU CBS Phila 1975 - 1987
Skills
Retirement Planning, Asset Allocation, Retirement, Investment Strategies, Mutual Funds, Financial Advisory, 401k Rollovers, Saving for Education, Fixed Annuities, Bonds, Investments, IRAs, 401k, Securities, ETFs, Alternative Investments, Insurance, Estate Investment...
Education
College for Financial Planning 1980 — 1983
Certified Financial Planner (CFP) designation
La Salle University 1976 — 1979
Master of Business Administration (M.B.A.), Business/Managerial Economics
Saint Joseph's University 1970 — 1974
Bachelor's Science, Business/Managerial Economics
Marple Newtown High S chool
Wells Fargo Advisors,LLC February 2012 - Present
Newtown square historical society 2012 - 2015
Newtown square historical society 2012 - 2015
Merrill Lynch January 1979 - February 2012
WCAU CBS Phila 1975 - 1987
Skills
Retirement Planning, Asset Allocation, Retirement, Investment Strategies, Mutual Funds, Financial Advisory, 401k Rollovers, Saving for Education, Fixed Annuities, Bonds, Investments, IRAs, 401k, Securities, ETFs, Alternative Investments, Insurance, Estate Investment...
Education
College for Financial Planning 1980 — 1983
Certified Financial Planner (CFP) designation
La Salle University 1976 — 1979
Master of Business Administration (M.B.A.), Business/Managerial Economics
Saint Joseph's University 1970 — 1974
Bachelor's Science, Business/Managerial Economics
Marple Newtown High S chool
Charles McBrayer Charles McBrayer's Wells Fargo Advisors,LLC Experience March 1989 - Present
Job First Vice President Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC March 1989 - Present
Skills
Retirement Planning, Asset Allocation, Investments
Education
North Carolina State University 1968 — 1973
Bachelor of Science (BS), Economics
Wells Fargo Advisors,LLC March 1989 - Present
Skills
Retirement Planning, Asset Allocation, Investments
Education
North Carolina State University 1968 — 1973
Bachelor of Science (BS), Economics
Peter Mallett Peter Mallett's Wells Fargo Advisors,LLC Experience January 2000 - Present
Job Associate Vice President Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors,LLC January 2000 - Present
Education
Oklahoma State University 1982 — 1987
BS, Recreation Administration & Management
Wells Fargo Advisors,LLC January 2000 - Present
Education
Oklahoma State University 1982 — 1987
BS, Recreation Administration & Management
John Schrum John Schrum's Wells Fargo Advisors,LLC Experience October 2012 - April 2013
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Investment Banking
Experience
Garden Elegance April 2013 - Present
Wells Fargo Advisors,LLC October 2012 - April 2013
Boxwood Brothers LLC. 2010 - December 2012
Metrocities Mortgage 2009 - 2010
Metrocities Mortgage 2005 - 2010
Skills
Financial Reporting, Money Management, Healthcare Management, Strategic Planning, Business Strategy, New Business Development, Start-ups, Entrepreneurship, Business Development, Project Management, Team Building, Marketing Strategy, Negotiation, Research, Non-profits, Management, Microsoft Office, Microsoft Excel, Information Technology, Sustainability, Computer Proficiency, Investments, Sales
Education
Medical University of South Carolina 2003 — 2005
Master's degree, Health/Health Care Administration/Management
College of Charleston 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Garden Elegance April 2013 - Present
Wells Fargo Advisors,LLC October 2012 - April 2013
Boxwood Brothers LLC. 2010 - December 2012
Metrocities Mortgage 2009 - 2010
Metrocities Mortgage 2005 - 2010
Skills
Financial Reporting, Money Management, Healthcare Management, Strategic Planning, Business Strategy, New Business Development, Start-ups, Entrepreneurship, Business Development, Project Management, Team Building, Marketing Strategy, Negotiation, Research, Non-profits, Management, Microsoft Office, Microsoft Excel, Information Technology, Sustainability, Computer Proficiency, Investments, Sales
Education
Medical University of South Carolina 2003 — 2005
Master's degree, Health/Health Care Administration/Management
College of Charleston 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Eddie Waren Eddie Waren's Wells Fargo Advisors,LLC Experience November 1988 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC November 1988 - Present
Skills
Sales, Marketing, Management, New Business Development, Process Improvement, Customer Service, Business Development, Microsoft Excel, Strategic Planning, Leadership, Project Management, Event Planning, Public Speaking, Microsoft Office, Budgets
Education
UNC Chapel Hill 1969 — 1973
Bachelor of Arts (B.A.), History
Wells Fargo Advisors,LLC November 1988 - Present
Skills
Sales, Marketing, Management, New Business Development, Process Improvement, Customer Service, Business Development, Microsoft Excel, Strategic Planning, Leadership, Project Management, Event Planning, Public Speaking, Microsoft Office, Budgets
Education
UNC Chapel Hill 1969 — 1973
Bachelor of Arts (B.A.), History
Ken Allman Ken Allman's Wells Fargo Advisors,LLC Experience October 1983 - November 2014
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James November 2014 - Present
Wells Fargo Advisors,LLC October 1983 - November 2014
Skills
Investments, Series 7, Wealth Management, Retirement Planning, Strategic Planning, Finance, Multi-generational..., 401(k) Rollovers, Investment Planning, Financial Advisory
Education
Shippensburg University of Pennsylvania 1972 — 1977
BS, Business Administration
Raymond James November 2014 - Present
Wells Fargo Advisors,LLC October 1983 - November 2014
Skills
Investments, Series 7, Wealth Management, Retirement Planning, Strategic Planning, Finance, Multi-generational..., 401(k) Rollovers, Investment Planning, Financial Advisory
Education
Shippensburg University of Pennsylvania 1972 — 1977
BS, Business Administration
Daniel R. Griffey Daniel R. Griffey's Wells Fargo Advisors,LLC Experience January 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC January 2014 - Present
JanPak March 2006 - June 2006
Kelsan September 1996 - March 2006
Skills
Time Management, Management, Leadership, Credit, Business Planning, Operations Management, Employee Benefits, Finance, Training, Process Improvement, Microsoft Excel, Strategy, Budgets, Financial Analysis
Education
Murray State University 1983 — 1985
Bachelor's degree, Business Administration and Management, General
University of Mississippi 1982 — 1983
Wells Fargo Advisors,LLC January 2014 - Present
JanPak March 2006 - June 2006
Kelsan September 1996 - March 2006
Skills
Time Management, Management, Leadership, Credit, Business Planning, Operations Management, Employee Benefits, Finance, Training, Process Improvement, Microsoft Excel, Strategy, Budgets, Financial Analysis
Education
Murray State University 1983 — 1985
Bachelor's degree, Business Administration and Management, General
University of Mississippi 1982 — 1983
Stephen Loftus Stephen Loftus's Wells Fargo Advisors,LLC Experience December 2005 - Present
Job VicePresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC December 2005 - Present
Piper Jaffray July 2000 - December 2005
Education
University of Kansas 1968 — 1972
Bachelor of Arts (B.A.)
Wells Fargo Advisors,LLC December 2005 - Present
Piper Jaffray July 2000 - December 2005
Education
University of Kansas 1968 — 1972
Bachelor of Arts (B.A.)
Gary J Winn Gary J Winn's Wells Fargo Advisors,LLC Experience November 2011 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC November 2011 - Present
Morgan Stanley Smith Barney February 1994 - October 2011
JI Case Case Power and Equipment May 1974 - September 1991
Skills
Risk Management, Investments, Retirement Planning, Finance, Retirement, Management, Mutual Funds, Securities, Team Building, Developing Financial...
Education
University of Northern Colorado 1967 — 1969
Bachelors, Education, Graduated
Wells Fargo Advisors,LLC November 2011 - Present
Morgan Stanley Smith Barney February 1994 - October 2011
JI Case Case Power and Equipment May 1974 - September 1991
Skills
Risk Management, Investments, Retirement Planning, Finance, Retirement, Management, Mutual Funds, Securities, Team Building, Developing Financial...
Education
University of Northern Colorado 1967 — 1969
Bachelors, Education, Graduated
Bill Tafel Jr.'s Wells Fargo Advisors,LLC Experience December 1999 - Present
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC December 1999 - Present
J. C. Bradford Co. 1990 - March 1999
Stifel Nicholas LLC 1986 - 1990
Skills
Retirement Planning, Investments, Finance, Retirement, Investment Strategies, Mutual Funds, 401k, Financial Advisory, Asset Allocation, Securities, Strategic Planning, Investment Planning, Estate Strategies, 401(k) Rollovers, Estate Investment..., Team Building, Marketing, Financial Analysis, Public Speaking
Education
University of Kentucky 1976 — 1980
BA, Business Administration
Ballard High School 1972 — 1976
Wells Fargo Advisors,LLC December 1999 - Present
J. C. Bradford Co. 1990 - March 1999
Stifel Nicholas LLC 1986 - 1990
Skills
Retirement Planning, Investments, Finance, Retirement, Investment Strategies, Mutual Funds, 401k, Financial Advisory, Asset Allocation, Securities, Strategic Planning, Investment Planning, Estate Strategies, 401(k) Rollovers, Estate Investment..., Team Building, Marketing, Financial Analysis, Public Speaking
Education
University of Kentucky 1976 — 1980
BA, Business Administration
Ballard High School 1972 — 1976
Anabella Gomez's Wells Fargo Advisors,LLC Experience November 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC November 2013 - Present
Banco Supervielle November 2011 - April 2013
Standard Investments S.A.S.G.FCI June 2008 - September 2010
Standard Investments December 2006 - June 2008
BankBoston June 2004 - December 2006
BankBoston March 2000 - June 2004
ShowGroup International April 1999 - December 1999
Education
Homesglen Institute of TAFE
Certificate in Business Office Administration
Universidad Argentina de la Empresa
Bachelor's degree in Finance
Wells Fargo Advisors,LLC November 2013 - Present
Banco Supervielle November 2011 - April 2013
Standard Investments S.A.S.G.FCI June 2008 - September 2010
Standard Investments December 2006 - June 2008
BankBoston June 2004 - December 2006
BankBoston March 2000 - June 2004
ShowGroup International April 1999 - December 1999
Education
Homesglen Institute of TAFE
Certificate in Business Office Administration
Universidad Argentina de la Empresa
Bachelor's degree in Finance
Janice Flanagan's Wells Fargo Advisors,LLC Experience April 2009 - Present
Job Vice President Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC April 2009 - Present
Merrill Lynch July 1996 - April 2009
Gradison Inc. August 1984 - July 1996
Skills
Investments, Financial Services, 401(k) Rollovers, Investment Strategies, Customer Service, Leadership, Asset Allocation, Estate Investment..., Fixed-income Strategies, Insurance, Investment Planning, Retirement Planning, Risk Management, Tax-efficient Strategies
Education
University of Maryland College Park 1971 — 1975
Master of Arts (M.A.), Communications
University of Maryland College Park 1964 — 1966
Bachelor of Arts (BA), Communications
Universitiy of Iowa, Iowa City, Iowa 1962 — 1964
Communications
Wells Fargo Advisors,LLC April 2009 - Present
Merrill Lynch July 1996 - April 2009
Gradison Inc. August 1984 - July 1996
Skills
Investments, Financial Services, 401(k) Rollovers, Investment Strategies, Customer Service, Leadership, Asset Allocation, Estate Investment..., Fixed-income Strategies, Insurance, Investment Planning, Retirement Planning, Risk Management, Tax-efficient Strategies
Education
University of Maryland College Park 1971 — 1975
Master of Arts (M.A.), Communications
University of Maryland College Park 1964 — 1966
Bachelor of Arts (BA), Communications
Universitiy of Iowa, Iowa City, Iowa 1962 — 1964
Communications
Hugh Meyer Hugh Meyer's Wells Fargo Advisors,LLC Experience March 2005 - Present
Job MBA, Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC March 2005 - Present
Park Place Home Mortgage October 2003 - March 2005
Lehman Brothers September 2000 - October 2003
Skills
Investments, Fixed Income, Asset Management, Mergers & Acquisitions, Finance, Management, Financial Planning, Real Estate Economics, Private Equity, Real Estate, Equities, Hedge Funds, Capital Markets, Financial Reporting, Mutual Funds, Banking, Financial Services, Accounting, Financial Advisory
Education
Loyola Marymount University 2006 — 2009
Master of Business Administration (MBA)
Union College 1995 — 1999
BA, History
Wells Fargo Advisors,LLC March 2005 - Present
Park Place Home Mortgage October 2003 - March 2005
Lehman Brothers September 2000 - October 2003
Skills
Investments, Fixed Income, Asset Management, Mergers & Acquisitions, Finance, Management, Financial Planning, Real Estate Economics, Private Equity, Real Estate, Equities, Hedge Funds, Capital Markets, Financial Reporting, Mutual Funds, Banking, Financial Services, Accounting, Financial Advisory
Education
Loyola Marymount University 2006 — 2009
Master of Business Administration (MBA)
Union College 1995 — 1999
BA, History
Chaiti Chatterjee's Wells Fargo Advisors,LLC Experience October 2013 - Present
Job Financial Advisor at Wells Fargo Advisor, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC October 2013 - Present
Wells Fargo April 2003 - October 2013
Skills
Investments, Financial Services, Financial Advisory, Retirement Planning, Financial Analysis, Asset Allocation, Securities, Capital Markets, Risk Management, Insurance, Mutual Funds, Cash Management, Investment Strategies
Education
Stanford University 2011 — 2012
Financial Planning and Services
University of Calcutta
MA
Wells Fargo Advisors,LLC October 2013 - Present
Wells Fargo April 2003 - October 2013
Skills
Investments, Financial Services, Financial Advisory, Retirement Planning, Financial Analysis, Asset Allocation, Securities, Capital Markets, Risk Management, Insurance, Mutual Funds, Cash Management, Investment Strategies
Education
Stanford University 2011 — 2012
Financial Planning and Services
University of Calcutta
MA
Deborah Vecchio Deborah Vecchio's Wells Fargo Advisors,LLC Experience April 2008 - Present
Job Vice President Investment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC April 2008 - Present
JPMorgan Chase April 1991 - April 2008
Skills
Retirement Planning, Financial Advisory, Retirement, Investments, Wealth Management, Mutual Funds, Asset Allocation, Risk Management, Securities, Alternative Investments
Education
Rochester Institute of Technology
BS, Finance
Wells Fargo Advisors,LLC April 2008 - Present
JPMorgan Chase April 1991 - April 2008
Skills
Retirement Planning, Financial Advisory, Retirement, Investments, Wealth Management, Mutual Funds, Asset Allocation, Risk Management, Securities, Alternative Investments
Education
Rochester Institute of Technology
BS, Finance
Christopher A. Gray Christopher A. Gray's Wells Fargo Advisors,LLC Experience May 2008 - May 2014
Job President/CEO at Physicians Wealth Management
Industry Financial Services
Experience
Physicians Wealth Management May 2014 - Present
Wells Fargo Advisors,LLC May 2008 - May 2014
RCD Investors, Inc. 2003 - 2008
RCD Financial, Inc. 1999 - 2003
Financial Management & Research, Inc. 1998 - 1999
A. G. Edwards & Son's 1994 - 1998
Skills
Risk Management, Retirement Planning, Portfolio Management, Investments, Management, Strategic Planning, Project Planning, Retirement, Customer Service, Finance, Financial Services, Employee Relations, Financial Advisory, Wealth Management, 401k, Healthcare, Public Speaking
Education
University of South Florida 1991 — 1994
ba, criminology
Vincennes University 2014 — 2014
Lean Six Sigma Greenbelt
Physicians Wealth Management May 2014 - Present
Wells Fargo Advisors,LLC May 2008 - May 2014
RCD Investors, Inc. 2003 - 2008
RCD Financial, Inc. 1999 - 2003
Financial Management & Research, Inc. 1998 - 1999
A. G. Edwards & Son's 1994 - 1998
Skills
Risk Management, Retirement Planning, Portfolio Management, Investments, Management, Strategic Planning, Project Planning, Retirement, Customer Service, Finance, Financial Services, Employee Relations, Financial Advisory, Wealth Management, 401k, Healthcare, Public Speaking
Education
University of South Florida 1991 — 1994
ba, criminology
Vincennes University 2014 — 2014
Lean Six Sigma Greenbelt
Nick Backe Nick Backe's Wells Fargo Advisors,LLC Experience May 2000 - July 2013
Job Senior Advisor at Backe Page Group
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network July 2013 - Present
Wells Fargo Advisors,LLC May 2000 - July 2013
Skills
Retirement, Investments, 401k, Pensions, Finance, Employee Benefits, Financial Advisory, High Net Worth..., Management, Defined Benefit, Defined Contribution, Mutual Funds, Profit Sharing, Asset Allocation, Investment Strategies, Financial Services, Insurance, Securities, Account Management, Asset Management, Risk Management, Customer Service, Financial Analysis, Alternative Investments, Fixed Annuities, Equities
Education
Eastern Illinois University 1986 — 1989
Crystal Lake South High School 1980 — 1984
Wells Fargo Advisors Financial Network July 2013 - Present
Wells Fargo Advisors,LLC May 2000 - July 2013
Skills
Retirement, Investments, 401k, Pensions, Finance, Employee Benefits, Financial Advisory, High Net Worth..., Management, Defined Benefit, Defined Contribution, Mutual Funds, Profit Sharing, Asset Allocation, Investment Strategies, Financial Services, Insurance, Securities, Account Management, Asset Management, Risk Management, Customer Service, Financial Analysis, Alternative Investments, Fixed Annuities, Equities
Education
Eastern Illinois University 1986 — 1989
Crystal Lake South High School 1980 — 1984
Steve Albritton Steve Albritton's Wells Fargo Advisors,LLC Experience April 2014 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC April 2014 - Present
Wells Fargo Advisors,LLC October 2000 - April 2014
Skills
Retirement Planning, 401(k) Rollovers, Insurance, Investments
Education
University of South Florida 1982 — 1987
M.B.A., Finance & Economics
University of Florida 1978 — 1980
B.S., Business Administration
Palmetto High School
Wells Fargo Advisors,LLC April 2014 - Present
Wells Fargo Advisors,LLC October 2000 - April 2014
Skills
Retirement Planning, 401(k) Rollovers, Insurance, Investments
Education
University of South Florida 1982 — 1987
M.B.A., Finance & Economics
University of Florida 1978 — 1980
B.S., Business Administration
Palmetto High School
Christopher Eble, CFP®'s Wells Fargo Advisors,LLC Experience 2010 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC 2010 - Present
Chase 2006 - 2010
Merrill Lynch 2005 - 2006
Skills
Retirement Planning, NJ PA Life, NJ PA Health, NJ PA Variable Annuity, Mutual Funds, Investments, Retirement, Asset Allocation, Securities, Investment Strategies, Fixed Annuities, Financial Accounting, Strategic Investment..., Finance, Financial Services, Banking, Bonds, Insurance, Estate Planning
Education
Fairleigh Dickinson University-Florham Campus 2012 — 2013
Financial Planning Certificate Program CFP, Financial Planning and Services
The College of New Jersey
Bachelor's Degree, Accounting, Bachelor of Science degree in Accounting
Wells Fargo Advisors,LLC 2010 - Present
Chase 2006 - 2010
Merrill Lynch 2005 - 2006
Skills
Retirement Planning, NJ PA Life, NJ PA Health, NJ PA Variable Annuity, Mutual Funds, Investments, Retirement, Asset Allocation, Securities, Investment Strategies, Fixed Annuities, Financial Accounting, Strategic Investment..., Finance, Financial Services, Banking, Bonds, Insurance, Estate Planning
Education
Fairleigh Dickinson University-Florham Campus 2012 — 2013
Financial Planning Certificate Program CFP, Financial Planning and Services
The College of New Jersey
Bachelor's Degree, Accounting, Bachelor of Science degree in Accounting
John I. Hiz John I. Hiz's Wells Fargo Advisors,LLC Experience January 2008 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC January 2008 - Present
A.G.Edwards & Sons, Inc. May 1995 - January 2008
Lehman Brothers Inc. / Smith Barney Inc May 1988 - May 1995
Skills
Tax-Efficient Startegies, Retirement Planning, Life Insurance, Asset Allocation, Wealth Preservation..., Risk Management, Mulitgenerational..., Investment Strategies, Financial Advisory, 401k Rollovers
Education
Ithaca College 1980 — 1984
Bachelor of Arts (B.A.), History
Earl L. Vandermulen H.S. 1977 — 1980
Wells Fargo Advisors,LLC January 2008 - Present
A.G.Edwards & Sons, Inc. May 1995 - January 2008
Lehman Brothers Inc. / Smith Barney Inc May 1988 - May 1995
Skills
Tax-Efficient Startegies, Retirement Planning, Life Insurance, Asset Allocation, Wealth Preservation..., Risk Management, Mulitgenerational..., Investment Strategies, Financial Advisory, 401k Rollovers
Education
Ithaca College 1980 — 1984
Bachelor of Arts (B.A.), History
Earl L. Vandermulen H.S. 1977 — 1980
Neil Tagaras Neil Tagaras's Wells Fargo Advisors,LLC Experience January 2009 - August 2014
Job Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2014 - Present
Wells Fargo Advisors,LLC January 2009 - August 2014
Wells Fargo Advisors January 2009 - August 2014
Skills
Retirement Planning, 401k, 401k Rollovers, Wealth Management, Asset Management, Mutual Funds, College Savings Plans
Education
University of Connecticut 1972 — 1976
Bachelor's degree, Finance, General
Raymond James Financial, Inc. August 2014 - Present
Wells Fargo Advisors,LLC January 2009 - August 2014
Wells Fargo Advisors January 2009 - August 2014
Skills
Retirement Planning, 401k, 401k Rollovers, Wealth Management, Asset Management, Mutual Funds, College Savings Plans
Education
University of Connecticut 1972 — 1976
Bachelor's degree, Finance, General
Nathan Alvarado Nathan Alvarado's Wells Fargo Advisors,LLC Experience December 2008 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC December 2008 - Present
Wachovia Securities May 2007 - December 2008
A.G. Edwards & Sons, Inc. May 1989 - May 2007
E.F. Hutton October 1984 - May 1989
Skills
Investments, Retirement Planning, Asset Allocation
Education
University of California, Santa Barbara 1980 — 1982
Bachelor of Arts (BA), Business/Managerial Economics
Wells Fargo Advisors,LLC December 2008 - Present
Wachovia Securities May 2007 - December 2008
A.G. Edwards & Sons, Inc. May 1989 - May 2007
E.F. Hutton October 1984 - May 1989
Skills
Investments, Retirement Planning, Asset Allocation
Education
University of California, Santa Barbara 1980 — 1982
Bachelor of Arts (BA), Business/Managerial Economics
Frederick J Gillis III Frederick J Gillis III's Wells Fargo Advisors,LLC Experience September 2008 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC September 2008 - Present
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Social Media, Leadership, Equities, Public Speaking, Asset Allocation, Series 63, Microsoft Office, Finance, IRAs, Marketing, Uniform Combined State..., Strategic Planning, Customer Service, Financial Services
Education
Harvard University
Master's degree
Westfield State College 1986 — 1991
Bachelor of Business Administration (B.B.A.)
Boston Latin School 1979 — 1986
Wells Fargo Advisors,LLC September 2008 - Present
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Social Media, Leadership, Equities, Public Speaking, Asset Allocation, Series 63, Microsoft Office, Finance, IRAs, Marketing, Uniform Combined State..., Strategic Planning, Customer Service, Financial Services
Education
Harvard University
Master's degree
Westfield State College 1986 — 1991
Bachelor of Business Administration (B.B.A.)
Boston Latin School 1979 — 1986
Richard Trotta Jr. Richard Trotta Jr.'s Wells Fargo Advisors,LLC Experience November 2010 - October 2012
Job Sales Consultant
Industry Financial Services
Experience
Affiliated Financial Planners December 2014 - Present
Dun and Bradstreet February 2014 - Present
Keystone Capitol Corp. December 2012 - December 2014
Wells Fargo Advisors,LLC November 2010 - October 2012
Wachovia Securities, LLC March 2007 - December 2008
Yellow book USA January 2003 - March 2007
Skills
Retirement Planning, Investments, Series 7, Loans, Financial Advisory, Portfolio Management, Sales Management, Business Development, Account Management, Direct Sales, Strategic Planning, New Business Development, ETFs, Strategic Financial..., IRAs, Finance, Retirement, 401k, Wealth, Strategy, Investment Advisory, Fixed Annuities, Wealth Management, Relationship Management, Insurance
Education
California University of Pennsylvania 1985 — 1989
BS
Wyoming Area High School
Affiliated Financial Planners December 2014 - Present
Dun and Bradstreet February 2014 - Present
Keystone Capitol Corp. December 2012 - December 2014
Wells Fargo Advisors,LLC November 2010 - October 2012
Wachovia Securities, LLC March 2007 - December 2008
Yellow book USA January 2003 - March 2007
Skills
Retirement Planning, Investments, Series 7, Loans, Financial Advisory, Portfolio Management, Sales Management, Business Development, Account Management, Direct Sales, Strategic Planning, New Business Development, ETFs, Strategic Financial..., IRAs, Finance, Retirement, 401k, Wealth, Strategy, Investment Advisory, Fixed Annuities, Wealth Management, Relationship Management, Insurance
Education
California University of Pennsylvania 1985 — 1989
BS
Wyoming Area High School
Dawn Nicoletto Dawn Nicoletto's Wells Fargo Advisors,LLC Experience September 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC September 2012 - Present
Mutual of Omaha 1995 - 1997
Mutual of Omaha 1995 - 1997
Mutual of Omaha 1995 - 1997
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Asset Allocation, Portfolio Management, Securities
Education
SUNY Oswego 1990 — 1994
Business Administration and Management, General
Half Hollow Hills
Wells Fargo Advisors,LLC September 2012 - Present
Mutual of Omaha 1995 - 1997
Mutual of Omaha 1995 - 1997
Mutual of Omaha 1995 - 1997
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Asset Allocation, Portfolio Management, Securities
Education
SUNY Oswego 1990 — 1994
Business Administration and Management, General
Half Hollow Hills
Greg Shumaker Greg Shumaker's Wells Fargo Advisors,LLC Experience November 2013 - June 2014
Job Branch Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Wells Fargo Advisors, LLC June 2014 - November 2014
Wells Fargo Advisors,LLC November 2013 - June 2014
Wells Fargo Advisors, LLC March 2011 - October 2013
Wells Fargo Advisors, LLC February 2009 - March 2011
Stewart Title Guaranty October 2005 - June 2008
Skills
Securities, Leadership, Program Management, Vendor Management, Investments, Business Analysis, Management, Microsoft Office, Training, Team Building, Project Management, Budgets, Cross-functional Team..., Business Strategy, Visio
Education
The Ohio State University 1976 — 1999
BA, Economics
Wells Fargo Advisors, LLC November 2014 - Present
Wells Fargo Advisors, LLC June 2014 - November 2014
Wells Fargo Advisors,LLC November 2013 - June 2014
Wells Fargo Advisors, LLC March 2011 - October 2013
Wells Fargo Advisors, LLC February 2009 - March 2011
Stewart Title Guaranty October 2005 - June 2008
Skills
Securities, Leadership, Program Management, Vendor Management, Investments, Business Analysis, Management, Microsoft Office, Training, Team Building, Project Management, Budgets, Cross-functional Team..., Business Strategy, Visio
Education
The Ohio State University 1976 — 1999
BA, Economics
Stephen Muzekari Stephen Muzekari's Wells Fargo Advisors,LLC Experience September 1992 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC September 1992 - Present
Skills
Retirement Planning, Investments, Financial Services, Investment Strategies, Customer Service, Investment Planning, Finance
Education
Temple University 1983 — 1987
BBA, Risk Management
New Hope Solebury
Wells Fargo Advisors,LLC September 1992 - Present
Skills
Retirement Planning, Investments, Financial Services, Investment Strategies, Customer Service, Investment Planning, Finance
Education
Temple University 1983 — 1987
BBA, Risk Management
New Hope Solebury
William B. Gladney William B. Gladney's Wells Fargo Advisors,LLC Experience June 1981 - Present
Job Senior Vice PresidentInvestments at The Bickel McAtee Gladney & Talbott Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
The Bickel McAtee Gladney & Talbott Wealth Management Group of Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors,LLC June 1981 - Present
Central Presbyterian Church 1998 - 2015
Wesminister Chrisitan Academy 1996 - 2006
Education
John Cook School of Business at Saint Louis University 1978 — 1980
Masters of Business Administration
Texas Christian University - M.J. Neeley School of Business 1974 — 1978
Bachelor of Business Administration, Accounting
The Bickel McAtee Gladney & Talbott Wealth Management Group of Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors,LLC June 1981 - Present
Central Presbyterian Church 1998 - 2015
Wesminister Chrisitan Academy 1996 - 2006
Education
John Cook School of Business at Saint Louis University 1978 — 1980
Masters of Business Administration
Texas Christian University - M.J. Neeley School of Business 1974 — 1978
Bachelor of Business Administration, Accounting
Marvin Bautista's Wells Fargo Advisors,LLC Experience December 2004 - Present
Job Assistant Vice President
Industry Financial Services
Experience
Wells Fargo Advisors,LLC December 2004 - Present
Education
City University of New York-Brooklyn College 1994 — 1998
Wells Fargo Advisors,LLC December 2004 - Present
Education
City University of New York-Brooklyn College 1994 — 1998
Brian Sabo, CFP®'s Wells Fargo Advisors,LLC Experience February 1998 - April 2014
Job Executive Director, Partner at HighTower
Industry Financial Services
Experience
HighTower April 2014 - Present
Wells Fargo Advisors,LLC February 1998 - April 2014
Skills
Insurance, Wealth Management, Retirement, Asset Allocation, Series 7, Securities, Investments, Mutual Funds, Retirement Planning, Finance, Financial Analysis, Series 6, Banking, Portfolio Management, 401k, Management, Wealth, Selling, Financial Markets, Small Business Lending, Asset Management, Pensions, Strategic Financial..., Series 63, Commercial Banking, Financial Planning, Loans, Alternative Investments, Estate Planning, Commercial Lending, Investment Advisory, Credit, Small Business, Sales, Mortgage Lending
Education
Towson University 1990 — 1995
Bachelor's Degree, English
HighTower April 2014 - Present
Wells Fargo Advisors,LLC February 1998 - April 2014
Skills
Insurance, Wealth Management, Retirement, Asset Allocation, Series 7, Securities, Investments, Mutual Funds, Retirement Planning, Finance, Financial Analysis, Series 6, Banking, Portfolio Management, 401k, Management, Wealth, Selling, Financial Markets, Small Business Lending, Asset Management, Pensions, Strategic Financial..., Series 63, Commercial Banking, Financial Planning, Loans, Alternative Investments, Estate Planning, Commercial Lending, Investment Advisory, Credit, Small Business, Sales, Mortgage Lending
Education
Towson University 1990 — 1995
Bachelor's Degree, English
Jacob Rios's Wells Fargo Advisors,LLC Experience July 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC July 2012 - Present
Wells Fargo June 2007 - June 2012
Wells Fargo August 2002 - May 2007
Education
Texas A&M University 1996 — 2001
Bachelor of Science (BS), Economics
Wells Fargo Advisors,LLC July 2012 - Present
Wells Fargo June 2007 - June 2012
Wells Fargo August 2002 - May 2007
Education
Texas A&M University 1996 — 2001
Bachelor of Science (BS), Economics
Jonathan Sharaf, MBA's Wells Fargo Advisors,LLC Experience May 2009 - Present
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC May 2009 - Present
Wachovia Securities 1999 - April 2009
First Union Securities 1997 - 1999
Wheat First Butcher Singer 1993 - 1997
Skills
Financial Analysis, Finance
Education
La Salle University - School of Business Administration 1996 — 1998
MBA, Finance
Antioch College 1980 — 1984
BA, Business Administration
Henry M Gunn 1977 — 1978
Princeton High School 1974 — 1977
Wells Fargo Advisors,LLC May 2009 - Present
Wachovia Securities 1999 - April 2009
First Union Securities 1997 - 1999
Wheat First Butcher Singer 1993 - 1997
Skills
Financial Analysis, Finance
Education
La Salle University - School of Business Administration 1996 — 1998
MBA, Finance
Antioch College 1980 — 1984
BA, Business Administration
Henry M Gunn 1977 — 1978
Princeton High School 1974 — 1977
Jessica (Vaughn) Rando, MBA's Wells Fargo Advisors,LLC Experience April 2015 - Present
Job Operations Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC April 2015 - Present
Wunderlich Securities September 2009 - April 2015
Raymond James Financial Inc. March 2009 - September 2009
UBS Financial Services August 2004 - December 2008
Education
Union University 2008 — 2011
Masters, Business Administration
The University of Memphis 2001 — 2006
Bachelors of Arts, Communications
Wells Fargo Advisors,LLC April 2015 - Present
Wunderlich Securities September 2009 - April 2015
Raymond James Financial Inc. March 2009 - September 2009
UBS Financial Services August 2004 - December 2008
Education
Union University 2008 — 2011
Masters, Business Administration
The University of Memphis 2001 — 2006
Bachelors of Arts, Communications
Michael F. Connelly's Wells Fargo Advisors,LLC Experience April 2001 - Present
Job Managing Director Investment Officer at Connelly Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors,LLC April 2001 - Present
Education
Saint Joseph's University 1980 — 1984
B.A., Marketing / Finance
Wells Fargo Advisors,LLC April 2001 - Present
Education
Saint Joseph's University 1980 — 1984
B.A., Marketing / Finance
Albert Sampson's Wells Fargo Advisors,LLC Experience 2011 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC 2011 - Present
Morgan Stanley Wealth Management July 1994 - November 2011
Paine Webber Inc. September 1990 - June 1994
Skills
Wealth Management, Mutual Funds, Investments, Investment Advisory, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors,LLC 2011 - Present
Morgan Stanley Wealth Management July 1994 - November 2011
Paine Webber Inc. September 1990 - June 1994
Skills
Wealth Management, Mutual Funds, Investments, Investment Advisory, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Randall Lovette's Wells Fargo Advisors,LLC Experience October 1982 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC October 1982 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Finance, Retirement, Customer Service, Strategic Investment..., Estate Planning Strategy, Investment Planning
Education
North Carolina State University
Series 7, Series 63, Series 65, Registered Investment Advisor (RIA), Wealth Management
Wells Fargo Advisors,LLC October 1982 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Finance, Retirement, Customer Service, Strategic Investment..., Estate Planning Strategy, Investment Planning
Education
North Carolina State University
Series 7, Series 63, Series 65, Registered Investment Advisor (RIA), Wealth Management
Kenneth King II's Wells Fargo Advisors,LLC Experience November 1982 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC November 1982 - Present
Education
Indiana University Bloomington 1970 — 1972
Bachelor of Arts (B.A.)
Wells Fargo Advisors,LLC November 1982 - Present
Education
Indiana University Bloomington 1970 — 1972
Bachelor of Arts (B.A.)
Starwood Hotels & Resorts Worldwide, Inc.
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Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing