We’re proud to welcome the following financial advisors who recently made the move to Wells Fargo Advisors
Our Multi-Channel Business Models: Private Client Group (PCG) | Wealth Brokerage Services (WBS) | Wells Fargo Advisors Financial Network (WFAFN)
- Scott Trimbach joined us from Empower Advisory Group, LLC on November 6, 2023
- Ryan Martin joined us from U.S. Bancorp Investments, Inc on November 3, 2023
- Helen Lee joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on October 25, 2023
- Sameer Sait joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on October 24, 2023
- Malcolm Briggs joined us from Edward Jones on October 17, 2023
- Jeff Carel joined us from J.P. Morgan Securities LLC on October 12, 2023
- Dudley Labauve joined us from UBS Financial Securities LLC on October 11, 2023
- James Phelps joined us from J.P. Morgan Securities LLC on October 4, 2023
- Joshua Paigen joined us from J.P. Morgan Securities LLC on October 3, 2023
- Ivan Martinez Olmos joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on September 28, 2023
- Johnathan Strong joined us from Edward Jones on September 27, 2023
- Gregory Cooper joined us from Raymond James Financial Services, Inc on September 22, 2023
- Theodore Nahas joined us from Bergankdv Wealth Management, LLC on September 20, 2023
- Michael Azzaro joined us from U.S. Bancorp Investments, Inc on September 8, 2023
- Matthew Howley joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on September 1, 2023
- Thomas Pittala joined us from UMB Financial Services, Inc. on August 29, 2023
- Jeanette Harriman joined us from UMB Financial Services, Inc. on August 29, 2023
- Joshua Roark joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on August 21, 2023
- Joe Scott joined us from Ameriprise Financial Services, LLC on August 15, 2023
- Richard Ibarra joined us from Ameriprise Financial Services LLC on August 15, 2023
- Kraig Rowekamp joined us from Raymond James Financial Services Advisors, Inc on August 4, 2023
- Layton White joined us from Raymond James Financial Services Advisors, Inc on August 4, 2023
- Timothy Asche joined us from Raymond James Financial Services Advisors, Inc on August 4, 2023
- Ann West joined us from Raymond James Financial Services Advisors, Inc on August 4, 2023
- Keith Fountain joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on August 3, 2023
- Karen Fountain joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on August 3, 2023
- Lisa Stout joined us from J.P. Morgan Securities LLC on August 1, 2023
- Dylan Heng joined us from LPL Financial LLC on July 26, 2023
- James Cole joined us from Infinex Investments, Inc on July 25, 2023
- Douglas Garrow joined us from Ameriprise Financial Services, LLC on July 19, 2023
- Christopher Smith joined us from J.P. Morgan Securities LLC on July 17, 2023
- Levi Reigler joined us from Fifth Third Securities LLC on July 7, 2023
- Aaron Winning joined us from Goldman Sachs Personal Financial Management on June 28, 2023
- Morey Perlmutter joined us from UBS Financial Services Inc on June 8, 2023
- Brant Wiehardt joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on June 6, 2023
- Julie Helmers joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated on June 1, 2023
- Andrew Mears joined us from Cetera Investment Advisers LLC on May 25, 2023
- William Hicks joined us from J.P. Morgan Securities LLC on May 18, 2023
- Matthew Colesworthy joined us from National Securities Corporation on April 19, 2023
- Derek Johnston joined us from Morgan Stanley on April 6, 2023
- Jeff Shrives joined us from Key Investment Services, LLC on April 5, 2023
- James Hilliard joined us from Ameriprise Financial Services, LLC on March 31, 2023
- Justin Mackay joined us from Edward Jones on March 31, 2023
- Robert Hartland joined us from Cambridge Investment Research, Inc on March 27, 2023
- Justin Ostrander joined us from Cambridge Investment Research, Inc on March 27, 2023
- Paul Ehrhart joined us from Cambridge Investment Research Advisors, Inc. on March 27, 2023
- Matthew Thiessen joined us from Cambridge Investment Research Advisors, Inc. on March 27, 2023
- Timothy Hartland joined us from LPL Financial LLC on March 27, 2023
- Robyn Honeycutt joined us from Frost Brokerage Services, Inc on March 27, 2023
- Robert Leach joined us from Morgan Stanley on March 24, 2023
- Jason Zoch joined us from Morgan Stanley on March 17, 2023
- Michael Karasick joined us from Morgan Stanley on March 16, 2023
- Michael Carpenter joined us from UBS Financial Services Inc on March 9, 2023
- David Solheim joined us from LPL Financial LLC on February 27, 2023
- Adolph Weil joined us from Truist Investment Services, Inc. on February 24, 2023
- William Bridell joined us from Morgan Stanley on February 27, 2023
- Jerry Lawhead joined us from Edward Jones on February 13, 2023
- Travon Talley joined us from J.P. Morgan Securities LLC on February 9, 2023
- Natalie Rodriguez Baires joined us from J.P. Morgan Securities LLC on February 9, 2023
- Edgar Bassick joined us from J.P. Morgan Securities LLC on February 7, 2023
- Jeff Aurand joined us from PNC Investments on January 31, 2023
- Luis Urbina joined us from First Command Financial Planning, Inc. on January 30, 2023
- David Davis joined us from J.P. Morgan Securities LLC on January 25, 2023
- Alexis Bachicha joined us from Edward Jones on January 23, 2023
- Jonathan Register joined us from Stifel, Nicolaus & Company, Incorporated on January 20, 2023
- Joseph Meyer joined us from U.S. Bancorp Investments, Inc. on January 20, 2023
- Richard Faatz joined us from U.S. Bancorp Investments, Inc. on January 20, 2023
- Christopher Busta joined us from J.P. Morgan Securities LLC on January 18, 2023
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.