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)

2026

Q1

  • Denzel Hanes joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Samuel Faria joined us from Charles Schwab & Co., Inc
  • Charleston Daly joined us from First Command Financial Planning, Inc.
  • Brenton Hunter joined us from Charles Schwab & Co., Inc
  • Coleman Rudolph joined us from Morgan Stanley
  • Erik Berg joined us from Morgan Stanley
  • Simon Young joined us from Morgan Stanley
  • Robert Williams joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Robintz Jean joined us from J.P. Morgan Securities LLC
  • Adam Muzzillo joined us from J.P. Morgan Securities LLC
  • Paul Saad joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Marvin Christian joined us from First Citizens Investor Services, Inc.
  • Parker Hendrixson joined us from J.P. Morgan Securities LLC
  • Adriana Mendez-Rugh joined us from Truist Investment Services, Inc.
  • Justin Osborne joined us from J.P. Morgan Securities LLC
  • Anthony Vitagliano joined us from UBS Financial Services Inc
  • John Marvin joined us from UBS Financial Services Inc
  • Robert Hill joined us from Morgan Stanley
  • Chad Smith joined us from Edward Jones
  • Keith Kordich joined us from Ameriprise Financial Services, LLC
  • Barry Dershaw joined us from Ameriprise Financial Services, LLC
  • James Magness joined us from LPL Financial LLC
  • Jonathan Hemmings joined us from Morgan Stanley Smith Barney


Q4 2025

  • Ricardo Sagarra joined us from J.P. Morgan Securities LLC
  • Jackson Loflin joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Blagojce Kocovski joined us from Truist Investment Services, Inc.
  • Kevin Rohner joined us from UBS Financial Services Inc
  • Shawn Glover joined us from Edward Jones
  • Camilo Wong joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Alexandria Coats joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Jeffrey Parks joined us from Synovus Securities, Inc
  • Keith Garner joined us from ynovus Securities, Inc
  • Joseph Brown joined us from LPL Enterprise, LLC
  • Yelena Suleymanova joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Taccara Edwards joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Corey Martin joined us from Morgan Stanley