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)
Q4/2024
- Erik Liodice joined us from J.P. Morgan Securities LLC
- William Freedman joined us from U.S. Bancorp Advisors, LLC
- Samuel Ramli joined us from Wells Fargo Clearing Services, LLC
- Andrew Eggert joined us from Cuso Financial Services, L.P
- Armond Herndon joined us from Alpha Cubed Investments, LLC
- Taylor Michael Ohl joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul Gallardo joined us from Currently Not Registered with a B/D
- Moreen Latchman joined us from J.P. Morgan Securities LLC
- Damon Dozier joined us from J.P. Morgan Securities LLC
- Jackeline Matter joined us from J.P. Morgan Securities LLC
- Milad Javaherian joined us from Morgan Stanley
- Hovhannes Tokatlian joined us from Morgan Stanley
- Sherine Ta joined us from J.P. Morgan Securities LLC
- Brian Doughty joined us from Ameriprise Financial Services, LLC
- Tien Nguyen joined us from J.P. Morgan Securities LLC
- Jason Lee joined us from Morgan Stanley
- Ron Fetsch joined us from Morgan Stanley
- John Fry joined us from J.P. Morgan Securities LLC
- Miriam Khorramian joined us from Fidelity Brokerage Services LLC
- Jesus Chavez joined us from Fidelity Brokerage Services LLC
- Melisa Bahmanyar joined us from HSBC Securities (USA) Inc.
- John Wentworth joined us from Robert W. Baird & Co. Incorporated
- Loc Vi Tran joined us from B. Riley Wealth Management
- Ryan Overton joined us from TIAA-CREF Individual & Institutional Services, LLC
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.