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Cynthia Evans Thibodaux

Advisor at Wells Fargo Clearing — Panama City, FL 1022 W 23rd St

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Panama City, FL 32405

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,116

Across 1,473 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Cynthia Thibodaux is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 14 years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Panama City, FL 1022 W 23rd St

1022 W 23rd St, Ste 700

Panama City FL 32405

Advisors at this office

9

Most active in

Florida · Texas

Work history

28 years of industry experience

Wells Fargo Clearing Services, LLC

2020 - Present • 6 years

Panama City, FL

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

2006 - 2020 • 14 years

Panama City, FL

Citigroup Global Markets

1998 - 2006 • 8 years

Panama City, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Glenn D

CFP®, Series 63

Panama City Beach, FL

G&F Financial Services

Glenn Delman is a CFP® professional with 34 years of experience in financial advisory services. He is the sole advisor at G & F Financial Services in Panama City Beach, FL, where he has provided investment management and financial planning since 1991. Delman previously worked with American Investors Company from 1992 to 2018. G & F Financial Services advises individual clients on investment management, financial planning, and estate-planning matters without a stated account minimum. The firm employs a financial-planning process supported by Moneytree Software’s Total Planning Suite and uses various analysis techniques, including asset allocation and quantitative methods, typically favoring longer-term purchase strategies.

General estate planning guidance Cash flow / budgeting
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Michael G

ChFC®, Series 63, Series 65

Panama City, FL

22 Seven Wealth Management Inc

Michael Grant is a financial advisor at 22 Seven Wealth Management Inc. in Panama City, FL, with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at CUNA Mutual Group and Saxony Securities. Outside of advisory work, he is involved in a car rental business and provides consulting on electric vehicle charging installations. 22 Seven Wealth Management, Inc. offers financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charitable organizations. The firm creates customized portfolios based on client goals and risk tolerance, employing various investment strategies and managing accounts primarily on a discretionary basis.

General retirement planning Social Security optimization Wealth management
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Barry H

ChFC®, Series 63

Panama City Beach, FL

The Hatton Financial Group, LLC

Barry Hatton is a ChFC® credentialed financial advisor with 39 years of industry experience. He is the sole advisor at The Hatton Financial Group, LLC, an independent firm based in Panama City Beach, FL. Hatton has worked with Investors Security Co Inc since 2004 and has operated The Hatton Financial Group since 1984. The Hatton Financial Group provides financial planning services primarily to individual clients, focusing on comprehensive and limited-scope written plans with guidance on risk management, taxes, retirement, and estate planning. The firm does not sell securities or offer discretionary asset management, instead referring clients to third-party investment managers for implementation and managed asset services.

General retirement planning
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Jeremy S

Series 65

Panama City, FL

CPA Group Investment Management, LLC

Jeremy Senterfitt is a financial advisor at CPA Group Investment Management, LLC and holds a Series 65 designation. He has been with CPA Group Investment Management since 2025 and has prior experience at Tipton, Marler, Garner & Chastain, P.A., Panama Country Club, and the University of Florida. Outside of his advisory role, he is a managing member and equal owner of Senterfitt Lawn Care, LLC, a lawn care service business serving private residents and small businesses. CPA Group Investment Management, LLC is a fee-only registered investment advisor serving individual clients, including high-net-worth households. The firm focuses on long-term asset allocation using mutual funds, ETFs, and select individual securities, and provides discretionary portfolio management alongside comprehensive financial planning.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner
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Treyton D

Series 65

Panama City Beach, FL

Allstreet Wealth

Treyton De Vore is a financial advisor at AllStreet Wealth with six years of industry experience and holds a Series 65 credential. He has prior experience at Shamrock Trading Corporation and Vivint Smarthome. Outside of his advisory role, he is involved in founding and managing several businesses, including a nonprofit organization, a marketing and design firm, and an educational content company. AllStreet Wealth provides financial planning and discretionary investment management for individuals, high-net-worth clients, and business owners. The firm emphasizes long-term, passive investment strategies based on asset allocation and Modern Portfolio Theory, integrating financial planning with investment management tailored to client needs.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Self-Employed
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Benjamin H

CFA®, Series 63, Series 65

Panama City Beach, FL

Tradition Investment Management, LLC

Benjamin Halliburton is a CFA® charterholder with 21 years of industry experience. He is currently with Tradition Investment Management, LLC and has previously worked at Tradition Asset Management LLC and Tradition Capital Management LLC. Tradition Investment Management, LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning services. The firm tailors advice based on client objectives, time horizon, and risk tolerance, using various investment methods with a focus on long-term purchasing power preservation and tax considerations.

Annuities
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