Advisor at Wells Fargo Advisors
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Location
Cumberland, VA 23040
Credentials
Series 63, Series 66
Industry experience
25 years
Donna Wiggins is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Citigroup Global Markets. She holds Series 63 and Series 66 licenses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning options, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.
Based on Wells Fargo Advisors
Based on Wells Fargo Advisors
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.
1496 Anderson Hwy 1 St Fl
Cumberland, VA 23040
Texas · Virginia
Wells Fargo Advisors
2025 - Present (1 year)
Wells Fargo Clearing
2019 - 2025 (6 years)
Morgan Stanley Smith Barney
2009 - 2019 (10 years)
Citigroup Global Markets
2007 - 2019 (12 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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