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Credentials
Series 63, Series 66
Experience Industry experience
26 years
Location
Cumberland, VA 23040
Wells Fargo Advisors
Institution
Donna Wiggins is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Wiggins holds the Series 63 and Series 66 designations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including specialized areas 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.
Cumberland, VA
1496 Anderson Hwy 1st Fl
Cumberland VA 23040
Advisors at this office
2
Texas · Virginia
26 years of industry experience
Wells Fargo Advisors
2025 - Present • 1 year
Richmond, VA
Wells Fargo Clearing
2019 - 2025 • 6 years
Richmond, VA
Morgan Stanley Smith Barney
2009 - 2019 • 10 years
Richmond, VA
Citigroup Global Markets
2007 - 2019 • 12 years
Richmond, VA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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