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2 advisors near 23040
Out of 400,000+ nationwide
William E
CFP®, Series 66
Cumberland, VA
Wells Fargo Advisors
William Edwards is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds CFP® and Series 66 designations. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing from 2019 to 2025 and spent over a decade at Morgan Stanley in various roles. Outside of his advisory work, Edwards serves as president and head coach of a nonprofit travel baseball team for youth and is a board member of the Economic Development Authority of Cumberland County, Virginia. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and specialized services for clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels.
Donna W
Series 63, Series 66
Cumberland, VA
Wells Fargo Advisors
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.
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2 advisors near 23040
Out of 400,000+ nationwide