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Brian S

CFP®, Series 63, Series 66

Alto, NM

Wells Fargo Advisors

Brian Stokes is a CFP®-credentialed financial advisor with 43 years of industry experience, currently with Wells Fargo Advisors since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in managing family trusts and holds ownership interests in several oil royalties, some of which he actively oversees. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with a focus on tailored recommendations delivered through financial advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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