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Milton W

Series 63, Series 65

Atlantic Beach, NC

Wells Fargo Advisors

Milton Warner is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he serves on the Coral Bay Ridge Homeowners Association board in Emerald Isle, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by extensive research and planning tools, covering areas such as retirement, education, and business-owner transition planning.

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

Series 63, Series 65

Atlantic Beach, NC

Wells Fargo Advisors

David Hood is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he co-owns Hood Investments LLC with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions supported by Wells Fargo research and tools, delivering tailored recommendations through a network of 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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