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Kyle M

Series 66

Baltimore, MD

Wells Fargo Advisors

Kyle Mcdonell is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding a Series 66 designation and six years of industry experience. He joined Wells Fargo Advisors in 2024 after roles at Wells Fargo Clearing from 2019 to 2024 and has experience in consulting and media-related positions earlier in his career. He also owns McDonell Capital Group LLC, a financial-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm delivers tailored recommendations supported by proprietary research and planning tools, serving clients who meet certain net-worth thresholds.

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

Series 63, Series 65

Baltimore, MD

Wells Fargo Advisors

Douglas Brandeen is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in managing NA 89, LLC, an investment-related business based in Baltimore. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

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

CFP®, Series 66

Baltimore, MD

Wells Fargo Advisors

Michael Anselmi Jr. is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2008 to 2019. He is the sole owner of Anselmi Investment Advisory, LLC, an independent investment advisory business. 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 and integrates advisory offerings with other financial products and referral channels.

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

Series 66

Baltimore, MD

Wells Fargo Advisors

Jeffrey Link is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he has ownership interests in several private companies, including Armada Capital, LLC, and Shufly, LLC, which he co-owns 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 services, including niche areas such as business-owner transition planning and special-needs analysis, supported by Wells Fargo’s research and planning tools.

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

Series 63, Series 65

Baltimore, MD

Wells Fargo Advisors

Valerie Campbell is a financial advisor at Wells Fargo Advisors in Baltimore, MD, with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill for 13 years and Wells Fargo Clearing for 2 years before joining Wells Fargo Advisors in 2018. She also owns and manages a private investment-related business, VALERIE A. CAMPBELL, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services and integrates advisory recommendations with various financial products and referral channels.

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

Series 63, Series 65

Baltimore, MD

Wells Fargo Advisors

Judith Specht is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services that address a broad range of needs, including retirement, education, risk management, and specialized areas such as business-owner and special-needs planning. The firm employs Wells Fargo research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

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

Series 63, Series 65

Baltimore, MD

Wells Fargo Advisors

Dean Shuplinkov is a financial advisor with Wells Fargo Advisors in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns and operates DGREEK LLC, an investment-related business based in Baltimore. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services and develops tailored recommendations using proprietary research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.

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