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Angela R

Series 66

Bangor, ME

Wells Fargo Advisors

Angela Roach is a financial advisor with Wells Fargo Advisors in Bangor, ME, holding a Series 66 designation and 12 years of industry experience. She worked at Wells Fargo Clearing from 2016 to 2024. 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 including retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

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

Series 63, Series 65

Bangor, ME

Wells Fargo Advisors

Christopher Shelton is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley Wealth Management and its Private Bank, Cetera, and First National Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, supported by Wells Fargo 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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Mario T

Series 63, Series 66

Bangor, ME

Wells Fargo Advisors

Mario Thyer is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also a part owner of Hat Trick Associates LLC, an outside business activity based in Bangor, ME. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm leverages its research, planning tools, and integrated financial product offerings to develop tailored client recommendations.

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

Series 63, Series 66

Bangor, ME

Wells Fargo Advisors

Alan Miller is a financial advisor with Wells Fargo Advisors in Bangor, ME, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advising, he is a flight instructor and co-owner of aviation-related businesses, including flight instruction services and aircraft maintenance. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning. The firm combines advisory services with product sales and referral channels to serve a diverse client base.

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