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Fran Z

Series 63, Series 65

Boca Raton, FL

Wells Fargo Advisors

Fran Zynis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His previous work includes six years at Prudential Equity Group, LLC, and over a decade with Wells Fargo Clearing. 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, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

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

Series 63, Series 66

Boca Raton, FL

Wells Fargo Advisors

Patricia Pollock Imbo is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Morgan Stanley Dw Inc. and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning.

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

Series 63, Series 66

Boca Raton, FL

Wells Fargo Advisors

Anthony Avella is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer for 13 years before joining Wells Fargo Clearing Services in 2020. He has been with Wells Fargo Advisors Financial Network since 2026. 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 cash-flow, retirement, education, risk, and wealth-transfer planning, 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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Jolene D

Series 63, Series 65

Boca Raton, FL

Wells Fargo Advisors

Jolene Duplain is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Prudential Equity Group and Wells Fargo Clearing. Outside of her advisory work, she serves as a power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition and special-needs planning, combining 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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