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Bradley M

Series 63, Series 66

Charlotte, NC

Wells Fargo Advisors

Bradley Mobley is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo entities since 2014. Outside of his advisory role, he owns a photography and design business and serves on the finance committee of Henderson Grove Missionary Baptist Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking and lending products, delivering tailored recommendations through comprehensive 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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Shemar C

Series 63, Series 66

Charlotte, NC

Wells Fargo Advisors

Shemar Clarke is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Wells Fargo Clearing Services and DiSys, as well as roles outside finance such as at the University of Guyana and the Ministry of Foreign Affairs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and planning tools to develop tailored recommendations for clients.

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

Series 63, Series 66

Charlotte, NC

Wells Fargo Advisors

Thomas Handy is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, Handy serves as a swimming instructor and triathlon coach at the YMCA of Greater Charlotte, where he has been involved since 2005. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of financial planning and investment services, utilizing proprietary research and planning tools to deliver 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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Sean S

Series 66, Series 63

Charlotte, NC

Wells Fargo Advisors

Sean Seabolt is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked with Wells Fargo Clearing Services since 2017 and previously held roles in associate staffing and the restaurant industry. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs situations. The firm uses proprietary research and planning tools to develop tailored recommendations, with optional implementation through its 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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Sheri S

Series 65, Series 63

Charlotte, NC

Wells Fargo Advisors

Sheri Simpson is a financial advisor at Wells Fargo Advisors in Charlotte, NC, with 21 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing Services and TIAA-CREF. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options using proprietary research and tools, with services tailored to clients who meet certain net-worth criteria.

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

Series 66

Charlotte, NC

Wells Fargo Advisors

Ian Penny is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2018. Prior to his career in financial services, he worked in event management and academic support roles at Guilford College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop recommendations delivered through discrete planning engagements.

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

Series 63, Series 66

Charlotte, NC

Wells Fargo Advisors

Patricia Schiffour is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo and its affiliated entities since 2015. She is based in Charlotte, NC. 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 options, including specialized services such as business-owner transition planning 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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Joanne M

Series 66

Charlotte, NC

Wells Fargo Advisors

Joanne Mitchell is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Advisors since 2011, with a brief tenure at LPL Financial from 2017 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through 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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Oriana E

Series 63, Series 66

Charlotte, NC

Wells Fargo Advisors

Oriana Echeverria is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, and CL Tax Center. She previously managed a restaurant business, Mi Pueblo Mexican Restaurant, from 2016 to 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

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

Series 63, Series 66

Charlotte, NC

Wells Fargo Advisors

Daniel Brown is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Wells Fargo Clearing Services and has a background that includes roles at Associate Staffing, LLC and Publix Super Markets, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning.

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

Series 63, Series 66

Charlotte, NC

Wells Fargo Advisors

John Dufour is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2013, as well as a brief tenure at LPL Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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

Series 66

Charlotte, NC

Wells Fargo Advisors

Andrew Flaskerud is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. Outside of finance, he owns and operates a furniture-building business. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services to a broad 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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Hector L

Series 63, Series 65

Charlotte, NC

Wells Fargo Advisors

Hector Lopez is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with various Wells Fargo entities since 2010. Outside of his advisory role, he creates video content for entertainment on YouTube and Rumble. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services 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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Alexandra T

Series 66

Charlotte, NC

Wells Fargo Advisors

Alexandra Thompson is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She has held various roles within Wells Fargo entities since 2009. Outside of her financial career, she serves as a yoga instructor and head of operations at Re-Invent Fitness in Matthews, NC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products through a network of over 4,000 advisors.

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