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Eric B

CFP®, Series 66

Clemson, SC

Wells Fargo Advisors

Eric Breazel is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He previously worked at Wells Fargo Clearing Services, LLC, and Bank of America, N.A. In addition to his advisory work, he serves as president of the Clemson Cotillion Club, where he oversees meetings and plans social functions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory solutions with banking, lending, and trustee services.

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

Series 66

Clemson, SC

Wells Fargo Advisors

Andrea Owens is a financial advisor at Wells Fargo Advisors with credentials including the Series 66 designation. She has worked in the financial industry since 2016, including experience at Singleton Marine Group and Edward Jones before joining Wells Fargo Advisors in 2022. 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, risk, and wealth-transfer planning, as well as specialized niche services.

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

Series 66

Clemson, SC

Wells Fargo Advisors

Brody Smith is a financial advisor at Wells Fargo Advisors with seven years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing Services, Bank of America, Merrill, and served in the United States Army for eleven years. He has ownership interests in two financial-related businesses based in South Carolina. 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 planning menu 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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Andrew S

Series 66

Clemson, SC

Wells Fargo Advisors

Andrew Sheriff is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and nine years of industry experience. He has worked at several firms, including Park Avenue Securities and Bank of America, and has involvement in real estate projects through his ownership and management of a residential property development business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs including retirement, education, and specialized planning such as business-owner transitions and divorce planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients discretion in implementing them 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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Whitney B

Series 66

Clemson, SC

Wells Fargo Advisors

Whitney Burton is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill Lynch, Bank of America, and Raymond James. In addition to her advisory role, she is a commissioned notary in Clemson, South Carolina. 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 tailored to client needs, utilizing proprietary research and tools to develop recommendations delivered through personalized 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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