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Guy S

Series 63, Series 65

Danbury, CT

Wells Fargo Advisors

Guy Schoepfer is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he owns and operates Global Blog LLC, an internet-based affiliate marketing business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible options for implementation 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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Keith G

Series 63, Series 65

Danbury, CT

Wells Fargo Advisors

Keith Gillotti is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory role, he serves as an executor for an estate in Brookfield, CT, dedicating several hours monthly to this responsibility. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services. Advisors use proprietary research and planning tools to develop tailored recommendations, with clients able to choose implementation through various firm programs.

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

Series 63, Series 65

Danbury, CT

Wells Fargo Advisors

Steven Mattson Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His career includes tenures at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to his advisory work, he is the author of a book about hiking and the history of Putnam County, NY, and maintains a website promoting the book. 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 planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, with tailored recommendations based on 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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Stephen S

Series 63, Series 65

Danbury, CT

Wells Fargo Advisors

Stephen Schneider is a financial advisor at Wells Fargo Advisors in Danbury, CT, holding Series 63 and Series 65 licenses with 29 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and Prudential Equity Group, LLC for six years. Outside of his advisory role, he serves as co-executor for his father’s estate. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with optional implementation 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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Kenneth M

Series 63, Series 65

Danbury, CT

Wells Fargo Advisors

Kenneth Mcadam is a financial advisor with Wells Fargo Advisors in Danbury, CT, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves on the Business & Finance Committee of the First Church of Christ in Redding, CT. 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 wide range of planning services tailored to clients who meet a net-worth threshold and integrates advisory services with other financial product offerings.

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