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Paul M

Series 66

Decatur, AL

Wells Fargo Advisors

Paul Morris is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 15 years of industry experience. His career includes multiple roles within Wells Fargo-affiliated entities since 2010 and a brief tenure at Merrill in 2021. He also owns Paul D Morris Wealth Management Inc., an investment-related business based in Florence, AL. 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 financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

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

Series 66

Decatur, AL

Wells Fargo Advisors

Jeremy Goss is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2024. 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 institutional clients. The firm offers a broad range of planning services and integrates advisory solutions 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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Brian J

Series 66

Decatur, AL

Wells Fargo Advisors

Brian Jones is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2009. Outside of his advisory work, he is involved in several investment-related business activities through ownership in multiple holding companies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations, offering clients 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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Michael R

Series 66

Decatur, AL

Wells Fargo Advisors

Michael Rutledge is a Series 66 licensed financial advisor with Wells Fargo Advisors in Decatur, Alabama, bringing 16 years of industry experience primarily within Wells Fargo entities. His career includes nearly a decade at Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. Outside of his advisory role, Rutledge holds ownership interests in multiple businesses across Alabama and Florida, including an auto auction, car dealerships, and several ventures involving land and property. 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 investment and financial planning services, utilizing research and planning tools to develop tailored recommendations that clients may implement 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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Shelley H

Series 63, Series 65

Decatur, AL

Wells Fargo Advisors

Shelley Howard is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her career includes roles at Wells Fargo Clearing Services and Wells Fargo Bank NA, spanning from 2006 through the present. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services supported by internal research and tools, with flexible implementation options 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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Donald F

Series 63, Series 66

Decatur, AL

Wells Fargo Advisors

Donald Fuller is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and 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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Matt M

Series 65, Series 63

Decatur, AL

Wells Fargo Advisors

Matt Morris is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked across multiple Wells Fargo entities as well as Bank of America, Merrill, and FirstBank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing 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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Shelley B

Series 63, Series 66

Decatur, AL

Wells Fargo Advisors

Shelley Byrd is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing. Outside of her advisory role, she has ownership interests in several investment-related entities, including Riverfront Wealth Management LLC and SB Endeavors, Inc. 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 using proprietary research and tools, with recommendations delivered through client meetings and summary letters, and integrates advisory services with multiple financial product offerings 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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Pamela H

ChFC®, Series 63, Series 65

Decatur, AL

Wells Fargo Advisors

Pamela Holtzclaw is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved with a family foundation and serves on the finance committee of a local church. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by proprietary research and planning tools. The firm serves clients who meet specific net-worth criteria and delivers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis.

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

Series 66

Decatur, AL

Wells Fargo Advisors

Debbie Bradford is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations through a network of financial advisors.

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

Series 63, Series 65

Decatur, AL

Wells Fargo Advisors

Tracey Hendrix is a financial advisor with Wells Fargo Advisors in Decatur, Alabama, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with various Wells Fargo entities since 2009. Outside of her advisory work, she owns J4 Holdings, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options and leveraging Wells Fargo 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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James B

Series 66

Decatur, AL

Wells Fargo Advisors

James Barnett is a financial advisor with Wells Fargo Advisors in Decatur, Alabama, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he has a 25% ownership interest in a family farm. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and fee-based financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis.

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

Series 63

Decatur, AL

Wells Fargo Advisors

Thomas Ross is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 45 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, Ross serves as power of attorney for a family member and owns an investment-related entity, TTR Investments Inc. 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 institutional clients. The firm offers a broad range of planning services and integrates advisory solutions 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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Dudley D

Series 63, Series 65

Decatur, AL

Wells Fargo Advisors

Dudley Dupuis is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current role. Outside of finance, he owns and operates JL Farms, a cattle farm in Florence, AL, where he is involved in growing and selling hay. 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, 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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Brooks C

Series 66

Decatur, AL

Wells Fargo Advisors

Brooks Collins is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he has ownership interests in several family farming operations and agricultural ventures in Alabama. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to create 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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Eric J

Series 63, Series 66

Decatur, AL

Wells Fargo Advisors

Eric Johnson is a financial advisor with Wells Fargo Advisors in Decatur, Alabama, holding Series 63 and Series 66 licenses and with 27 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he owns a fishing charter business in Athens, Alabama. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting net-worth thresholds. The firm offers a broad range of planning services using proprietary research and tools, with options for clients to implement recommendations through multiple brokerage and 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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