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Glenn D

ChFC®, Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

Glenn Draper II is a financial advisor with Wells Fargo Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, with prior roles at Bank of America, N.A. and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

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

Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

James Hill is a financial advisor with Wells Fargo Advisors in Homewood, AL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. Outside of his advisory work, he serves on the New Membership Committee at Vestavia Country Club in Birmingham, AL. 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 investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop 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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Melanie P

Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

Melanie Purvis is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she manages an estate as executor and co-executor and owns a financial planning practice in Gulf Shores, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools.

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

Series 63, Series 66

Homewood, AL

Wells Fargo Advisors

Judson Fleming is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo entities since 2012. Fleming is a part owner of Peritus Wealth Management, LLC, and Peritus Holdings, LLC, and also owns Fleming Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options, including specialized services for business owners, special-needs clients, and professionals in sports and entertainment.

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

Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

Retha Hagood is a financial advisor with Wells Fargo Advisors in Homewood, AL, holding Series 63 and Series 65 designations with 40 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she co-owns two investment-related businesses with her spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. The firm offers tailored recommendations using proprietary research and tools, with clients deciding how to implement these through various brokerage or advisory options.

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

Series 63, Series 66

Homewood, AL

Wells Fargo Advisors

Julie Helmers is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has previously worked at Bank of America and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products, providing tailored recommendations supported by its 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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Justen B

Series 66

Homewood, AL

Wells Fargo Advisors

Justen Burns is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and has a military background, having served in the United States Army from 2001 to 2021. He also has ownership in Tavros Wealth Management LLC. Wells Fargo Advisors Financial Network 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 banking and other financial products.

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

Series 66

Homewood, AL

Wells Fargo Advisors

Jason Cork is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and possessing 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Ameriprise Financial Services from 2009 to 2024. He is the sole owner of Cork Wealth Management LLC, a separate business entity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on 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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S. C

Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

S. Creekbaum is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. Creekbaum has been with Wells Fargo Advisors since 2015. Outside of financial advising, Creekbaum is the owner and host of The Chase TV Show in Birmingham, Alabama, a role held since 2010. 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 supported by proprietary research and tools, with planning engagements that are generally discrete and tailored to client needs.

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

CFP®, Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

Bryan Poole is a CFP® professional with 26 years of experience in the financial services industry. He has held roles at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Poole also owns Village Wealth Management LLC, a financial planning practice. 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 integrates advisory offerings with other financial products.

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

Series 63, Series 66

Homewood, AL

Wells Fargo Advisors

George West is a financial advisor with Wells Fargo Advisors in Homewood, Alabama, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, West is president and 50% owner of Westmed Disposal Inc., a medical waste processing and disposal company. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with brokerage products and other financial offerings.

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

Series 66

Homewood, AL

Wells Fargo Advisors

Jordan Johnson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and one year of experience at the firm. Prior to his current role, he has worked in small business ventures including pest control and boat detailing, and has engaged in full-time education for several years. 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 tools to develop tailored recommendations across various planning needs.

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

CFP®, Series 66

Homewood, AL

Wells Fargo Advisors

Judson Morrison is a CFP®-designated financial advisor with 16 years of industry experience, currently practicing at Wells Fargo Advisors since 2024. His prior experience includes 11 years at Ameriprise Financial Services, Inc., followed by 4 years at Ameriprise. He serves on the finance committee for Shades Crest Baptist Church in Hoover, AL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering tailored recommendations supported by proprietary 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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Warren K

CFP®, Series 63, Series 66

Homewood, AL

Wells Fargo Advisors

Warren Kirby is a CFP® professional with 29 years of industry experience, currently affiliated with Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing, Bank of America, and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting 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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Christopher D

Series 66

Homewood, AL

Wells Fargo Advisors

Christopher Davis is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and previously worked for PNC Financial Services Group, Inc (formerly BBVA USA) for twelve years. 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, and niche planning areas, using 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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Marci W

Series 66

Homewood, AL

Wells Fargo Advisors

Marci Watters is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors Inc. and Gulf Winds Federal Credit Union. She is also a 50% owner of The Wealth Advisors of the Gulf Coast Inc., an investment-related business. Wells Fargo Advisors 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 institutions. The firm offers a broad range of planning services and integrates advisory offerings 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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William D

Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

William Davis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. 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, including retirement, education, and business-owner transition planning, using Wells Fargo research and planning 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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Philippe L

Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

Philippe Lathrop is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America, N.A. for 14 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, leveraging Wells Fargo’s 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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Arin L

Series 66

Homewood, AL

Wells Fargo Advisors

Arin Lawrence is a financial advisor at Wells Fargo Advisors with Series 66 credentials and one year of industry experience. Before joining Wells Fargo Advisors, Arin was involved in the restaurant business, including roles at Little Donkey Taqueria, LLC and Saigon Noodle House. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions using a broad planning menu that includes retirement, education, risk management, and specialized services such as business-owner transition and divorce planning. The firm combines advisory services with other financial products and referral channels to serve clients with diverse financial needs.

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

ChFC®, Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

James Burns is a financial advisor with Wells Fargo Advisors who holds the ChFC® designation and has 40 years of industry experience. His career includes multiple roles within Wells Fargo Advisors and Wells Fargo Clearing dating back to 2012. Outside of advising, he co-owns and manages a ski lodge in South Fork, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm integrates advisory services with other financial products and referral channels to provide comprehensive financial solutions.

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

Series 66

Homewood, AL

Wells Fargo Advisors

Samuel Thompson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked with Wells Fargo Clearing and Wells Fargo Bank NA. He is also the sole owner of Thompson Capital Group LLC, an investment-related business. 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 strategies 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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