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Christal V
CFP®, Series 63, Series 66
Lake Forest, IL
Wells Fargo Advisors
Christal Vargas is a CFP® professional affiliated with Wells Fargo Advisors, with nine years of industry experience. She has previously worked at UBS Financial Services Inc., Dew Wealth Management, and several other firms. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting specific net-worth criteria. The firm offers a broad range of planning services, using proprietary research and tools to develop recommendations, with implementation options available through various brokerage and advisory programs.
Michael E
Series 66
Lake Forest, IL
Wells Fargo Advisors
Michael Esposito is a Series 66 licensed financial advisor with Wells Fargo Advisors in Lake Forest, IL, and has one year of industry experience. His prior roles include positions at the American Conservation Coalition and Charter Communications. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of financial planning and investment services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services that include specialized planning such as business-owner transition and sports and entertainment planning.
Gregory W
Series 63, Series 65
Lake Forest, IL
Wells Fargo Advisors
Gregory Wells is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. 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 tailored to clients meeting a net-worth threshold, utilizing proprietary research, planning tools, and simulation models.
Steven E
Series 63, Series 65
Lake Forest, IL
Wells Fargo Advisors
Steven Esposito is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Citigroup Global Markets. Outside of his advisory role, he is involved with Yellowstone Asset Management, LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using Wells Fargo research and planning tools. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis.
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