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Julie G

Series 63, Series 66

Little Rock, AR

Wells Fargo Advisors

Julie Garcia is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 66 licenses with six years at the firm and two years of industry experience. Prior to her current role, she worked at Corning and T2Biosystems. She serves as a scientific advisory board member for Detact Diagnostics, providing expertise on in-vitro diagnostics and medical device assay development. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of 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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Cooper M

Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Cooper Meeks is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He serves on the Board of Trustees for the Msgr Hebert Endowment Fund, which provides scholarships and staff bonuses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering 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, leveraging proprietary 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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Andrew W

Series 66

Little Rock, AR

Wells Fargo Advisors

Andrew Winters is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Caddell Reynolds Law Firm and Rainwater, Holt & Sexton. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options 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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William H

Series 66

Little Rock, AR

Wells Fargo Advisors

William Horn is a financial advisor with Wells Fargo Advisors in Little Rock, AR. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Wells Fargo Advisors in 2025, he worked for Pain Medicine Specialists of Arkansas for three years. 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 niche areas such as business-owner transition planning and special-needs analysis, using 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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James M

CFP®, Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

James Martin is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He holds Series 63 and Series 65 licenses. Outside of his work at Wells Fargo Advisors, Martin has ownership interests in several investment-related businesses based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels, delivering 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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Bradley S

Series 63, Series 66

Little Rock, AR

Wells Fargo Advisors

Bradley Seagraves is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as a power of attorney and trustee for his sister’s trust and owns Brad Seagraves, Inc., an investment-related business. 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 planning menu using proprietary research and tools, with services tailored to clients meeting net-worth thresholds and covering a range of specialized 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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Rosa P

Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Rosa Parrish is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes roles at Wells Fargo Clearing and Edward Jones. She serves as treasurer of the West Little Rock Civitan Club. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad planning menu that includes retirement, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, delivering tailored recommendations 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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Manon T

Series 66

Little Rock, AR

Wells Fargo Advisors

Manon Tounalom is a financial advisor at Wells Fargo Advisors with 5 years of industry experience. She holds the Series 66 designation and has previously worked at Rutgers Business School and Ball State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary 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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William M

Series 66

Little Rock, AR

Wells Fargo Advisors

William Mitchell is a financial advisor at Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation with five years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he spent four years at the University of Arkansas. 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 specialized areas such as business-owner transition planning and sports and entertainment planning, using proprietary 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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Matthew L

Series 66

Little Rock, AR

Wells Fargo Advisors

Matthew Lloyd is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked for Martindale Landscape Solutions for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations, serving clients who meet certain net-worth thresholds 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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Erin W

Series 66

Little Rock, AR

Wells Fargo Advisors

Erin Whitt is a financial advisor at Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation with 12 years of industry experience. She worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. Whitt is a partial owner of Pivot Point, LLC, a franchise business investment, and co-owns The Piercy-Whitt Group, LLC, a financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and 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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Eric M

CFA®, Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Eric Miller is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Little Rock, AR, where he has worked since 2015. He owns and operates Platinum Portfolio Investments, LLC, an investment-related business in Little Rock. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory 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 C

CFP®, Series 66

Little Rock, AR

Wells Fargo Advisors

Andrew Crone is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He is based in Little Rock, Arkansas, and also works as an assistant tennis instructor at the Little Rock Racquet Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering 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 risk management, using proprietary 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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Susan C

Series 63, Series 65, Series 66

Little Rock, AR

Wells Fargo Advisors

Susan Crosby is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63, 65, and 66 licenses and totaling 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, Valic Financial Advisors, and Stephens. Outside of finance, she owns a wine bar called BY THE GLASS LLC and serves as an administrative assistant at Charis Bible College. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by firm research and planning tools. The firm serves clients meeting a net-worth threshold with a broad planning menu that includes specialized services 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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Tracie T

Series 63, Series 66

Little Rock, AR

Wells Fargo Advisors

Tracie Taylor is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Wells Fargo Advisors since 2016. 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, including specialized planning for business transitions, special needs, and divorce, utilizing 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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Kevin H

Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Kevin Horn is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Banc Of America Investment Services, Inc., and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad planning menu, including specialized areas such as business-owner transition and sports & entertainment planning, using 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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Lyle C

Series 63, Series 65

Little Rock, AR

Wells Fargo Advisors

Lyle Cogbill is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he operates a business selling his original artwork and works as a musician, both activities conducted outside of business hours. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutions. The firm offers a broad range of fee-based financial planning services, including specialized planning areas, 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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Heather H

Series 66

Little Rock, AR

Wells Fargo Advisors

Heather Helms is a Series 66-credentialed financial advisor at Wells Fargo Advisors with five years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked for 15 years in educational roles within the Pulaski County Special School District and Mt. Vernon-Enola School District. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services supported by Wells Fargo research and planning tools. The firm offers a broad range of planning services for clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs planning.

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