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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.
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. He has worked at various Wells Fargo entities since 2012. Meeks serves on the Board of Trustees for The Msgr Hebert Endowment Fund, which provides needs-based scholarships and support for teachers and staff. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations through a broad menu of planning options. The firm integrates advisory services with various financial products and referral channels.
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.
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.
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.
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.
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 30 years of industry experience. She has worked with Wells Fargo affiliates since 2014 and serves as Treasurer of the West Little Rock Civitan Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions, with a broad planning menu and a variety of advisory and brokerage solutions.
Manon T
Series 66
Little Rock, AR
Wells Fargo Advisors
Manon Tounalom is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas. She holds a Series 66 designation and has four years of industry experience. Prior to joining Wells Fargo Advisors in 2019, she 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. The firm provides a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations supported by firm research and planning tools.
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 four years of industry experience. He has worked at Wells Fargo Advisors since 2021 and previously was affiliated with the University of Arkansas. 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 using proprietary research and tools, with planning engagements typically structured as discrete projects.
Matthew L
Series 66
Little Rock, AR
Wells Fargo Advisors
Matthew Lloyd is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he spent 11 years at Martindale Landscape Solutions. 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 and uses Wells Fargo research and tools to develop tailored recommendations for its clients.
Erin W
Series 66
Little Rock, AR
Wells Fargo Advisors
Erin Whitt is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2013. Outside of her advisory role, she holds ownership interests in multiple private businesses, including a partial investment in a franchise enterprise. 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 supported by proprietary research and planning tools, addressing diverse client needs such as retirement, education, business-owner transition, and special-needs planning.
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.
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.
Susan C
Series 63, Series 65, Series 66
Little Rock, AR
Wells Fargo Advisors
Susan Crosby is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 credentials and 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, and seven years as a self-employed advisor. Outside of her advisory work, she owns a wine bar and serves as an administrative assistant at Charis Bible College. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk management, and specialized niche services. The firm combines advisory services with banking and other financial product offerings through a large network of advisors.
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.
Kevin H
Series 63, Series 65
Little Rock, AR
Wells Fargo Advisors
Kevin Horn is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Horn is based in Little Rock, 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 planning menu including niche services such as business-owner transition planning and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.
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.
Heather H
Series 66
Little Rock, AR
Wells Fargo Advisors
Heather Helms is a financial advisor at Wells Fargo Advisors in Little Rock, Arkansas, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked in education for 15 years with the Pulaski County Special School District and the Mt. Vernon-Enola School District. 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 financial planning and investment services, utilizing proprietary research and planning tools to provide tailored recommendations.
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