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John A

Series 63, Series 65

Naples, FL

Wells Fargo Advisors

John Awe is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, spanning over a decade before his current position. 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 niche areas such as business-owner transition and special-needs analysis, using Wells Fargo’s 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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Joshua L

Series 66

Naples, FL

Wells Fargo Advisors

Joshua Leppo is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 credential and nine years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he coaches athletes at Ionic CrossFit, focusing on health and wellness. 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, including specialized areas such as business-owner transition and special-needs analysis, utilizing research and planning tools to develop tailored client recommendations.

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

Series 63, Series 66

Naples, FL

Wells Fargo Advisors

Larry Leppo is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2009. He also owns Leppo Wealth Management, LLC, a separate investment-related business based in Naples, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with a focus on specialized planning areas for clients who meet specific 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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Cheryl T

Series 63, Series 66

Naples, FL

Wells Fargo Advisors

Cheryl Tucker Refregier is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Fifth Third Securities prior to her current role. She is also a notary in Naples, Florida. 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. The firm provides a broad range of planning services and integrates advisory offerings 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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