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Raymond S

Series 66

Naples, FL

Wells Fargo Advisors

Raymond Sullivan is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016. 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 retirement, education, risk, and wealth-transfer planning, delivered through tailored recommendations supported by Wells Fargo 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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Gary C

Series 63, Series 65

Naples, FL

Wells Fargo Advisors

Gary Crisci is a financial advisor with Wells Fargo Advisors in Naples, Florida, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as president of the Banyan Woods Master Homeowners Association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory work 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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David G

Series 63, Series 65

Naples, FL

Wells Fargo Advisors

David Gray is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2015. Outside of his work at Wells Fargo, he wholly owns Ogden Donald Gray Investments, LLC, a financial practice based in Naples, Florida. 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-owner transitions, sports and entertainment, special needs, and divorce.

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