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Christian P

Series 63, Series 65

Needham, MA

Wells Fargo Advisors

Christian Parker is a financial advisor with Wells Fargo Advisors in Needham, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Advisors in 2016. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically discrete and optional for clients to implement through various brokerage or advisory programs.

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

Series 63, Series 65, Series 66

Needham, MA

Wells Fargo Advisors

Thomas Connelly is a financial advisor with Wells Fargo Advisors in Needham, MA, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He worked at Neds Point Capital, LLC for five years before joining Wells Fargo Advisors in 2018. 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 financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, 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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Matthew K

Series 66

Needham, MA

Wells Fargo Advisors

Matthew Kapetanakis is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of finance, he has experience working at Bryant University and Red Tail Golf Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning services that address complex financial needs, 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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Robert E

CFP®, Series 63, Series 65

Needham, MA

Wells Fargo Advisors

Robert Edmunds is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He previously worked at Merrill from 2008 to 2011. Outside of his advisory role, he holds a leadership position as District Deputy Grand Assistant Treasurer with the Grand Lodge of Masons in Massachusetts. 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, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo 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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Sean L

Series 66

Needham, MA

Wells Fargo Advisors

Sean Leonard is a financial advisor at Wells Fargo Advisors in Needham, MA, holding a Series 66 designation with two years of industry experience. His prior work includes diverse roles in construction, landscaping, and education, including positions at Consigli Construction, Kelly's Landscaping Inc., Assumption University, and Franklin High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting net-worth thresholds.

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