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Patrick H

Series 63, Series 65

New City, NY

Wells Fargo Advisors

Patrick Harding is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Harding also owns Harding Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to create tailored recommendations, providing clients 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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Ardell R

Series 65, Series 63, Series 66

New City, NY

Wells Fargo Advisors

Ardell Roan is a financial advisor with Wells Fargo Advisors, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Ardell worked at Morgan Stanley Smith Barney and Wells Fargo Clearing Services. In addition to his advisory role, he has been involved with SUNY Orange since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by Wells Fargo research and tools, with planning services covering areas such as retirement, education, and niche needs like 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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James K

Series 66

New City, NY

Wells Fargo Advisors

James Kivlehan is a financial advisor with Wells Fargo Advisors in New City, NY. He holds a Series 66 designation and has 14 years of industry experience, including 14 years at Edward Jones before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with client engagements typically structured as discrete planning projects.

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

Series 65, Series 63

New City, NY

Wells Fargo Advisors

Vincent Dedominicis is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including Northwestern Mutual and AAG Capital. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and integrating 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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Luciano D

Series 63, Series 66

New City, NY

Wells Fargo Advisors

Luciano Dela Cruz is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of experience in the industry. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various 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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Michael S

Series 63, Series 65

New City, NY

Wells Fargo Advisors

Michael Salmon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. He also serves as co-trustee for his son's trust and manages Salmon Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

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