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Patrick H

Series 63, Series 65

New City, NY

Wells Fargo Advisors

Patrick Harding is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He has worked in various capacities within Wells Fargo entities since 2009. Harding also owns Harding Wealth Management LLC, a financial planning practice based in Warwick, NY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, 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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Ardell R

Series 65, Series 63, Series 66

New City, NY

Wells Fargo Advisors

Ardell Roan is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Clearing Services LLC, Bankers Life, and Morgan Stanley Smith Barney. He has also been affiliated with SUNY Orange since 2018. 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, and wealth-transfer planning. The firm integrates 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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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 with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at AAG Capital, Accurate Wealth Management, and Northwestern Mutual. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with clients able to choose the extent of plan implementation 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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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 industry experience. He has been with Wells Fargo Advisors since 2011, including time at Wells Fargo Clearing. 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, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing proprietary 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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Michael S

Series 63, Series 65

New City, NY

Wells Fargo Advisors

Michael Salmon is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. He is also co-trustee for his son's trust and operates Salmon Wealth Management LLC, a separate financial practice based in New City, NY. 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 and uses Wells Fargo research and tools to develop tailored recommendations, with clients choosing how to implement them through the firm’s 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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