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Charles C
CFP®, Series 63
Owensboro, KY
Wells Fargo Advisors
Charles Clark is a CFP® with 46 years of industry experience, currently affiliated with Wells Fargo Advisors since 2024. He previously worked at LPL Financial from 2014 to 2024. Clark is also involved as a for-profit board member of Hollison LLC in Owensboro, KY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services supported by Wells Fargo research and tools. The firm provides a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition and special-needs analysis.
Kelley O
Series 63, Series 65
Owensboro, KY
Wells Fargo Advisors
Kelley Orr is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Orr spent 10 years at LPL Financial, LLC. Orr is also a 50% owner of Private Ledger Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm’s comprehensive planning includes areas such as retirement, education, risk, and wealth transfer, using proprietary research and tools to develop customized recommendations.
Paul P
ChFC®, Series 63, Series 65
Owensboro, KY
Wells Fargo Advisors
Paul Pierce is a financial advisor with Wells Fargo Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He previously worked at LPL Financial for 10 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he has ownership interests in several insurance and investment-related businesses in Owensboro, KY. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of specialized planning services. The firm uses proprietary research and tools to develop tailored recommendations, with clients able to implement these through various brokerage and advisory programs.
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