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Ian M

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Ian Mould is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he was involved with Elite Color Solutions LLC from 2021 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and 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 and sports and entertainment planning, using proprietary research and 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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Justin B

CFP®, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Justin Blews is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2016. Prior to that, he held positions at Morgan Stanley, Merrill, and Ameriprise. Outside of his advisory work, he is involved with PSI Technologies, Inc., where he handles back office accounting functions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs. The firm employs a broad planning approach supported by proprietary research and tools, offering clients tailored recommendations with optional implementation through 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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Andrew B

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Andrew Brusca is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and six years of industry experience. His career includes six years at Wells Fargo Clearing and nine years with Florida Atlantic University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with tailored recommendations delivered through meetings and client summary letters.

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

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Advisors

Mary Acito is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Fidelity Investments. Additionally, she is a notary public in Boca Raton, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with various financial product offerings.

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

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Timothy Lynch is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He previously worked at Wells Fargo Clearing, Cintas, and the New York Yankees. Lynch is also the owner of TL26 Capital LLC, a business related to investment activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and financial planning services, including niche areas such as business-owner transition and sports & entertainment planning. Advisors develop tailored recommendations using proprietary research and planning tools, with implementation options available through 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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David C

Series 63

Palm Beach Gardens, FL

Wells Fargo Advisors

David Crum is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL. He holds a Series 63 designation and has 43 years of industry experience. He has been with Wells Fargo Advisors since 2012. 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 tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop tailored recommendations.

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

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Christopher Mcdermott is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He has been with Wells Fargo Advisors since 2015 and holds a Series 66 designation. Outside of his advisory role, he serves as a trustee of Finet Practice Solo 401K. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

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

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

William Brady is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and nine years of industry experience. He has worked within Wells Fargo’s various divisions since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations.

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

Series 63, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

David Schnall is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns D. Schnall LLC, an investment-related business, and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and 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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Kevin P

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Kevin Prazenica is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is involved as the owner of AWP Capital, LLC and Finet Practice Prazenica GP, LLC, both investment-related ventures. 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 and 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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John F

Series 63, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

John Felice is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS Financial Services. 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 owners, special-needs clients, and divorce, supported by Wells Fargo 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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Richard B

Series 63

Palm Beach Gardens, FL

Wells Fargo Advisors

Richard Brusca is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 63 designation and 44 years of industry experience. He has been associated with Wells Fargo entities since 2009. Brusca has ownership interests in Omega Chapter Inc. and Brusca GP, LLC, both investment-related ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with a broad array of planning options across various specialized areas.

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

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Daniel Hepworth is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and planning tools to develop tailored recommendations.

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

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Christopher Keller Jr. is a financial advisor with Wells Fargo Advisors holding a Series 66 credential and two years of industry experience. His prior work includes positions at Stifel and teaching roles at the University of Florida, Palm Beach State College, and Jupiter High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. It offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and 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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Heidi P

Series 63

Palm Beach Gardens, FL

Wells Fargo Advisors

Heidi Pittell is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 63 designation and over 41 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. 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 tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

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

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Advisors

Adam Moldof is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Moldof is involved in investment-related business activities through ownership in AMAB LLC and Moldof GP, 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 planning menu and 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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Joseph G

CFP®, Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Advisors

Joseph George is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns a financial practice, Financial Fusion Corp. 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 cash-flow, retirement, education, and 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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Terrence B

ChFC®, Series 63, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Terrence Burns is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns and operates T BURNS CAPITAL LLC and has a minority interest in FINET OFFICE BURNS GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings 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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Perry G

CFP®, Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Advisors

Perry Greenfield is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He has held various roles within the Wells Fargo organization since 2009. Greenfield is also involved in managing Greenfield Investment Group LLC, a practice he owns and operates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and 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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Cesar P

Series 63, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Cesar Perez is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. 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, with tailored recommendations supported by Wells Fargo 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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Gary M

Series 63

Palm Beach Gardens, FL

Wells Fargo Advisors

Gary Mould is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds a Series 63 designation and has worked across various Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates GVM14, LLC. 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 tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and client summary letters.

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

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Advisors

Angela Silva is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo and its affiliates since 2009. Outside of her advisory role, Silva owns Orion Financial Services LLC and serves as treasurer for two nonprofit organizations, The Haven Home LLC and Children Achieving More Skills Inc. She is also an election worker for the Cuyahoga County Board of Elections. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services tailored through a broad menu covering various planning needs. The firm combines advisory services with other financial product offerings 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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Roni C

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Advisors

Roni Chase is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Chase worked at Janney Montgomery Scott for eight years and Wells Fargo Advisors LLC for seven years. Outside of advisory work, Chase is a majority owner of a merchant partnership, Chase GP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing implementation through 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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Terry C

Series 63, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Terry Campbell is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his primary role, he is involved with Integral Wealth Management, LLC, where he holds full ownership and acts as trustee, and he has a merchant partnership in Campbell GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services delivered through personalized recommendations using proprietary 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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Paul F

Series 63, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Paul Fordham is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has worked within various Wells Fargo entities since 2016. Outside of his advisory role, he co-owns Fordham Sales Inc., an investment-related business in Boynton Beach, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services that include specialized areas such as business-owner transition and special-needs planning. The firm combines planning tools and research with brokerage and advisory options, providing tailored recommendations to clients who meet a net-worth threshold.

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

Series 63, Series 65, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Russell Mahan is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Transamerica Capital and Ohio National Financial Services. Mahan serves as treasurer and advisory board member for the Max Fisher Boys & Girls Club and coaches youth financial literacy through the Jack and Jill Stock Market Challenge. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools to deliver tailored recommendations. The firm provides a broad range of planning services, including niche areas 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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Anthony G

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Advisors

Anthony Giordano is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior firms include Ameriprise, Linsco Private Ledger, and Citigroup Global Markets. He has a minority ownership interest in GIORDANO GP, LLC, a merchant partnership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory solutions 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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Benjamin C

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Benjamin Carbonella is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL. He holds a Series 66 designation and has seven years of experience at Wells Fargo Advisors, following five years at St. Joseph by the Sea 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. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with a range of specialized financial planning services available to clients who meet certain net-worth criteria.

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

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Advisors

Michael Cowan is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Wachovia Securities Financial Network since 2009. Outside of advisory work, Cowan serves as Treasurer of GGI Foundation Inc. and holds ownership positions in multiple investment-related business entities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm combines proprietary research and planning tools to develop tailored recommendations delivered 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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Mary Lee W

Series 63, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Mary Lee Widder is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials and having 19 years of industry experience. She has been with Wells Fargo Advisors since 2015 and also has ongoing involvement with Jusuru International and Powernetrealty.Com. Outside of her advisory role, Widder is an independent distributor for a healthcare product company and serves as a committee member for the Ballenisles Community Association. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, delivering tailored recommendations across various specialized planning areas.

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

Series 63, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Felix Rosado is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has worked in various capacities within the Wells Fargo organization since 2009, including roles at Wells Fargo Bank NA and Wells Fargo Clearing. Outside of his advisory work, Rosado has ownership interests in family and wealth management LLCs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad range of planning services and integrates advisory offerings with banking and other financial products through a large network of advisors.

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

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Blake Abadie is a financial advisor at Wells Fargo Advisors in Palm Beach Gardens, FL. He holds a Series 66 designation and has experience at EisnerAmper, Postlethwaite & Netterville, and previous roles in academia at Louisiana State University and Louisiana State University Shreveport. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, 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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Barbara L

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Advisors

Barbara Loew is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley. She has a 90% ownership interest in a merchant partnership, LOEW GP, LLC, based in Palm Beach Gardens, FL. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services like business-owner transition and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

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

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Lynne Cross is a Series 66 licensed financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, bringing 24 years of industry experience. She joined Wells Fargo Advisors in 2017 after working at various SunTrust entities from 2013 to 2017. Outside of her advisory role, she works as a travel advisor with Dream Vacations. 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 supported by proprietary research and planning tools, with planning engagements generally structured as discrete projects.

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

Series 63, Series 65, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Julie Wilbus is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63, 65, and 66 credentials with 11 years of industry experience. Her prior roles include positions at Morgan Stanley, First Republic, and JPMorgan Chase. 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 and integrates advisory services with banking, lending, and trustee services.

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

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Advisors

Michael Mcgarrity is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Mcgarrity is also the owner of MCG Wealth, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm utilizes Wells Fargo’s research and planning tools to develop tailored recommendations, with clients choosing implementation options through 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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Abby V

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Abby Vicencio is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 17 years of industry experience. She has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she co-owns Positive Outlook Holdings LLC, an investment-related business she operates with her spouse. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning services. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations delivered 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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