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Emma B

Series 66

Pittsford, NY

Wells Fargo Advisors

Emma Bouchard is a financial advisor at Wells Fargo Advisors with Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo Advisors, she worked at isolved and Paychex, and she has a background in higher education from John Carroll University. Outside of her advisory role, she works part-time as a cashier at Red Bird Market, a grocery store in Fairport, NY. Wells Fargo Advisors Financial Network is a 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 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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Louis B

Series 63

Pittsford, NY

Wells Fargo Advisors

Louis Bouchard III is a Series 63 licensed financial advisor with 40 years of industry experience, currently with Wells Fargo Advisors since 2010. He owns Bouchard Financial Group and serves as co-trustee for his mother’s trust and executor for his father’s estate. 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 special-needs planning, utilizing Wells Fargo 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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Brett B

Series 66

Pittsford, NY

Wells Fargo Advisors

Brett Bouchard is a financial advisor with Wells Fargo Advisors in Pittsford, NY, holding a Series 66 designation and bringing seven years of industry experience. Prior to joining Wells Fargo Advisors in 2017, he was involved with The Lost Borough Brewing Company and Guglielmo Sauce LLC, and also worked at Rochester Institute of Technology. Outside of his advisory role, he serves as secretary for Bouchard Financial Group and is a commissioned notary in New York. Wells Fargo Advisors Financial Network is a 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 using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory options.

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