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Zachary W
CFP®, Series 66
Rochester, NY
Wells Fargo Advisors
Zachary Wagner is a CFP® designated financial advisor with five years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Ameriprise. Zachary began his career after attending St. John Fisher College. 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 areas and uses proprietary research and tools to develop tailored recommendations for its clients.
Susan K
Series 63
Rochester, NY
Wells Fargo Advisors
Susan Kyle is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 63 designation and 23 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2010. 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, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning.
Donald L
Series 66
Rochester, NY
Wells Fargo Advisors
Donald Lennox is a financial advisor at Wells Fargo Advisors in Rochester, NY, holding the Series 66 designation with two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked for Summit Services Unlimited Inc. for ten years. He is also a commissioned notary public. 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, special-needs analysis, and other complex client needs.
Carol R
Series 63, Series 65
Rochester, NY
Wells Fargo Advisors
Carol Ramsdell is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked within various segments of Wells Fargo since 2009. Outside of her advisory role, Ramsdell operates her own investment-related business and holds a minority interest in another wealth management firm; she is also a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.
Todd G
Series 66
Rochester, NY
Wells Fargo Advisors
Todd Gunther is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and having 28 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Gunther owns and operates a separate investment-related business, TODD M. GUNTHER, INC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm provides tailored recommendations supported by proprietary research and planning tools, offering clients a variety of planning options that include specialized services such as business-owner transition and special-needs analysis.
Victoria R
Series 66
Rochester, NY
Wells Fargo Advisors
Victoria Ruetz is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. Her career includes two prior four-year periods at Wells Fargo Advisors, separated by four years at Mengel Metzger Barr & Co., LLP. She is also a licensed Certified Public Accountant based in Rochester, NY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services supported by proprietary research and tools, coordinating advisory services with various financial products and referral channels.
Marc J
Series 63, Series 65
Rochester, NY
Wells Fargo Advisors
Marc Johnson is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked with Wells Fargo Advisors and its related entities since 2009. Outside of advising, he has co-ownership interests in a properties company and Cornerstone Wealth Management. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored through a broad menu of planning options. The firm utilizes proprietary research and planning tools, offering clients discretionary choice in implementing recommendations across brokerage and advisory programs.
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