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Kimberly M
Series 66, Series 63
Scottsdale, AZ
Wells Fargo Advisors
Kimberly Mccauley is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She has previously worked at SVB Bank, LPL Financial, Early Warning LLC, and Charles Schwab. Kimberly holds Series 66 and Series 63 credentials. Outside of her advisory role, she serves as co-trustee for her parents' trust. Wells Fargo Advisors Financial Network is a large 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 and investment strategies, utilizing proprietary research and tools to develop tailored recommendations for clients.
Jaicie S
Series 63, Series 66
Scottsdale, AZ
Wells Fargo Advisors
Jaicie Sangoi is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, Bank of America, and Walgreens Corporate Office. 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 using proprietary research and tools, delivering tailored recommendations through both meetings and written summaries.
Priscilla B
Series 63, Series 66
Scottsdale, AZ
Wells Fargo Advisors
Priscilla Blanco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at Charles Schwab, Bank of America, Robert W Baird & Co Inc, and Edward Jones. Outside of finance, she works as an independent contractor driver for DoorDash. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.
Kristen L
Series 63, Series 65
Scottsdale, AZ
Wells Fargo Advisors
Kristen Luikens is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a wide range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.
Mary Anne H
Series 63, Series 65
Scottsdale, AZ
Wells Fargo Advisors
Mary Anne Hartigan is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Northwestern Mutual Investment Services and RBC Capital Markets. Outside of her advisory role, she works as a sales associate in women's clothing retail. 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 menu of financial planning services using proprietary research and tools, with planning engagements that are typically discrete and tailored to client needs.
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