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Jill A

Series 66

St. Louis, MO

Wells Fargo Advisors

Jill Anderson is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized offerings such as business-owner transition planning and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation through various 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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Jeffrey T

Series 66

St. Louis, MO

Wells Fargo Advisors

Jeffrey Thomason is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 and previously at Stifel from 2008 to 2011. He is co-trustee of a family irrevocable trust related to estate planning. 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 planning menu tailored to clients meeting a net-worth threshold, with recommendations supported by Wells Fargo research and 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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Matthew M

Series 66

St. Louis, MO

Wells Fargo Advisors

Matthew Miller is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in a marketing and parts design business called JH Choppers & Machine in Maryville, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementing those through various 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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Joey H

Series 66

St. Louis, MO

Wells Fargo Advisors

Joey Huynh is a Series 66-licensed financial advisor with Wells Fargo Advisors in St. Louis, MO, and has 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a fitness instructor at F45 Training Chesterfield. 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 planning menu and integrates advisory services 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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Timothy M

Series 66

St. Louis, MO

Wells Fargo Advisors

Timothy Mccalla is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 services including retirement, wealth transfer, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning 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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Charity W

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Charity Wrigley is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2018, with prior experience at Stifel Nicolaus & Co Inc from 2014 to 2018. 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, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary 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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David B

Series 65, Series 66

St. Louis, MO

Wells Fargo Advisors

David Beldon is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 65 and Series 66 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and was previously employed at Mercer Investments from 2005 to 2018. 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 through a network of financial advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to support 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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Desiree C

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Desiree Casey is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Wells Fargo Clearing Services in 2018, she worked at RHI General Group and has experience in various roles including at Southern Illinois University and Arby's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options, including cash-flow, retirement, and niche services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning 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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Michael G

Series 63, Series 65

St. Louis, MO

Wells Fargo Advisors

Michael Grimm is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Gallatin Asset Management, UBS Financial Services, and Citigroup Global Markets. He has been with Wells Fargo Clearing since 2016. 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, including specialized areas such as business-owner transition and sports & entertainment planning, and uses 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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Matthew T

Series 66, Series 63

St. Louis, MO

Wells Fargo Advisors

Matthew Tipton is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 66 and Series 63 licenses with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, catering 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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Nicholas D

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Nicholas Derbak is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 credentials and five years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2021 and has prior experience at Us Tech Solutions and academic roles at Maryville University and the University of Missouri Columbia. 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, including specialized areas such as business-owner transition and special-needs analysis, using proprietary 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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L W

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

L Walker is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. They hold Series 63 and Series 66 licenses and have been with Wells Fargo Clearing since 2017. Wells Fargo Advisors is an institutional firm with a large network of over 2,200 advisors, serving a broad client base with a wide range of investment services.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Peter Talluto is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his parents in matters related to investments. 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 retirement, education, and specialized areas such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo 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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Alex M

Series 66

St. Louis, MO

Wells Fargo Advisors

Alex Morris is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 24 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Wells Fargo Clearing Services LLC in 2016. Wells Fargo Advisors Financial Network is a 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 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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Sherrie L

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Sherrie Lawrence is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2009. Outside of her advisory role, she acts as power of attorney and executor for her daughter. 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 and uses proprietary research and tools to develop tailored recommendations, delivering them 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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Christopher P

Series 66

St. Louis, MO

Wells Fargo Advisors

Christopher Penrod is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for a total of 10 years before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm’s services include a broad planning menu covering cash-flow, retirement, education, risk, wealth-transfer, and niche areas such as business-owner transition and special-needs planning.

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

Series 63, Series 66

St. Louis, MO

Wells Fargo Advisors

Kevin Osborn is a financial advisor at Wells Fargo Advisors in St. Louis, MO, with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Clearing Services, he served in both active duty and reserve roles with the Department of Defense and has professional experience in education and technology sectors. 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 tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop personalized recommendations.

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

Series 66

St. Louis, MO

Wells Fargo Advisors

Judith Nelson is a financial advisor with Wells Fargo Advisors in St. Louis, Missouri, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is a board member of a local homeowners association, participates in mystery shopping assignments, and owns a small business selling handmade items online. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by proprietary research and a broad menu of planning options.

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

Series 66

St. Louis, MO

Wells Fargo Advisors

Michael Keller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Financial Corp for six years before joining Wells Fargo Clearing Services LLC in 2018. Outside of his advisory role, he is involved in lawncare and landscaping on a limited basis. 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, including niche areas such as business-owner transition and special-needs analysis, 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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Jason Z

Series 66

St. Louis, MO

Wells Fargo Advisors

Jason Zack is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the Mortgage Research Center, LLC. His background also includes two years at Fontbonne University. 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 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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