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Stephen F
Series 63
Stowe, VT
Wells Fargo Advisors
Stephen Frank is a financial advisor with Wells Fargo Advisors, holding a Series 63 license and over 41 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Frank is a co-trustee for his father's estate and a power of attorney and trustee for his mother, managing those responsibilities with limited monthly involvement. He is also a majority owner of Frank Brooks Florio Wealth Management LLC, where he dedicates substantial time to managing the practice. 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 certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.
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