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Michael R

Series 63, Series 66

Tallahassee, FL

Wells Fargo Advisors

Michael Roper is a financial advisor with Wells Fargo Advisors in Tallahassee, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Massachusetts Mutual Life Insurance Company. He serves as a trustee of trusts for nephews and is a principal owner of two financial-related entities based in Tallahassee. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, utilizing proprietary research and 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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Bruce R

Series 66

Tallahassee, FL

Wells Fargo Advisors

Bruce Roberson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked in various capacities within the Wells Fargo organization since 2009. Roberson has ownership interests in two investment-related businesses based in Tallahassee, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels, offering tailored recommendations through its 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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Michael J

Series 63

Tallahassee, FL

Wells Fargo Advisors

Michael Jordan is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He has worked across several Wells Fargo entities since 2009, with prior experience at A. G. Edwards & Sons, Inc. from 1994 to 2008. He holds a Series 63 designation and is based in Tallahassee, FL. 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, including specialized areas such as business-owner transition and sports & entertainment planning, using 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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Amy P

Series 63, Series 66

Tallahassee, FL

Wells Fargo Advisors

Amy Perrin is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds Series 63 and Series 66 registrations. Perrin has worked within various Wells Fargo entities since 2013, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementation.

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

Series 66

Tallahassee, FL

Wells Fargo Advisors

Kyle Crilow is a financial advisor with Wells Fargo Advisors in Tallahassee, FL, holding a Series 66 designation and bringing nine years of industry experience. His prior work includes roles at Wells Fargo Clearing, The Gabor Agency, Lincoln Investment, and JZ Expedited Logistics. He is also involved in private investment management through ownership interests in two related entities in Tallahassee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing research and planning tools to develop tailored recommendations across a broad range of financial needs.

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

Series 66

Tallahassee, FL

Wells Fargo Advisors

Gloria Woodford is a financial advisor with Wells Fargo Advisors in Tallahassee, FL, holding a Series 66 designation and 16 years of industry experience. She has worked within various Wells Fargo entities since 1999 and serves as a notary public in Florida. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a broad range of financial planning services tailored to clients who meet specific net-worth criteria. The firm combines advisory services with other financial products and referral channels to deliver customized recommendations.

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

Series 66

Tallahassee, FL

Wells Fargo Advisors

Anuradha Iyer is a financial advisor at Wells Fargo Advisors in Tallahassee, FL, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. outside of her advisory work, she worked as a homemaker for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services tailored to clients who meet certain net-worth thresholds, 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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