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Ellen M
Series 63, Series 65, Series 66
Wellesley, MA
Wells Fargo Advisors
Ellen Mccormack is a financial advisor with Wells Fargo Advisors in Wellesley, MA, holding Series 63, 65, and 66 credentials and 14 years of industry experience. Her career includes positions at Wells Fargo Clearing and Morgan Stanley DW Inc., with a decade spent as a stay-at-home mom. 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 investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, supported by Wells Fargo’s research and planning tools.
Peter B
Series 63, Series 65
Wellesley, MA
Wells Fargo Advisors
Peter Burbank is a financial advisor at Wells Fargo Advisors with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors and its affiliated entities since 2016. Located in Wellesley, MA, his background spans over four decades in the financial services industry. 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 through a broad planning menu. The firm offers tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners, sports, entertainment, and other specific client needs.
Michael B
CFP®, Series 66
Wellesley, MA
Wells Fargo Advisors
Michael Burbank is a CFP®-designated financial advisor with Wells Fargo Advisors in Wellesley, MA, bringing 13 years of industry experience. He has been with Wells Fargo Advisors since 2019 and was previously with Wells Fargo Clearing from 2016 to 2019. Outside of his advisory role, he has a 50% ownership interest in Burbank Wealth Management, a financial practice in Wellesley. 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 broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce.
Amy C
Series 66
Wellesley, MA
Wells Fargo Advisors
Amy Corsi is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 30 years of industry experience. She previously worked at Seegel Lipshutz Lo & Martin and Bowditch & Dewey. 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, including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis.
Matthew P
Series 66
Wellesley, MA
Wells Fargo Advisors
Matthew Perron is a financial advisor with Wells Fargo Advisors in Wellesley, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at CVS Health and Midtown Market. 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, using proprietary research and planning tools to deliver tailored recommendations.
Peter B
Series 63, Series 65
Wellesley, MA
Wells Fargo Advisors
Peter Burbank is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2019, following three years with Wells Fargo Clearing. He is also a 50% owner of Burbank Wealth Management, an independent financial planning practice based in Wellesley, MA. 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 that advisors tailor using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.
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