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Matthew E

Series 66

Wilmington, NC

Wells Fargo Advisors

Matthew Elvington is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding a Series 66 designation and having one year of industry experience. Prior to joining Wells Fargo Advisors, he worked for Wells Fargo Bank, N.A. for 20 years. 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, risk, and wealth-transfer planning, utilizing 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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Andrea D

CFP®, Series 66

Wilmington, NC

Wells Fargo Advisors

Andrea Doolan is a CFP® and Series 66 registered financial advisor at Wells Fargo Advisors with 19 years of industry experience. She has previously worked at UBS Financial Services and Bank of America, N.A. She is also the owner of an LLC that manages residential real estate rentals in Wilmington, North Carolina. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial product offerings 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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Michael B

CFP®, Series 66

Wilmington, NC

Wells Fargo Advisors

Michael Brown is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Wells Fargo Advisors in Wilmington, NC, where he has worked since 2022, following three years at Wells Fargo Clearing and 11 years at First Citizens Investor Services. Brown also holds a minority ownership in J.R. Murchison & Partners LLC, an investment-related business in Wilmington. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business transitions, special needs, and divorce, supported by proprietary research and tools.

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

CFP®, Series 63, Series 65, Series 66

Wilmington, NC

Wells Fargo Advisors

Reid Murchison is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He is the author of the book *What I Really Want My Children to Know About Money* and serves as a board member and vice chair of The Davis Community in Wilmington, NC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, risk, and wealth-transfer strategies. The firm integrates advisory services with other financial products and referral channels, supporting tailored recommendations through 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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Geoffrey C

CFP®, Series 63, Series 66

Wilmington, NC

Wells Fargo Advisors

Geoffrey Collins is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He has worked in various capacities within Wells Fargo’s network since 2009. Outside of his advisory role, he holds a 10% ownership interest in J.R. Murchison & Partners, LLC, an investment-related business based in Wilmington, NC. 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 institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and divorce planning, 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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Abigail J

Series 66

Wilmington, NC

Wells Fargo Advisors

Abigail Jenkins is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She has held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC throughout her career. Abigail holds a Series 66 designation. 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 institutional clients. The firm provides a broad planning menu covering cash-flow, retirement, education, risk, wealth-transfer, and specialized services 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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Hayley B

Series 66

Wilmington, NC

Wells Fargo Advisors

Hayley Byrd is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Wells Fargo Advisors and its affiliated entities since 2013. Wells Fargo Advisors Financial Network is a large 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 planning menu through a network of advisors, including specialized services such as business-owner transition planning and special-needs analysis.

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

CFP®, Series 66

Wilmington, NC

Wells Fargo Advisors

David Brownlow is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He previously worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors LLC from 2009 to 2016. Brownlow serves as a board member of The Episcopal Foundation of the Diocese of East Carolina and is the secretary/treasurer of the Boys & Girls Club of Southeastern NC Foundation. 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 and develops tailored recommendations using Wells Fargo research and tools, with clients able to select implementation through its 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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Conor J

Series 66

Wilmington, NC

Wells Fargo Advisors

Conor Johnson is a financial advisor at Wells Fargo Advisors with one year of industry experience. He previously worked at JPMorgan Chase & Co. for four years, Omnicom Media Group for three years, and Huron Consulting Group for two years. He holds a Series 66 credential. 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 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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Frances G

CFP®, Series 63, Series 65

Wilmington, NC

Wells Fargo Advisors

Frances Goodman is a CFP® professional with 40 years of experience in financial advising. She has been with Wells Fargo Advisors since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Goodman serves as the treasurer for the Champion McDowell Davis Charitable Foundations and participates in financial oversight roles for local nonprofit organizations. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and 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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Jennifer E

Series 66

Wilmington, NC

Wells Fargo Advisors

Jennifer Edwards is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding a Series 66 designation and bringing 13 years of industry experience. Her career has been with Wells Fargo-affiliated firms since 2007. Outside of her advisory role, she co-owns rental properties with her spouse. 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 using proprietary research and tools, with tailored recommendations delivered 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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