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Dwight C

Series 66

Arlington, VA

Wells Fargo Clearing

Dwight Cates is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Edward Jones for two years and spent 15 years at Fluor Corporation. He serves on the board of the Falls Church Chamber of Commerce in Virginia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from its investment institute to guide portfolio construction.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Business ownership considerations Oil & Gas
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