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Maurice N

Series 65, Series 63

Birmingham, AL

Wells Fargo Clearing

Maurice Nix is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo, he worked at K and G Mens Clothing and Lowe's Home Improvement. Outside of finance, he serves as the assistant music director for Saint Paul AME in Birmingham, Alabama, and is an independent musician. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Evan M

Series 63, Series 65

Birmingham, AL

Wells Fargo Clearing

Evan Moorer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, NA and Guardian Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Philip M

Series 63, Series 66

Birmingham, AL

Wells Fargo Clearing

Philip Mcdonald is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm uses an IPS-driven process grounded in modern portfolio theory and includes insurance-related investment options alongside traditional products.

Retired Founder/Business Owner
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