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Richard T

Series 63, Series 66

Blue Bell, PA

Wells Fargo Clearing

Richard Trotta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Citizens Securities, Santander Securities, StoneX Advisors, Coinbase Capital Markets, and multiple prior tenures at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and leverages research and analytics to support investment decisions, including retirement plan services and a range of financial products distributed through affiliated banks and insurance entities.

Retired Founder/Business Owner
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William M

Series 63, Series 65

Blue Bell, PA

Wells Fargo Clearing

William Michetti is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as executor and holds power of attorney for his domestic partner. 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 combines in-house research with third-party analytics to guide investment decisions.

Retired Founder/Business Owner
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Benjamin K

Series 63, Series 66

Blue Bell, PA

Wells Fargo Clearing

Benjamin Kline is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Bank of America, Merrill, and The Vanguard Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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