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Charles A

Series 63, Series 65

Bonita Springs, FL

Wells Fargo Clearing

Charles Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a partner in a real estate business based in Grandville, Michigan. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Retired Founder/Business Owner
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Kevin B

Series 63, Series 65

Bonita Springs, FL

Wells Fargo Clearing

Kevin Birch is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He previously worked at UBS Financial Services for six years before joining Wells Fargo in 2016. Birch serves as a trustee and distribution adviser for several unit investment trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and uses research and analytics from Wells Fargo Investment Institute along with third-party databases to evaluate investment options.

Retired Founder/Business Owner
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George B

Series 63

Bonita Springs, FL

Wells Fargo Clearing

George Bryan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Bryan serves as an investment committee member for the First Presbyterian Church in Brentwood, Tennessee. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Jeffrey T

Series 63, Series 65

Bonita Springs, FL

Wells Fargo Clearing

Jeffrey Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and having 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2004 to 2011. He serves as co-trustee for his spouse's revocable trust. 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 employs a research-driven investment approach and offers both brokerage and advisory solutions through a large network of financial advisors.

Retired Founder/Business Owner
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Jeffrey B

Series 63, Series 65

Bonita Springs, FL

Wells Fargo Clearing

Jeffrey Brockway is a financial advisor with Wells Fargo Clearing in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Wells Fargo Clearing since 2016. 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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Matthew C

Series 66

Bonita Springs, FL

Wells Fargo Clearing

Matthew Cole is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third for over a decade. 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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