Gregory Beck is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with 10 years of industry experience. He worked at TIAA and TIAA-CREF from 2014 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lauren Williams is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. She has been with Wells Fargo entities since 2019 and operates a separate photography business, Lauren Davonne Photography, which she has owned since 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions, supported by extensive research and a large advisor network.

Phillip Nivens is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing during two periods, totaling seven years, and also spent three years with Truist Advisory Services. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.