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Christopher D

Series 66

Dunwoody, GA

Wells Fargo Clearing

Christopher Dos Santos is a financial advisor with Wells Fargo Clearing holding a Series 66 license and two years of industry experience. Prior to joining Wells Fargo Bank and Wells Fargo Clearing in 2026, he worked at Bank of America and Merrill from 2024 to 2026. Outside of his advisor role, he works as a delivery driver for Amazon Flex and Shipt. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Retired Founder/Business Owner
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Richard W

Series 66

Dunwoody, GA

Wells Fargo Clearing

Richard Ward is a financial advisor with Wells Fargo Clearing in Dunwoody, GA, holding a Series 66 designation and 28 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, 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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Bradford W

Series 66

Dunwoody, GA

Wells Fargo Clearing

Bradford Walsh is a financial advisor with Wells Fargo Clearing based in Dunwoody, GA. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Ameriprise Financial Services. Walsh has been with Wells Fargo since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Retired Founder/Business Owner
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