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Thomas B

Series 63, Series 65

Marco Island, FL

Wells Fargo Clearing

Thomas Bishop is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Wells Fargo Clearing in 2024. Outside of his advisory role, he serves on the board of directors for the Kinnelon Ice Hockey Club, where he also coaches and organizes a summer camp. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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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William H

Series 63, Series 65

Marco Island, FL

Wells Fargo Clearing

William Hudson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Wells Fargo since 2011, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as a trustee for his sister’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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