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Andrew C
Series 63, Series 65
Mount Pleasant, SC
Wells Fargo Clearing
Andrew Craig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo since 2009, initially with Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he owns a 20% interest in Big T's Coastal Provisions in Mount Pleasant, SC. 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 roughly $671 billion in assets with over 14,000 financial advisors, providing both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.
Mary Beth H
Series 63, Series 66
Mount Pleasant, SC
Wells Fargo Clearing
Mary Beth Harlow is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2014, including her current role at 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.
James P
Series 63, Series 65
Mount Pleasant, SC
Wells Fargo Clearing
James Platzer is a financial advisor with Wells Fargo Clearing in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked with Wells Fargo Advisors LLC since 2009 and joined Wells Fargo Clearing in 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, relying on research and analytics to support its investment approach.
Robert B
Series 63, Series 65
Mount Pleasant, SC
Wells Fargo Clearing
Robert Blitch is a financial advisor with Wells Fargo Clearing in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Leo M
CFP®, ChFC®, Series 63, Series 65
Mount Pleasant, SC
Wells Fargo Clearing
Leo Mclaughlin is a financial advisor with Wells Fargo Clearing in Mount Pleasant, SC, holding CFP® and ChFC® designations with 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as a board member of the Disabilities Board of Charleston County, which supports people with disabilities and special needs. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.
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