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Jack W

Series 66, Series 63

Roswell, GA

Wells Fargo Clearing

Jack Wang is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding Series 66 and Series 63 designations and possessing 11 years of industry experience. His prior roles include positions at PNC Investments LLC and PNC Bank. 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, utilizing research from Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory in its investment approach.

Retired Founder/Business Owner
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Alexandria W

Series 66

Roswell, GA

Wells Fargo Clearing

Alexandria Williams is a Series 66-licensed financial advisor with four years of industry experience. She has worked at Wells Fargo Clearing since 2025 and previously spent seven years at Merrill. Prior to her financial services career, she held roles at Seasons 52, Darden Inc. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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