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Scott R
Series 66
Savannah, GA
Wells Fargo Clearing
Scott Richardson is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has partial ownership in a company involved with rental properties, primarily serving student tenants. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to guide investment decisions and provides both brokerage and advisory solutions across a large network of advisors.
Michael T
Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
Michael Taylor is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for the Jones at Whitaker HOA. 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 uses research-driven strategies and offers a range of brokerage and advisory solutions, supported by a large network of financial advisors.
William H
Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
William Hannan is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, following a 12-year tenure at Merrill. His outside activities include occasional assistance with a family-owned business in Savannah, Georgia. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.
Morgan C
Series 66
Savannah, GA
Wells Fargo Clearing
Morgan Carter is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked with Junior Achievement of Georgia for one year. 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.
Kerri K
Series 66
Savannah, GA
Wells Fargo Clearing
Kerri Kanoy is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and 23 years of industry experience. She worked at Truist Investment Services, Inc. for 12 years before joining Wells Fargo in 2016. Kanoy serves as an administrator for her father's estate. 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 utilizes research and analytics to support its investment approach and operates with more than 14,000 financial advisors managing approximately $671 billion in assets.
Alex W
Series 63, Series 66
Savannah, GA
Wells Fargo Clearing
Alex Wren is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent two years at UBS Financial Services 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.
Jason F
Series 63, Series 66
Savannah, GA
Wells Fargo Clearing
Jason Ford is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Outside of his advisory role, Ford is involved in multiple business ventures, including ownership of several rental properties and a restaurant in Savannah, GA. Wells Fargo Advisors is a large national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs a research-driven approach that incorporates diversification and modern portfolio theory while offering both brokerage and advisory solutions.
Ronald A
Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
Ronald Aspinwall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with 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, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.
James M
Series 63, Series 66
Savannah, GA
Wells Fargo Clearing
James Magness Jr. is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, and United Community 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.
Christopher F
CFP®, Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
Christopher Frohn is a Certified Financial Planner (CFP®) with 19 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2007. He is based in Savannah, GA. He is affiliated with Wells Fargo Advisors, a national securities firm that provides investment advisory services, financial planning, 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.
Louis B
Series 66
Savannah, GA
Wells Fargo Clearing
Louis Brody is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 designation and seven years of industry experience. He has been with 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to evaluate investment options based on diversification and modern portfolio theory.
Robert P
CFP®, Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
Robert Pross is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021. His prior roles include positions at Oppenheimer & Co. Inc, JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Bernstein Global Wealth Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach 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.
William B
Series 63
Savannah, GA
Wells Fargo Clearing
William Batchelor is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 32 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining Wells Fargo in 2024. Batchelor serves as a board member of the Savannah Bulldog Club. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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.
Nathan D
CFP®, Series 66
Savannah, GA
Wells Fargo Clearing
Nathan Durham is a CFP® and holds a Series 66 license with four years of industry experience. He has been with Wells Fargo Clearing since 2022 and previously worked at Whole Foods Market and the YMCA of Coastal Georgia. 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 offers both brokerage and advisory solutions and leverages research from Wells Fargo Investment Institute along with third-party data to support its investment approach.
Richard K
Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
Richard Kirsch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes prior roles at Credit Suisse Securities and Lehman Brothers. He co-owns Kirsch Investments LLC, a family investment holding company, which he manages alongside his spouse. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm operates on a large scale and uses research and analytics to support diversified investment approaches.
Heather S
Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
Heather Stanley is a financial advisor with Wells Fargo Clearing in Savannah, GA. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee and holds powers of attorney related to family financial matters. 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 uses research and analytics to guide investment options and offers both brokerage and advisory solutions.
Mariaglenda H
Series 63
Savannah, GA
Wells Fargo Clearing
Mariaglenda Harris is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 17 years of industry experience. She has been with 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Margaret M
Series 66, Series 63
Savannah, GA
Wells Fargo Clearing
Margaret Mcintyre is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has spent the majority of her career at Wells Fargo Clearing, with two separate tenures totaling nearly 19 years. Outside of her advisory work, she serves as an executor for her spouse’s estate. 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 uses research and analytics to guide its investment approach and offers both brokerage and advisory solutions at a large scale.
John K
Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
John Kurinij is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He previously worked at Stifel for 15 years before joining Wells Fargo in 2024. Outside of his advisory work, he is an author who has written and published a memoir. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.
Ashley D
Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
Ashley Dando is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She worked at Merrill from 1999 to 2012 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she has partial ownership in a local business called Two Smart Cookies. 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 combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory to support its advisory solutions.
Harry M
Series 63, Series 66
Savannah, GA
Wells Fargo Clearing
Harry Moore II is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of his advisory role, Moore serves as chair of the Endowment Committee for the Boy Scouts of America Coastal Georgia Council and is a member of the finance committees for both the Coastal Georgia Council and Christ Church Anglican. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutional investors. The firm combines research-driven investment strategies with access to a wide range of financial products through affiliated entities.
Alan K
Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
Alan Kinney is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and having 43 years of industry experience. His prior work includes roles at Merrill and Morgan Stanley DW Inc. Outside of his advisory work, he serves as power of attorney for a family member. 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 combines in-house research and third-party analytics, offering both brokerage and advisory solutions across a broad range of financial products.
John C
Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
John Clements is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and is also the majority owner of Legacy Asset Management, LLC, an investment-related business in Richmond Hill, GA. 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 supported by research from Wells Fargo Investment Institute and third-party data.
Barrett B
Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
Barrett Benton is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Aaron T
Series 66
Savannah, GA
Wells Fargo Clearing
Aaron Tillinger is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Bank of America N.A. and Merrill. He serves on the Board of Trustees at St. Andrew’s School and is Vice President of its Investment Committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.
Lawrence B
Series 63, Series 65
Savannah, GA
Wells Fargo Clearing
Lawrence Brody is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing for 10 years. Brody has ownership interests in investment-related entities including DABLAB, LLC and a minority stake in Olivia's Center LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics-driven approaches and offers both brokerage and advisory solutions with a broad range of financial products.
Carrie F
Series 66
Savannah, GA
Wells Fargo Clearing
Carrie Fornof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing Services since 2016 and was previously with Morgan Stanley from 2010 to 2016. Based in Savannah, GA, she provides investment advisory services as part of a large institutional firm. 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 combines research and analytics with a broad offering of brokerage and advisory solutions.
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