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Gregory S

Series 63, Series 66

The Villages, FL

Wells Fargo Clearing

Gregory Sullivan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes multiple tenures at Wells Fargo Clearing and a five-year period at Benjamin F. Edwards & Company, Inc. 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 supports a large network of over 14,000 advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Jeffrey S

Series 63, Series 66

The Villages, FL

Wells Fargo Clearing

Jeffrey Sustarsic is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward Jones for 22 years before joining Wells Fargo in 2023. Outside of his advisory role, he serves on the City of Leesburg Recreation Advisory Board. 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 and analytics to support diversified investment approaches.

Retired Founder/Business Owner
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Michelle D

Series 63

The Villages, FL

Wells Fargo Clearing

Michelle Drawdy is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC from 1998 to 2003. She holds the Series 63 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Andrew H

Series 63, Series 66

The Villages, FL

Wells Fargo Clearing

Andrew Haliday is a financial advisor at Wells Fargo Clearing with 12 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, he serves as Treasurer for the Forward Paths Foundation and is a Finance Committee Member at the AdventHealth Waterman Foundation, where he is involved in financial oversight and fundraising efforts. 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 combines research and analytics with diversified investment strategies and provides a broad range of financial products through affiliated entities.

Retired Founder/Business Owner
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Michael H

Series 63, Series 65

The Villages, FL

Wells Fargo Clearing

Michael Hopkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations, and has 26 years of industry experience. He previously worked at Morgan Stanley and A.G. Edwards & Sons, Inc. Hopkins is a co-owner of HOPCO PARTNERS LLC, an investment-related business, and serves as a co-trustee and successor trustee for family trusts. 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 supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Devon F

Series 63, Series 66

The Villages, FL

Wells Fargo Clearing

Devon Ferdon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 registrations and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advisory work, he is a notary public in The Villages, FL. 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 from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Fulbia W

Series 63, Series 65

The Villages, FL

Wells Fargo Clearing

Fulbia Westfall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1997 to 2003. Outside of her advisory role, she works part-time as a cashier at Publix in Ocala, FL. 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 providers.

Retired Founder/Business Owner
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David B

Series 63, Series 66

The Villages, FL

Wells Fargo Clearing

David Burzotta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at Merrill, Advest, Inc., and Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party databases in its investment approach.

Retired Founder/Business Owner
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