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Laney S
Series 66, Series 63
Waxhaw, NC
Wells Fargo Clearing
Laney Savoie is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Brighthouse Financial, Genesee Regional Bank, and Wells Fargo Advisors. 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.
Amy S
Series 63, Series 66
Waxhaw, NC
Wells Fargo Clearing
Amy Sullivan is a financial advisor with Wells Fargo Clearing in Waxhaw, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at UBS Financial Services Inc. from 2016 to 2017. Outside of her advisory role, she owns and operates Three Point Consulting, providing administrative and bookkeeping services. 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 mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
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