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Jeffrey K
Series 66
Winston Salem, NC
Wells Fargo Clearing
Jeffrey Kerrigan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent seven years at UBS Financial Services. Outside of his advisory role, he is involved in a real estate business that purchases and flips houses in Greensboro, NC. 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.
Mary G
Series 63
Winston Salem, NC
Wells Fargo Clearing
Mary Godino is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and holds a Series 63 designation. 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 databases.
Brittany M
CFP®, CFA®, Series 66
Winston Salem, NC
Wells Fargo Clearing
Brittany Midyette is a CFP®, CFA®, and holds a Series 66 license, currently working with Wells Fargo Clearing. She has one year of experience at Wells Fargo Clearing and over a decade in the financial industry, including nine years at Bank of America and four years with Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 and analytics from Wells Fargo Investment Institute.
John S
Series 63, Series 65
Winston Salem, NC
Wells Fargo Clearing
John Schmitt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing for 10 years. Outside of his advisory role, he holds powers of attorney for family members related to investment 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.
Mary M
Series 63, Series 65
Winston Salem, NC
Wells Fargo Clearing
Mary Martin is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials and 39 years of industry experience. Her career includes ten years at Wells Fargo Clearing and previous roles at Morgan Stanley from 2002 to 2011. Outside of her advisory work, she serves as co-trustee for family trusts and is involved in estate planning activities. 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 through over 14,000 advisors, employing research-driven investment approaches and offering a range of brokerage and advisory solutions.
Megan A
Series 66
Winston Salem, NC
Wells Fargo Clearing
Megan Ayscue is a Series 66-credentialed financial advisor at Wells Fargo Clearing with one year of industry experience. Her prior work includes roles at the United States Attorney's Office in Maryland and North Carolina, the United States House of Representatives, and various private sector positions. She is a finance committee member at Highland Presbyterian Church in Winston Salem, where she helps manage church finances. 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 and analytics.
William C
Series 66
Winston Salem, NC
Wells Fargo Clearing
William Cary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 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, 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.
Thomas D
Series 63, Series 66
Winston Salem, NC
Wells Fargo Clearing
Thomas Dillon is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Harbor Wealth Partners, Level Four Financial, Raymond James Financial, and Cetera Wealth 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 employs over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
Wesley P
Series 63, Series 65
Winston Salem, NC
Wells Fargo Clearing
Wesley Perry is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he is a 33% owner of Herron View, LLC, a real estate investment entity. 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.
Katharine C
Series 66
Winston Salem, NC
Wells Fargo Clearing
Katharine Cain is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at AeroTek in 2019. Outside of her advisory role, she has been involved with Old Town Draught House since 2015. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.
Geoffrey L
Series 63, Series 65
Winston Salem, NC
Wells Fargo Clearing
Geoffrey Lynch is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses and having 26 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, offering investment advisory services, financial planning, and retirement plan consulting. The firm operates with over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.
Amy P
Series 66
Winston Salem, NC
Wells Fargo Clearing
Amy Pitts is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 66 designation and approximately one year of industry experience. Her prior work includes roles at Younique and nearly a decade with Winston Salem Forsyth County Schools at Sedge Garden Elementary. 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 roughly $671 billion in assets across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.
John M
CFP®, Series 63, Series 65
Winston Salem, NC
Wells Fargo Clearing
John Martin is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held positions at A. G. Edwards & Sons, Inc. and Charles Schwab. Based in Winston Salem, NC, Martin holds Series 63 and Series 65 licenses. 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.
Michael S
CFP®, Series 66
Winston Salem, NC
Wells Fargo Clearing
Michael Sigmon is a CFP® professional with 19 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Morgan Keegan & Company, LLC. In addition to his advisory role, he is a military reservist in the North Carolina Army National Guard and holds a real estate license in North Carolina. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
Megan S
Series 63, Series 65
Winston Salem, NC
Wells Fargo Clearing
Megan Sassone is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various roles within Wells Fargo and its affiliates since 2017. Prior to joining Wells Fargo, she was employed at Furnitureland South 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 both brokerage and advisory solutions.
Brian H
Series 63, Series 65
Winston Salem, NC
Wells Fargo Clearing
Brian Hunsberger is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses. He has 31 years of industry experience and has been with Wells Fargo Clearing since 2016. He serves as a finance committee member of the High Point Country Club. 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-driven approaches grounded in diversification and modern portfolio theory and offers a broad range of brokerage and advisory solutions.
Neil R
Series 63, Series 65
Winston Salem, NC
Wells Fargo Clearing
Neil Rebello is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Securities 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
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