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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 been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 driven by investment policy statements and modern portfolio theory, with an advisory approach that includes a broader range of financial products than typical for large institutional advisers.

Retired Founder/Business Owner
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Brenda B

Series 63, Series 66

Winston-Salem, NC

Cetera

Brenda Blankenship is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the Cetera network since 2000. Additionally, she is involved in an insurance business focusing on fixed, life, health, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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