Annapolis, MD Admiral Cochrane Drive Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

3

Of 4,147 advisors across 1,134 offices

Location

180 Admiral Cochrane Drive Suite 210, [Satellite]

Annapolis MD 21401

Advisors at this office

3

Advisors at this office

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Michael W

Series 66

Annapolis, MD

Wells Fargo Advisors

Michael Winter is a Series 66-credentialed financial advisor with 11 years of industry experience. He has been with Wells Fargo Advisors since 2017, following prior roles at Bank of America and Merrill. His other business activities include ownership in MWWM Inc. and MWinterGP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm provides specialized planning in areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Benjamin S

Series 63, Series 65

Annapolis, MD

Wells Fargo Advisors

Benjamin Spiker is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill. Outside of his advisory role, he has co-ownership interests in several investment-related businesses, including a wealth management firm and office space ventures. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning solutions supported by Wells Fargo’s research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Daniel P

Series 66

Annapolis, MD

Wells Fargo Advisors

Daniel Parnes is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he is involved in investment-related business activities including ownership in Parnes GP, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that addresses various financial needs with tailored recommendations supported by proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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