Bethesda, MD Wisconsin Ave Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,180

Across 1,153 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.

Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.

Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.

Based on WELLS FARGO Advisors

Expertise

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

Based on WELLS FARGO Advisors

Occupation focus

Founder/Business Owner

Based on WELLS FARGO Advisors

Location

7200 Wisconsin Ave, Ste 903

Bethesda MD 20814

Advisors at this office

50

Advisors at this office

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Christopher A

Series 63, Series 65

Bethesda, MD

Wells Fargo Advisors

Christopher Andrews is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. from 2009 to 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad array of planning options including cash-flow, retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing the extent of implementation.

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

Antonio P

Series 63, Series 65

Bethesda, MD

Wells Fargo Advisors

Antonio Price is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has been with Wells Fargo Advisors since 2016 and previously worked at Morgan Stanley for one year. Outside of his advisory role, he is a 50% owner of KKAP LLC, a delivery contracting business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

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

Sean K

Series 66

Bethesda, MD

Wells Fargo Advisors

Sean Kirby Smith is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and 12 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is fully involved in an investment-related business, SKS72, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations supported by proprietary research and planning tools, serving clients with diverse planning needs, including specialized areas such as business-owner transition and special-needs analysis.

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

Series 66

Bethesda, MD

Wells Fargo Advisors

Michael Levitsky is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 12 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2016. Outside of his advisory work, Levitsky is involved in several investment-related business ventures. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include cash-flow, retirement, education, and niche services tailored for specific client needs.

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

Mark S

Series 63, Series 65

Bethesda, MD

Wells Fargo Advisors

Mark Stoll is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for eight years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools.

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

Ryan F

Series 63

Bethesda, MD

Wells Fargo Advisors

Ryan Fischer is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services and Red Ventures, as well as work with Body Armor Sports Drink. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

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

Alexander S

Series 66

Bethesda, MD

Wells Fargo Advisors

Alexander Simet is a financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo in 2023, he worked at the University of Maryland from 2019 to 2023. In addition to his financial advisory role, he manages a family-owned restaurant, Il Basilico Trattoria, where he oversees kitchen and serving staff operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, covering areas such as retirement, education, and wealth-transfer planning, 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
user avatar

Frank S

Series 66

Bethesda, MD

Wells Fargo Advisors

Frank Scicchitano is a Series 66 certified financial advisor at Wells Fargo Advisors with 25 years of industry experience. His prior roles include positions at UBS Financial Services Inc., Wells Fargo Clearing, Banc of America Investment Services, and Morgan Stanley DW Inc. He is also involved in managing private investment firms. Wells Fargo Advisors serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services including specialized planning for business-owner transitions, special-needs analysis, and divorce planning. The firm combines advisory services with various financial products and referral channels.

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

David H

Series 63, Series 65

Bethesda, MD

Wells Fargo Advisors

David Holdsworth is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, he serves on the board of directors for Quincehaven HOA and is involved in several business ventures including ownership in HoldsyWholesale LLC and other investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including specialty services like business-owner transition and sports and entertainment planning, developing tailored recommendations through proprietary research and planning tools.

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

Bryce J

Series 66

Bethesda, MD

Wells Fargo Advisors

Bryce Joyner is a financial advisor at Wells Fargo Advisors with Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Walmart and KFC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a range of investment and financial planning services that include specialized areas such as business-owner transition and special-needs analysis. Advisors at the firm use Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

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

Brandon M

Series 66

Bethesda, MD

Wells Fargo Advisors

Brandon Mahler is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. He has a private wealth advisory business, Mahler Private Wealth Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of planning offerings tailored to clients meeting a net-worth threshold.

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

Jeremy B

Series 66

Bethesda, MD

Wells Fargo Advisors

Jeremy Barto is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously at Seventy2 Capital Wealth Management and Mookie's BBQ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth criteria, with recommendations supported by Wells Fargo research and planning tools.

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

John P

Series 66

Bethesda, MD

Wells Fargo Advisors

John Pagano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also involved in investment-related business activities through his ownership of PAGANO72, LLC and PAGANO GP, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations. The firm’s comprehensive planning services address areas such as retirement, education, risk, and specialized needs like business-owner transitions and divorce planning.

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

James B

Series 66

Bethesda, MD

Wells Fargo Advisors

James Brockett II is a Series 66-registered financial advisor at Wells Fargo Advisors with nine years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he owns Brockett Capital LLC, an investment-related business based in Silver Spring, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

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

Alexander E

CFP®, Series 66

Bethesda, MD

Wells Fargo Advisors

Alexander Eljdid is a CFP® professional with 16 years of experience in financial services. He is currently with Wells Fargo Advisors and has prior experience at Wells Fargo Clearing and Edward Jones. He owns two investment-related firms, Compound Capital Wealth Management LLC and EDJDID GP LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a broad range of financial planning services tailored to clients who meet certain net-worth thresholds.

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