Bonita Springs, FL S Bay Drive Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
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
Based on WELLS FARGO Advisors
Location
26811 S Bay Drive, Suite 350 Fl 3
Bonita Springs FL 34134
Advisors at this office
5
Advisors at this office
Christopher M
Series 66
Bonita Springs, FL
Wells Fargo Advisors
Christopher Macfarlane is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He previously worked at Robert W Baird & Co for 10 years and Wells Fargo Clearing for 5 years. His credentials include the Series 66 designation. Outside of his advisory role, he has ownership interests in real estate development and investment-related entities in Naples and Bonita Springs, Florida. 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 and integrates advisory services with other financial products and referral channels.
Sydney M
Series 66
Bonita Springs, FL
Wells Fargo Advisors
Sydney Mcmurray is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, Sydney worked as an independent consultant and held positions at Dimensional Fund Advisors and KPMG. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to choose implementation through brokerage or advisory programs.
Ryan B
Series 66
Bonita Springs, FL
Wells Fargo Advisors
Ryan Blauch is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously worked at Robert W. Baird & Co. for six years and Wells Fargo Clearing Services, LLC for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.
Ann K
Series 66
Bonita Springs, FL
Wells Fargo Advisors
Ann Kaplan is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, she worked for Rent a Genius for 29 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’s planning services cover a broad range of areas, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services like business-owner transition and sports & entertainment planning.
Robert B
Series 66
Bonita Springs, FL
Wells Fargo Advisors
Robert Bosch is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at McDermott Investment Advisors, LLC, McDermott Investment Services, LLC, Yabba Inc., and Horizon Business Services. Bosch has also operated as a self-employed advisor. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. Advisors develop tailored recommendations using firm research and tools, with implementation options through various brokerage and advisory programs.
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