Bonita Springs, FL S Bay Drive Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

5

Of 4,145 advisors across 1,137 offices

Location

26811 S Bay Drive, Suite 350 Fl 3

Bonita Springs FL 34134

Advisors at this office

5

Advisors at this office

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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.

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

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

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

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

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