Charlotte, NC 1525 West Wt Harris Blvd Bldg 3, 3rd & 5th Fls Office

Bradley Mobley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include time at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory work, Mobley owns a digital media business focused on photography and design, and he serves on the finance committee of Henderson Grove Missionary Baptist Church. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client letters.

Shemar Clarke is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Wells Fargo Clearing Services and DiSys, as well as roles outside finance such as at the University of Guyana and the Ministry of Foreign Affairs. 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. The firm offers a broad planning menu and uses Wells Fargo research and planning tools to develop tailored recommendations for clients.

Thomas Handy is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing. Outside of his financial career, he has been a swimming instructor and triathlon coach at the YMCA of Greater Charlotte for over two decades. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services and investment options, utilizing research and planning tools to develop tailored recommendations for its clients.

Sean Seabolt is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 66 and Series 63 licenses and with eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017, following earlier roles in staffing and hospitality. 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 options tailored to clients meeting certain net-worth thresholds, incorporating proprietary research and tools to develop customized recommendations.

Sheri Simpson is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses and over 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and TIAA-CREF. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based 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 and special-needs planning, utilizing proprietary research and tools to develop tailored recommendations.

Ian Penny is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2018. Prior to his career in financial services, he worked in event management and academic support roles at Guilford College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop recommendations delivered through discrete planning engagements.

Patricia Schiffour is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked extensively within Wells Fargo entities and LOC Investment Advisers, accumulating a diverse background in financial services since 2004. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad offering of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and tools, with a focus on a wide range of planning areas including retirement, education, risk, and specialized niche services.

Joanne Mitchell is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with 22 years of industry experience. Her career includes multiple roles within Wells Fargo entities as well as a period at LPL Financial and Merrill. 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 options and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation through various brokerage or advisory programs.

Oriana Echeverria is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, and CL Tax Center. She previously managed a restaurant business, Mi Pueblo Mexican Restaurant, from 2016 to 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Daniel Brown is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Wells Fargo Clearing Services and has a background that includes roles at Associate Staffing, LLC and Publix Super Markets, Inc. 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. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning.

John Dufour is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Wells Fargo Clearing Services since 2016, including his current role at Wells Fargo Advisors starting in 2018, and spent one year at LPL Financial LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients able to choose their preferred implementation methods.

Andrew Flaskerud is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a small business focused on building furniture. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients able to choose how to implement those recommendations.

Hector Lopez is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Merrill and Citigroup Global Markets. He is also the owner and content creator of a YouTube and Rumble channel focused on entertainment. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools.

Alexandra Thompson is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with 20 years of industry experience. She has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of her advisory role, Alexandra serves as head of operations and a yoga instructor at RE-INVENT FITNESS in Matthews, NC. 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 financial planning using proprietary research and tools, with services spanning cash-flow, retirement, education, risk, wealth-transfer, and specialized planning areas.