Charlotte, NC 550 S Tryon St Office

William Giddens is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds Series 63 and Series 66 registrations and has worked primarily within Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he has a 50% ownership interest in Wing Management, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs analysis.

Evan Whitehead is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, joining Wells Fargo Advisors Financial Network in 2026. Outside of his advisory role, he is involved with Samaritan's Purse, supporting disaster relief efforts through seasonal warehouse work. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Douglas Flannagan is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 66 designations. He has 25 years of industry experience and has been with Wells Fargo Advisors in various capacities since 2011. Based in Charlotte, NC, he currently works at Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, using proprietary research and planning tools to develop tailored client recommendations.

Daniel Willis is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Bankers Life Securities, Robert Half International, and DiSys. 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 investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Yvonne Edwards is a financial advisor at Wells Fargo Advisors with 20 years of industry experience and holds a Series 66 credential. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. 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 specialty areas such as business-owner transition and special-needs analysis, and advisors use Wells Fargo research and tools to develop tailored recommendations.

Victoria Ongara is a financial advisor at Wells Fargo Advisors with six years of industry experience. She previously worked at Morgan Stanley for six years and has been associated with Wells Fargo Clearing since 2023. She holds a Series 66 designation and is based in Charlotte, NC. 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, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored recommendations.

Kelly Martin is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2019. Prior to that, she was with LPL Financial from 2015 to 2018. 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 areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools.

Lisa Ashlin is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. 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 retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and divorce planning.

Nico Beasley is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of his advisory work, Beasley serves as a notary public and has worked as a part-time Uber driver. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering 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 tools to develop tailored client recommendations.

Stuart Bowen is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Lance Johnson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, as well as at TIAA and Tiaa from 2015 to 2017. He is based in Charlotte, NC. 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, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Zachary Leonardo is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at VOYA Financial Advisors, Inc. in 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a range of planning services supported by proprietary research and tools, allowing clients to implement recommendations through various brokerage or advisory programs.

Anthony Morea is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 registrations and 29 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and previously held roles at Wells Fargo Clearing Services, The Vanguard Group, Inc., and Scottrade, Inc. 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 through a network of financial advisors. The firm offers a broad range of planning services and integrates advisory services with other financial product sales and referral channels.

Robert Kelley is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services since 2014. Outside of his advisory role, he has been involved with Rotounderworld LLC (Playerprofiler.com) since 2019 and served with the Central Virginia Football Officials Association from 2017 to 2021. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including specialized areas such as business-owner transition and sports & entertainment planning. The firm integrates advisory services with other financial products and referral channels to serve its clients.

Andrew Harpp is a Series 66-licensed financial advisor at Wells Fargo Advisors with 17 years of industry experience. He previously worked at LPL Financial LLC for six years and UBS Financial Services Inc for seven years. Based in Charlotte, NC, he joined Wells Fargo Advisors in 2026. 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 and special-needs planning, using proprietary research and tools to develop tailored recommendations.