Deerfield, IL 500 Lake Cook Rd 125 Office

Caroline Schaffer is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing, among other roles. Outside of her advisory work, she manages Schaffer Management Services, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services. Advisors use firm resources and tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Michael Schaffer II is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2023, following seven years at Wells Fargo Clearing Services, LLC. Schaffer is involved in managing his practice through Schaffer Management Services Corp. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services that cover a wide range of needs, including retirement, education, risk management, and specialized areas like business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations for clients, who may implement these through various brokerage and advisory programs.

Robert Mclaughlin is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo entities since 2016, currently based in Deerfield, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized areas such as business-owner transition and sports & entertainment planning, and uses proprietary research and tools to develop tailored client recommendations.

Brian Terry is a financial advisor at Wells Fargo Advisors with 37 years of experience in the industry. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he has a minority ownership interest in Abbey Resort & Spa in Fontana, WI. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels through an extensive network of advisors.

Richard Moras is a CFP® professional with 20 years of industry experience. He currently works at Wells Fargo Advisors and previously spent 10 years at Wells Fargo Clearing and 9 years at UBS Financial Services. Moras serves as Treasurer for the Northwestern Memorial Foundation's Digestive Health Institute for Northwestern Medical School in Chicago. 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 thresholds, using proprietary research and tools to develop customized recommendations.