Fort Lauderdale, FL East Broward Blvd Office

Team
Updated today
Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Firm-wide stats for Wells Fargo Advisors

Total advisors

4,175

Across 1,138 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

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

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

Based on Wells Fargo Advisors

Occupation focus

Founder/Business Owner

Based on Wells Fargo Advisors

Location

500 East Broward Blvd, Suite 1630

Fort Lauderdale FL 33394

Advisors at this office

4

Advisors at this office

user avatar

Tyson L

CFP®, Series 66

Fort Lauderdale, FL

Wells Fargo Advisors

Tyson Lewis is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Advisors since 2009. He is based in Fort Lauderdale, FL. Outside of his advisory role, he co-owns TCL Holdings, LLC, which focuses on family estate planning. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm emphasizes a broad planning approach supported by proprietary research and tools, providing discrete planning engagements alongside optional 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
user avatar

Deborah M

Series 66

Fort Lauderdale, FL

Wells Fargo Advisors

Deborah Mansour is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equitable Advisors. Her other business activities include outside fixed insurance sales. Wells Fargo Advisors Financial Network is a 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 tailored recommendations using proprietary research and planning tools, with a broad menu of planning services covering areas such as retirement, education, risk, and wealth-transfer planning.

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

Anthony N

CFP®, Series 63, Series 66

Fort Lauderdale, FL

Wells Fargo Advisors

Anthony Navarro is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of his advisory work, Navarro serves as treasurer of the Palm Bay Yacht Club in Miami, where he is involved in budgeting and property management activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions and tailored recommendations supported by in-house research and tools.

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

Christian L

Series 63, Series 66

Fort Lauderdale, FL

Wells Fargo Advisors

Christian Lisena is a financial advisor at Wells Fargo Advisors in Fort Lauderdale, FL, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. 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 financial planning services, including specialized areas such as business-owner transition and divorce planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

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