Fort Lauderdale, FL W Cypress Creek Rd Office
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Wells Fargo Advisors
Institution
Firm-wide stats for Wells Fargo Advisors
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
Based on Wells Fargo Advisors
Location
500 W Cypress Creek Rd, Ste 680
Fort Lauderdale FL 33309
Advisors at this office
7
Advisors at this office
Moussa H
Series 66
Fort Lauderdale, FL
Wells Fargo Advisors
Moussa Hanna is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has been with Wells Fargo Advisors since 2013 and holds a Series 66 designation. Outside of his advisory work, he serves as a trustee for a family friend in Boca Raton, Florida. 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 planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.
Wendy C
Series 66
Fort Lauderdale, FL
Wells Fargo Advisors
Wendy Carroll is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2016. Outside of her advisory role, she is involved in managing two medical supply businesses alongside her spouse and serves as trustee for her son’s special needs trust. Wells Fargo Advisors 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 range of planning services, including niche areas such as special-needs analysis and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.
Jason W
Series 66
Fort Lauderdale, FL
Wells Fargo Advisors
Jason Woodburn is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles at Wells Fargo Advisors as well as positions at Palm Beach Gardens Fire Rescue, Acts Retirement Life Communities, Brown and Brown Insurance, Florida Atlantic University, and Westminster Academy. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of planning options, including niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo's research and planning tools to develop tailored recommendations, with clients deciding how to implement them.
Kevin L
Series 63
Fort Lauderdale, FL
Wells Fargo Advisors
Kevin Lynar is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 63 designation and 43 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he owns Gemini Capital Management, an investment-related business based in Fort Lauderdale. 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, including specialized services such as business-owner transition and sports & entertainment planning, and develops tailored recommendations using proprietary research and planning tools.
Matthew W
Series 66
Fort Lauderdale, FL
Wells Fargo Advisors
Matthew Wright is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his role at Wells Fargo, he has partial ownership in McKinnon Wealth Management LLC, a firm based in Fort Lauderdale. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations through Wells Fargo’s research and planning tools.
Kevin M
CFP®, CFA®, Series 66
Fort Lauderdale, FL
Wells Fargo Advisors
Kevin Mckinnon is a CFP® and CFA® with 22 years of experience in the financial industry. He has been with Wells Fargo Advisors in Fort Lauderdale, FL since 2012. Outside of his advisory role, he serves as treasurer for Spanish River Church in Boca Raton, FL. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with a flexible implementation approach through brokerage or advisory programs.
Arlyn K
Series 66
Fort Lauderdale, FL
Wells Fargo Advisors
Arlyn Kirk is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he is a co-owner of KIRK CAPITAL LLC, which plans to develop an indoor golf facility in Plantation, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services utilizing proprietary research and tools. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.
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