Fort Lauderdale, FL W Cypress Creek Rd Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

7

Of 4,147 advisors across 1,134 offices

Location

500 W Cypress Creek Rd, Ste 680

Fort Lauderdale FL 33309

Advisors at this office

7

Advisors at this office

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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.

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

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

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

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

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.

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

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

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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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