Fort Myers, FL Ben C Pratt/6 Mile Cypress Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
13640 Ben C Pratt/6 Mile Cypress, [Satellite]
Fort Myers FL 33912
Advisors at this office
7
Advisors at this office
Anthony G
Series 66
Fort Myers, FL
Wells Fargo Advisors
Anthony Gottschalk is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding a Series 66 credential and having 11 years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. He is also involved with a family office and a wealth management partnership based in Fort Myers. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm’s offerings include a broad range of planning services and utilize proprietary research and tools to develop customized recommendations.
Kevin W
Series 63, Series 65
Fort Myers, FL
Wells Fargo Advisors
Kevin Wolf is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He also has ownership interests in two wealth management firms in Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with advisory engagements that are typically discrete and tailored to client needs.
Scott M
Series 63, Series 65
Fort Myers, FL
Wells Fargo Advisors
Scott Metzger is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes prior roles at Prudential Equity Group and several Wells Fargo entities since 2009. Metzger has ownership interests in two wealth management firms based in Fort Myers. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm uses proprietary research and planning tools to develop tailored recommendations and serves clients who meet a net‑worth threshold across multiple planning areas, including specialized services such as business-owner transition and special-needs planning.
Brian W
Series 66
Fort Myers, FL
Wells Fargo Advisors
Brian Wolf is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding the Series 66 credential and having 11 years of industry experience. He has worked within various Wells Fargo entities since 2011. Wolf is also a part-owner of two wealth management firms based in Fort Myers. 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 tailored to clients who meet certain net-worth criteria.
Christopher W
CFA®, Series 63
Fort Myers, FL
Wells Fargo Advisors
Christopher Wolf is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Wells Fargo Advisors in 2024, he worked at Goldman Sachs and Goldman Sachs & Co. LLC for a total of 12 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.
Andrew M
Series 63, Series 65
Fort Myers, FL
Wells Fargo Advisors
Andrew Montero is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked previously at Wells Fargo Clearing and Edward Jones. He is also engaged in managing his own wealth management firms, Montero Wealth Management, LLC and WMMG Wealth Management Group, LLC. 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 services covering areas such as cash-flow, retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by proprietary research and tools.
Kurt M
CFP®, Series 66
Fort Myers, FL
Wells Fargo Advisors
Kurt Maurillo is a CFP® professional with 24 years of industry experience. He is currently with Wells Fargo Advisors in Fort Myers, FL, where he has worked since 2023, following previous roles within Wells Fargo Clearing and Morgan Stanley. Maurillo serves as president of the Freedom Acres Homeowners Association, focusing on neighborhood maintenance and resident communication. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools, with implementation available through various brokerage and advisory programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)