Fort Myers, FL McGregor Blvd Office

Team
Updated today
Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Firm-wide stats for Wells Fargo Advisors

Total advisors

4,193

Across 1,155 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

2205 McGregor Blvd

Fort Myers FL 33901

Advisors at this office

5

Advisors at this office

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Dawn S

Series 63, Series 65

Fort Myers, FL

Wells Fargo Advisors

Dawn Salerno is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 16 years before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs analysis. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with implementation options through the firm’s 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

Glen R

Series 63, Series 65

Fort Myers, FL

Wells Fargo Advisors

Glen Rauch is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo Advisors in 2019. Rauch Financial Services, LLC, a practice he owns, is an investment-related business based in Fort Myers. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial product offerings through its extensive network of advisors.

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

CFP®, Series 66

Fort Myers, FL

Wells Fargo Advisors

Caleb Lowman is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds the Series 66 designation and is based in Fort Myers, FL. Outside his advisory role, he is involved as a trustee for a 401(k) plan and co-owns several investment-related entities, including Lighthouse Wealth Management, LLC. 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 institutions. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

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

Judy L

Series 65, Series 63

Fort Myers, FL

Wells Fargo Advisors

Judy Lowman is a financial advisor at Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. She has been with Wells Fargo Advisors since 2018 and previously worked with Lee County Elections. 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 utilizing proprietary research and tools, with a flexible implementation approach and integrated financial product offerings.

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

Bethany S

Series 66

Fort Myers, FL

Wells Fargo Advisors

Bethany Spurlock is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and previously worked at the University of South Florida and Cypress Lake High School before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, 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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