Fort Walton Beach, FL Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

6

Of 4,145 advisors across 1,134 offices

Location

92 Eglin Parkway NE

Fort Walton Beach FL 32548

Advisors at this office

6

Advisors at this office

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David D

Series 66

Fort Walton Beach, FL

Wells Fargo Advisors

David Densmore is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Jackson National Life Distributors. Outside of his advisory role, he owns a mobile home dealership in Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and utilizes proprietary research and planning 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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William K

Series 66

Fort Walton Beach, FL

Wells Fargo Advisors

William Kline is a financial advisor with Wells Fargo Advisors in Fort Walton Beach, FL, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank. 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 institutional clients. The firm provides a broad range of planning services and uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summary letters.

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

Series 66

Fort Walton Beach, FL

Wells Fargo Advisors

Colton Kline is a financial advisor with Wells Fargo Advisors in Fort Walton Beach, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Clemson University for three years and at Choctawhatchee High School for seven years. 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. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

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

Series 63, Series 65

Fort Walton Beach, FL

Wells Fargo Advisors

Ted Densmore is a financial advisor with Wells Fargo Advisors in Fort Walton Beach, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2020. Outside of his advisory role, he has ownership in two non-investment business entities with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm’s offerings include specialized planning services and integrate advisory with other financial product sales and affiliated services.

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

Series 63

Fort Walton Beach, FL

Wells Fargo Advisors

Rachael Mcbride is a financial advisor with Wells Fargo Advisors in Fort Walton Beach, FL, holding a Series 63 designation and 23 years of industry experience. She worked at Morgan Stanley Smith Barney for nine years before joining Wells Fargo Advisors in 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including business-owner transition and special-needs analysis, using proprietary research and planning 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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Nancy K

Series 63, Series 65

Fort Walton Beach, FL

Wells Fargo Advisors

Nancy Kline is a financial advisor with Wells Fargo Advisors in Fort Walton Beach, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, she owns and manages several entities related to real estate investment. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using a broad planning menu and proprietary research tools. The firm offers tailored recommendations and integrates advisory services with other financial product sales and referral channels.

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