Homewood, AL Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,180

Across 1,153 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

600 University Park Place, Suite 130 & 175

Homewood AL 35209

Advisors at this office

21

Advisors at this office

user avatar

Glenn D

ChFC®, Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

Glenn Draper II is a financial advisor with Wells Fargo Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, with prior roles at Bank of America, N.A. and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

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

James H

Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

James Hill is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Citigroup Global Markets. He serves on the new membership committee of Vestavia Country Club in Birmingham, Alabama. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by firm research and tools. The firm integrates advisory services with banking and other financial products through multiple compensation arrangements.

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

Melanie P

Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

Melanie Purvis is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she manages an estate as executor and co-executor and owns a financial planning practice in Gulf Shores, Alabama. 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 range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools.

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

Judson F

Series 63, Series 66

Homewood, AL

Wells Fargo Advisors

Judson Fleming is a financial advisor with Wells Fargo Advisors in Homewood, Alabama, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is also involved with Fleming Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, offering a broad range of planning options tailored to clients meeting a net-worth threshold.

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

Retha H

Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

Retha Hagood is a financial advisor with Wells Fargo Advisors in Homewood, AL, holding Series 63 and Series 65 designations with 40 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she co-owns two investment-related businesses with her spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. The firm offers tailored recommendations using proprietary research and tools, with clients deciding how to implement these through various brokerage or advisory options.

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

Julie H

Series 63, Series 66

Homewood, AL

Wells Fargo Advisors

Julie Helmers is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has previously worked at Bank of America and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products, providing tailored recommendations supported by its 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

Justen B

Series 66

Homewood, AL

Wells Fargo Advisors

Justen Burns is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and has a military background, having served in the United States Army from 2001 to 2021. He also has ownership in Tavros Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with banking and other financial products.

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

Jason C

Series 66

Homewood, AL

Wells Fargo Advisors

Jason Cork is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and possessing 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Ameriprise Financial Services from 2009 to 2024. He is the sole owner of Cork Wealth Management LLC, a separate business entity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on specialized planning areas such as business-owner transition and special-needs analysis.

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

S. C

Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

S. Creekbaum is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. Creekbaum has been with Wells Fargo Advisors since 2015. Outside of financial advising, Creekbaum is the owner and host of The Chase TV Show in Birmingham, Alabama, a role held since 2010. 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 financial planning services supported by proprietary research and tools, with planning engagements that are generally discrete and tailored to client needs.

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

Bryan P

CFP®, Series 63, Series 65

Homewood, AL

Wells Fargo Advisors

Bryan Poole is a CFP® professional with 26 years of experience in the financial industry. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing for eight years. In addition to his work at Wells Fargo, he owns Village Wealth Management LLC, an independent financial practice based in Birmingham, AL. 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 integrates advisory offerings 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

George W

Series 63, Series 66

Homewood, AL

Wells Fargo Advisors

George West is a financial advisor with Wells Fargo Advisors in Homewood, Alabama, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, West is president and 50% owner of Westmed Disposal Inc., a medical waste processing and disposal company. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with brokerage products and other financial offerings.

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

Jordan J

Series 66

Homewood, AL

Wells Fargo Advisors

Jordan Johnson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and one year of experience at the firm. Prior to his current role, he has worked in small business ventures including pest control and boat detailing, and has engaged in full-time education for several years. 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, utilizing proprietary research and tools to develop tailored recommendations across various planning needs.

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

Judson M

CFP®, Series 66

Homewood, AL

Wells Fargo Advisors

Judson Morrison is a CFP®-designated financial advisor with 16 years of industry experience, currently practicing at Wells Fargo Advisors since 2024. His prior experience includes 11 years at Ameriprise Financial Services, Inc., followed by 4 years at Ameriprise. He serves on the finance committee for Shades Crest Baptist Church in Hoover, AL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering tailored recommendations supported by 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

Warren K

CFP®, Series 63, Series 66

Homewood, AL

Wells Fargo Advisors

Warren Kirby is a CFP® professional with 29 years of industry experience, currently affiliated with Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing, Bank of America, and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria.

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

Christopher D

Series 66

Homewood, AL

Wells Fargo Advisors

Christopher Davis is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and previously worked for PNC Financial Services Group, Inc (formerly BBVA USA) for twelve years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche planning areas, using proprietary research and tools to develop tailored recommendations for clients.

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
Warmer team member

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.

Find your advisor

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”)