Hunt Valley, MD Schilling Circle Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

25

Of 4,145 advisors across 1,137 offices

Location

225 Schilling Circle Suite 100, [Satellite]

Hunt Valley MD 21030

Advisors at this office

25

Advisors at this office

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Andrew H

CFP®, Series 66

Hunt Valley, MD

Wells Fargo Advisors

Andrew Hahn is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. His previous experience includes roles at Bank of America and Merrill. He is also the majority owner of HAHN GP, LLC, a separate business based in Cockeysville, MD. 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, and business-owner transition planning. The firm delivers tailored recommendations using proprietary research and planning tools, integrating 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
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David W

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

David Waite is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as treasurer for the Greater Summer Hill Association, a community organization in Phoenix, MD. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by Wells Fargo 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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Matt H

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Matt Hanley is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2023. Outside of his advisory role, Hanley coaches ice hockey at both Foundations Hockey LLC and Loyola Ice Hockey, and he serves as treasurer for the Greencroft Homeowners Association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options supported by proprietary research and tools. The firm’s services cover a range of needs including retirement, education, and specialized areas such as business-owner transition and sports planning.

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

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Troy Elser is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Advisors in 2020. Outside of his advisor role, he owns Elser Wealth Management LLC and serves as a trustee and partner in several investment-related entities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address various financial needs using Wells Fargo’s 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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Craig G

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Craig Gayhardt is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns and operates SOJAC Ventures LLC, an investment-related business based in Cockeysville, MD. 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 tailored to clients meeting a net-worth threshold, including specialized services 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
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David A

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

David Anderson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He also operates an independent investment-related business, DANDERSON121449, LLC. 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, including retirement, education, risk, and wealth-transfer 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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Shannon B

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Shannon Beauchamp is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Advisors since 2026 and previously spent 17 years at RBC Capital Markets Corporation. 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 and integrates advisory services with various financial products 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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Connor B

CFP®, Series 66

Hunt Valley, MD

Wells Fargo Advisors

Connor Buck is a CFP® with one year of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Prior to joining Wells Fargo, he worked at OSAIC Wealth, Inc. and Heritage Financial Consultants, LLC. His background also includes roles outside finance, such as working at Towson University and The Narrows Restaurant. Wells Fargo Advisors Financial Network 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 specialized areas like business-owner transition and sports & entertainment planning, 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
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Steven N

CFP®, Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Steven Nuetzel is a CFP® with 31 years of industry experience, currently with Wells Fargo Advisors since 2024. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Nuetzel is also the owner of Nuetzel Wealth Management LLC and holds a majority ownership in Nuetzel GP, LLC, an entity formed to sell a percentage to a partnership. 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 and investment services, utilizing 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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Luke N

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Luke Nuetzel is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he held roles with the Baltimore Ravens, Augusta National Golf Club, and the United States Golf Association. Wells Fargo Advisors Financial Network 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 retirement, education, and specialized planning such as business-owner transition and sports & entertainment planning.

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

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Jeffrey Munson is a Series 66-licensed financial advisor with 27 years of industry experience, currently with Wells Fargo Advisors since 2021. Prior to joining Wells Fargo, he worked for RBC Capital Markets from 2009 to 2021. Outside of his advisory role, Munson is involved in entrepreneurial ventures including ownership interests in investment-related LLCs. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by Wells Fargo’s research and financial tools.

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

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Brian Davies is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Founders Financial. Wells Fargo Advisors Financial Network 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 and uses 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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Bret S

CFP®, Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Bret Schertz is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously spent 17 years at RBC Capital Markets Corporation. Wells Fargo Advisors Financial Network 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 planning menu with specialized services and uses proprietary research and tools to develop tailored recommendations for its clients.

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

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Douglas Stead is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Wells Fargo Advisors in 2021. Outside of his primary role, Stead owns Stead Asset Management Inc. and is a co-owner of Stead GP, LLC, both investment-related businesses. 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 planning menu, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo 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
user avatar

Brandon C

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Brandon Cauley is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and Towne Parke. Outside of finance, he has been associated with Uber since 2017. 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 with 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
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