Hunt Valley, MD Schilling Circle 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

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
user avatar

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
user avatar

Matt H

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Matt Hanley is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. and Merrill. Outside of his advisory role, Hanley coaches hockey at both the Foundations Hockey and Loyola Ice Hockey programs and serves as treasurer for the Greencroft homeowners association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering diverse areas including retirement, education, and niche planning needs 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

Troy E

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Troy Elser is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes positions at UBS Financial Services and Morgan Stanley. He is the sole owner of Elser Wealth Management LLC, a separate wealth management practice. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu for clients meeting certain net-worth criteria and integrates advisory services 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

Craig G

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Craig Gayhardt is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. He is also the sole owner of SOJAC Ventures LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations 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

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
user avatar

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
user avatar

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
user avatar

Steven N

CFP®, Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Steven Nuetzel is a CFP®-designated financial advisor with over 31 years of industry experience. He currently works at Wells Fargo Advisors, joining in 2024 after eight years at Wells Fargo Clearing and prior roles at Citigroup Global Markets and Legg Mason Wood Walker. Nuetzel also owns Nuetzel Wealth Management LLC, a financial practice based in Towson, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, covering various specialized planning needs.

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

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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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