Jacksonville, FL Gate Parkway Office

Melissa Dellarocco is a financial advisor at Wells Fargo Advisors in Jacksonville, FL, holding a Series 66 designation with 26 years of industry experience. She has worked within various Wells Fargo entities since 2009. 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 who meet a net-worth threshold, including specialized services such as business-owner transition and special-needs analysis.

Kip Zebroski is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked within various Wells Fargo entities since 2013. Outside his advisory role, he is an owner of investment-related businesses in Jacksonville, 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 integrates advisory work with other financial products and referral channels.

Alexander Intriago is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Wells Fargo Clearing Services LLC and M Holdings Securities, Inc. Intriago serves as a board member of The River Club in Jacksonville, Florida. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu that addresses various client needs, including cash-flow, retirement, education, and specialized planning such as business-owner transition and sports & entertainment planning.

Thomas Kavanaugh is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2017 and Wells Fargo Clearing from 2017 to 2023. He holds the Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with other financial products and referral channels, providing clients with comprehensive financial solutions.

Thomas Forbes is a financial advisor with Wells Fargo Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009. Forbes serves as a power of attorney and trustee for family trusts and has ownership interests in several investment-related entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Charles Hofmann is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current role. He is based in Jacksonville, FL. 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 institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Barbara Schroeder is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked in various Wells Fargo entities since 2009. 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 niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Claire Doyle is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has a background that includes roles in education at IDEA Public Schools, Flagler County Public School, The Bolles School, and the University of Florida. 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, including specialized areas such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo’s research and planning tools.

Jacqueline Woodson is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as a notary public in Jacksonville, Florida. 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 specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, supported by proprietary research and planning tools.

Adri Senecal is a CFP® with 22 years of experience in the financial industry. She has worked at Wells Fargo Advisors and its affiliates since 2009. Outside of her advisory role, she serves as an executor for family investment matters. 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 institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold and integrates advisory services with a variety of financial products and referrals.

Louis Walsh is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he owns Walsh Fine Art, a business involved in painting and art show sales. 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 supported by Wells Fargo’s research and tools, delivering tailored recommendations through client meetings and reports.

Catherine Walsh is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at the Alfred I. duPont Charitable Trust and the US Peace Corps. She serves as a board member at St. Paul’s Catholic Church in Jacksonville, FL. 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 planning menu and tailors recommendations using proprietary research and tools, with implementation options available through various brokerage and advisory programs.