Jacksonville, FL Independent Dr Office

Jorge Longueira is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. 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, including retirement, education, business-owner transition, and specialized niche planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Cameron Edmiston is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2025 before joining Wells Fargo Advisors Financial Network. Based in Jacksonville, FL, he has been with Wells Fargo clearing and advisory teams since 2025. 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 institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial product lines through a network of financial advisors.

Katherine Riechmann is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 11 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA spanning more than a decade. She is based in Jacksonville, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that address a wide range of planning needs, including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations, offering clients flexibility in implementing strategies through brokerage or advisory programs.

Deborah Pirner is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing and Wells Fargo Advisors since 2014. She is based in Jacksonville, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Braziel is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 credentials and 11 years of industry experience. He previously worked at Merrill for 12 years before joining Wells Fargo Clearing and Wells Fargo Advisors Financial Network. 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 planning menu covering areas such as cash flow, retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Dalton Butler is a CFP® and holds a Series 66 license, with 10 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked since 2022, following prior roles at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amy Chaney is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 credentials and has 38 years of industry experience. Her prior roles include positions at UBS Financial Services and multiple capacities within Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Jacksonville, FL. 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 using proprietary research and tools, with flexible implementation options across brokerage and advisory platforms.