Key West, FL Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

2

Of 4,145 advisors across 1,137 offices

Location

Key West FL

Advisors at this office

2

Advisors at this office

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Eric H

Series 63, Series 66

Key West, FL

Wells Fargo Advisors

Eric Haubert is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved as a co-trustee for multiple 401(k) plans associated with Haubert & Howe LLC. 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, including specialized planning for business-owner transition, sports and entertainment, special-needs analysis, and divorce, 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
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Michael S

CFP®, Series 63, Series 65

Key West, FL

Wells Fargo Advisors

Michael Schenking is a CFP® professional with 37 years of industry experience, currently affiliated with Wells Fargo Advisors since 2020. His prior experience includes roles at Bank of America and Merrill, spanning over three decades. He is involved in other business activities, including ownership and co-trustee responsibilities for SCO Wealth Management entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of planning options. The firm combines advisory services with product sales and referrals across banking and investment solutions.

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