Lake Oswego, OR Meadow Rd 860 Office

Nicholas Roberts is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked in education at the high school and middle school levels. 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 planning menu covering areas such as retirement, education, risk management, and specialized services like business-owner transition and divorce planning.

Stephanie Campbell is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various Wells Fargo entities since 2007. Additionally, she serves as a trustee for family trusts in Sisters, Oregon. 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 using proprietary research and tools, with an emphasis on discrete planning engagements and integrated financial product offerings.

James Osborne is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Clearing. 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 institutions, utilizing a broad planning menu and integrated advisory services combined with other financial product offerings.

Tracy Maltby is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Clearing and RBC Capital Markets. 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 uses proprietary research and planning tools to develop tailored recommendations for its clients.

Hank Clayton is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Phillips & Company. Outside of his advisory work, he has ownership interests in Willamette Cascade Wealth Management, BR Clayton Holdings, and Buckman Construction and Development, which is involved in remodeling and construction. 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 investment and fee-based financial planning services tailored to clients meeting net-worth thresholds, covering areas such as retirement, education, risk management, and business-owner transition planning.

Robert J. Wilson is a CFP® professional with 26 years of industry experience. He is currently with Wells Fargo Advisors, having previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Wilson is the sole owner of LACLAJO Holdings Inc., an investment-related business based in West Linn, OR. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to develop tailored recommendations. The firm offers a broad range of planning services and integrates advisory offerings with other financial products through multiple compensation and referral channels.

George Blanchard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Phillips & Company. Outside of his advisory work, he has a minority ownership stake in Studio Seven60, where he participates in meetings related to creative and artistic projects. 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 and integrates advisory services with various financial products and referral channels.

Zachary Beck is a CFP® credentialed financial advisor with 27 years of industry experience. He is currently with Wells Fargo Advisors and has held roles at various Wells Fargo affiliates as well as Chase Investment Services Corp. Beck is also involved in estate executor responsibilities and holds ownership interests in two investment-related businesses in Oregon. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes niche services such as business-owner transition planning and special-needs analysis. The firm uses proprietary research and tools to deliver tailored recommendations, with clients deciding on implementation through its brokerage or advisory programs.

Gerald Steagall is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Morgan Stanley, Wells Fargo Clearing, and Ameriprise Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing Wells Fargo research and tools to develop tailored recommendations.

Laurie Lakey is a Series 66 licensed financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Investments. Laurie is based in Lake Oswego, Oregon. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

Justin Buell is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Clearing since 2016 and briefly at Worldview Wealth Advisors in 2007. Outside of his advisory role, Buell is involved in health and wellness through a personal training business he co-owns and serves as president of two homeowners associations in Portland, Oregon. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools and serves clients with a broad range of planning needs, including specialized services for business owners and individuals with unique financial situations.

Kelly Murphy is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank NA and Wells Fargo Clearing before joining Wells Fargo Advisors in 2023. Outside of advising, she works part-time as a bartender at China Delight in Portland. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options including retirement, education, and special-needs analysis. Advisors use firm research and tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Tobias Beck is a CFP® with 27 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, Wells Fargo Investments, Chase Investment Services, Wamu Investments, and Phillips & Company. Beck owns two investment-related businesses in Lake Oswego, Oregon, Willamette Cascade Wealth Management, LLC and Addib Holdings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers services including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Aaron Pearson is a CFP® professional with 22 years of industry experience currently with Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Investments LLC, and New England Securities. He is actively involved in financial practices through ownership interests in Louisa Lucia Holdings Inc. and Willamette Cascade Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across a broad range of financial planning needs.