Land O Lakes, FL Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

2

Of 4,147 advisors across 1,134 offices

Location

17907 Aprile Dr

Land O Lakes FL 34638

Advisors at this office

2

Advisors at this office

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Daniel B

Series 66

Land O Lakes, FL

Wells Fargo Advisors

Daniel Byrnes is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 12 years of industry experience. He has worked within the Wells Fargo organization since 2013 in various capacities, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Outside of his advisory role, he works as a part-time Uber driver and serves as a CPR instructor for a healthcare organization. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services and integrates advisory offerings 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
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Roman S

Series 63, Series 66

Land O Lakes, FL

Wells Fargo Advisors

Roman Sosunov is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked across several Wells Fargo entities since 2020, following prior roles at Bank of America and Merrill. Outside of his advisory work, he serves as power of attorney for a family member. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients who meet specific net worth criteria. The firm supports advisors with research and planning tools while allowing clients flexibility in implementing recommendations through various brokerage and advisory programs.

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