Melbourne, FL S Harbor City Blvd 201 Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
About
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 through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.
Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.
Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.
Based on WELLS FARGO Advisors
Expertise
Based on WELLS FARGO Advisors
Location
1499 S Harbor City Blvd 201, 2nd Fl
Melbourne FL 32901
Advisors at this office
3
Advisors at this office
Patia W
Series 66
Melbourne, FL
Wells Fargo Advisors
Patia Walker is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade, Scottrade, and LPL. Outside of her advisory role, she is a commissioned notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. Advisors use Wells Fargo’s research and planning tools to provide tailored recommendations, with clients deciding how to implement them.
Kateryna Y
Series 66
Melbourne, FL
Wells Fargo Advisors
Kateryna Yergina is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked within Wells Fargo’s network since 2015. Outside of advising, she manages rental properties in Indialantic, 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 offerings with other financial products and referral channels.
Melissa F
CFP®, Series 63
Melbourne, FL
Wells Fargo Advisors
Melissa Flammio Clark is a CFP®-credentialed financial advisor with 29 years of industry experience. She is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of her advisory work, she owns Dragonfly Wealth Management LLC, a fee-only practice based in Melbourne, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning options and integrates advisory services with other financial products through a network of financial advisors.
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