Melbourne, FL North Highway Us1 Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,162

Across 1,139 offices

Clients per advisor

110 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

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

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

Based on WELLS FARGO Advisors

Occupation focus

Founder/Business Owner

Based on WELLS FARGO Advisors

Location

5700 North Highway Us1, Ste 200

Melbourne FL 32940

Advisors at this office

11

Advisors at this office

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Robert L

Series 66

Melbourne, FL

Wells Fargo Advisors

Robert Lattig is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for 15 years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network 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 tailored recommendations delivered through meetings and written summaries.

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

Robert G

Series 63

Melbourne, FL

Wells Fargo Advisors

Robert Glover is a financial advisor at Wells Fargo Advisors in Melbourne, FL, with 35 years of industry experience. He holds the Series 63 designation and has previously worked at Bank of America and Merrill. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including cash-flow, retirement, education, and specialized services like business-owner transition and special-needs analysis. The firm employs Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and client summary letters, with implementation options available through brokerage or advisory programs.

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

Benjamin G

Series 66

Melbourne, FL

Wells Fargo Advisors

Benjamin Glover is a financial advisor at Wells Fargo Advisors in Melbourne, FL, holding a Series 66 designation with one year of industry experience. Prior to his current role, he was involved in real estate through Glover Homes, LLC and National Realty of Brevard, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.

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

Anne O

Series 66

Melbourne, FL

Wells Fargo Advisors

Anne Owens is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 26 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Wells Fargo Advisors in 2021. Outside of her advisory role, she serves as a trustee for a parents trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, delivering tailored recommendations through meetings and summary letters.

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

Russell G

Series 66

Melbourne, FL

Wells Fargo Advisors

Russell Glover is a financial advisor with Wells Fargo Advisors in Melbourne, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2021 before joining Wells Fargo Advisors in 2021. Outside of his advisory role, he is involved as a principal of Rusty Bugs, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions 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
user avatar

William O

CFP®, Series 63, Series 65

Melbourne, FL

Wells Fargo Advisors

William Orndorf is a CFP®-credentialed financial advisor with 29 years of industry experience, currently practicing at Wells Fargo Advisors since 2021. He previously worked at Bank of America and Merrill. Outside of his advisory work, he serves as a protection team member for an Orlando-based tactical security organization. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, employing a broad range of planning options supported by firm research and tools.

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

Series 63, Series 66

Melbourne, FL

Wells Fargo Advisors

Sharon Croenlein is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She previously worked at Bank of America N.A. and Merrill, totaling over two decades before joining Wells Fargo Advisors in 2021. Outside of finance, she has a 51% ownership in a metalworking machine shop business in Cocoa, Florida. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

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

Michael O

Series 66

Melbourne, FL

Wells Fargo Advisors

Michael Orndorf is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he served eight years in the US Army. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

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

Edward F

Series 66

Melbourne, FL

Wells Fargo Advisors

Edward Flanagan is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds a Series 66 credential and previously worked at Merrill for 35 years and Bank of America for 6 years. He has ownership interests in two investment-related entities based in Melbourne, 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 focused on tailored recommendations supported by Wells Fargo’s research and planning tools.

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

Jhany A

CFP®, Series 66

Melbourne, FL

Wells Fargo Advisors

Jhany Alvarado is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Advisors in Melbourne, FL. Prior to joining Wells Fargo Advisors in 2024, Alvarado worked at Bank of America, N.A. and Merrill from 2017 to 2024, and has earlier experience at TARGET from 2015 to 2017. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm employs Wells Fargo’s research and planning tools to deliver tailored recommendations, with clients choosing whether and how to implement them 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
user avatar

Kristine G

Series 66

Melbourne, FL

Wells Fargo Advisors

Kristine George is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining Wells Fargo Advisors in 2023. Outside of her advisory role, she serves as a trustee for her parent's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, and uses Wells Fargo research and planning tools to develop tailored recommendations for clients.

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