Montgomery, AL 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
2660 Eastchase Lane, Suite 104 1st Fl
Montgomery AL 36117
Advisors at this office
6
Advisors at this office
William A
Series 66
Montgomery, AL
Wells Fargo Advisors
William Akins is a financial advisor at Wells Fargo Advisors in Montgomery, AL, holding the Series 66 designation with five years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at UBS Financial Services for five years and has held positions at Raymond James Financial Services and Cru. 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 institutions. The firm provides a broad planning menu and combines advisory services with other financial products and referral channels.
Fred B
Series 63, Series 65
Montgomery, AL
Wells Fargo Advisors
Fred Bear Jr. is a financial advisor with Wells Fargo Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he is involved in several investment-related business ventures, including ownership interests in family-owned and other investment LLCs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters.
William H
Series 63, Series 65
Montgomery, AL
Wells Fargo Advisors
William Harris is a financial advisor at Wells Fargo Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked within Wells Fargo entities since 2009. Outside his advisory role, Harris co-owns SageGrowth Wealth Management LLC and has ownership interests in related entities including SageGrowth Legacy, LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and investment recommendations supported by proprietary research and tools.
Edwin J
CFA®, Series 63, Series 65
Montgomery, AL
Wells Fargo Advisors
Edwin Johnson is a financial advisor at Wells Fargo Advisors in Montgomery, AL, holding the CFA® designation and Series 63 and 65 licenses with 21 years of industry experience. His career is primarily with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the board of Eastwood Christian School and is involved in entrepreneurial ventures, including ownership roles in several investment-related firms and a business producing pillowcases. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products and referral channels.
Dianne D
Series 66
Montgomery, AL
Wells Fargo Advisors
Dianne Dempsey is a financial advisor at Wells Fargo Advisors in Montgomery, AL, holding a Series 66 designation with 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs planning, supported by Wells Fargo research and planning tools.
Laura S
Series 63
Montgomery, AL
Wells Fargo Advisors
Laura Sikes is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. She holds a Series 63 designation and is based in Montgomery, AL. 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 financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.
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