Naperville, IL Westings Avenue Office

Team
Updated today
Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Firm-wide stats for Wells Fargo Advisors

Total advisors

4,193

Across 1,155 offices

Clients per advisor

109 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

2056 Westings Avenue, Ste 540

Naperville IL 60563

Advisors at this office

19

Advisors at this office

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Laura T

CFP®, Series 63, Series 66

Naperville, IL

Wells Fargo Advisors

Laura Toms is a CFP®-certified financial advisor with 30 years of industry experience. She is currently with Wells Fargo Advisors, joining in 2023, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2023, she has ownership interests in Great Lakes Asset Management LLC and Elesty LLC, both investment-related businesses based in Naperville, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning solutions supported by proprietary research and 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
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Chris A

Series 66, Series 65

Naperville, IL

Wells Fargo Advisors

Chris Ambrose is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Merrill Lynch, JP Morgan Chase, Bankers Life, Mercer Advisors, A.G. Edwards & Sons, and Waddell & Reed. Ambrose is currently based in Naperville, Illinois. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and tools, supporting a variety of specialized planning needs and optional implementation through brokerage or 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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Gretchen B

Series 63, Series 66

Naperville, IL

Wells Fargo Advisors

Gretchen Brashler is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 66 licenses. She has 21 years of industry experience, including a 13-year tenure at J.P. Morgan Securities. 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 range of planning services and uses proprietary research and tools to develop tailored recommendations, with clients able to choose how to implement them through various brokerage or 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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Mark M

CFP®, Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Mark Musaraca is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he holds ownership interests in several investment-related businesses and farms. 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 uses Wells Fargo research and planning tools to deliver tailored recommendations across various financial planning areas, with optional implementation through brokerage or 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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James B

Series 63

Naperville, IL

Wells Fargo Advisors

James Brown is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Brown serves as a director on the board of his condominium association and has been involved with Visitation Catholic Church since 1978. 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 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
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Donald N

Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Donald Nelson is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and serving clients for 33 years. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of advising, he founded Yes We Can 1, an organization that provides scholarship grants to community ministries. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services through a broad menu of options tailored to clients meeting certain net-worth criteria. The firm integrates advisory services with other financial products and referral channels, providing a range of planning and implementation solutions.

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

CFP®, Series 65, Series 63

Naperville, IL

Wells Fargo Advisors

Matthew Deboer is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2022, following prior roles at Wells Fargo Clearing Services, LLC, and Calamos Financial Services LLC. Deboer serves as treasurer for the National Association of Anorexia Nervosa and Associated Disorders. 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, including specialized areas such as business-owner transition planning and special-needs analysis, 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
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Charles N

Series 66

Naperville, IL

Wells Fargo Advisors

Charles Nunley is a financial advisor at Wells Fargo Advisors in Naperville, IL, holding a Series 66 designation with four years of industry experience. His work history includes positions at Wells Fargo Clearing Services, BDO USA LLC, and Sheffield & Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria.

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

Philip H

Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Philip Harwood is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2023 and previously worked at Wells Fargo Clearing from 2016 to 2023. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including retirement, education, and business-owner transition planning. Wells Fargo Advisors Financial Network supports advisors with proprietary research and tools and integrates advisory services 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

Jennifer G

Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Jennifer Grzeskiewicz is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include seven years with First Trust Advisors L.P. and eleven years at Advisors Asset Management, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with a range of 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

Jason S

Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Jason Stallmann is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes positions at Wells Fargo Clearing and Citigroup Global Markets. He has ownership interests in two investment-related firms based in Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning using proprietary research and tools, covering diverse needs including retirement, education, risk, and specialized planning areas.

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

Edmond L

Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Edmond Leeney is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked with Wells Fargo Advisors Financial Network since 2010 and previously spent over a decade at Morgan Stanley and its affiliates. Outside of his advisory role, he is the treasurer for DeKalb County Taxpayers Against the Casino, Inc. 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 investment and financial planning services using proprietary research and planning tools, with an emphasis on tailored recommendations and a variety of specialized planning areas.

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

Series 66

Naperville, IL

Wells Fargo Advisors

Dustin Husarik is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked in various capacities within Wells Fargo Clearing and Wells Fargo Advisors since 2016, as well as a brief role at DeVry University. 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 uses proprietary research and planning tools to develop tailored recommendations, serving clients with diverse planning needs including retirement, education, and niche areas such as business-owner transition and special-needs analysis.

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

Amy L

Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Amy Lanenga is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Prudential Equity Group, LLC, and Merrill. 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 solutions, including niche areas such as business-owner transition and special-needs 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

Tiffany M

Series 66

Naperville, IL

Wells Fargo Advisors

Tiffany Magnan is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2016, including time at Wells Fargo Clearing prior to her current role. 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 financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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