Naples, FL 5811 Pelican Bay Blvd 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

5811 Pelican Bay Blvd, Ste 600

Naples FL 34108

Advisors at this office

19

Advisors at this office

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Robert E

Series 66, Series 63

Naples, FL

Wells Fargo Advisors

Robert Edwards is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 66 and Series 63 credentials and having 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, RiverGlades Family Offices, and Antonetti Capital Management. He also owns RTE WEALTH LLC, a single-member financial entity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored client recommendations.

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

Series 63, Series 66

Naples, FL

Wells Fargo Advisors

Nathalie Remillard is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at RBC Capital Markets and UBS Financial Services. She is based in Naples, FL. 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 options, using research and planning tools to develop 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
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Richard C

Series 63, Series 65

Naples, FL

Wells Fargo Advisors

Richard Childress is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Childress is the owner of a shoe repair business in Fort Myers, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, and advisors use Wells Fargo 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
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John K

Series 63, Series 65

Naples, FL

Wells Fargo Advisors

John Kellar is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. He is the owner of Adaptive Investors, LLC, an investment-related business based in Fort Lauderdale, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with planning engagements typically being discrete and optional for clients to implement through the firm’s 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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Sebastian B

Series 66

Naples, FL

Wells Fargo Advisors

Sebastian Brinkerhoff is a financial advisor at Wells Fargo Advisors with five years of industry experience. He has worked at Wells Fargo Advisors since 2020. Outside of his advisory role, he serves on the finance committee of the Pelican Marsh Golf Club in Naples, FL. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options supported by Wells Fargo 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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Lorleta L

Series 63, Series 65

Naples, FL

Wells Fargo Advisors

Lorleta Langevin is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors since 2018, following roles at Wells Fargo Clearing and Prudential Equity Group. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

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

Series 66

Naples, FL

Wells Fargo Advisors

Colin Strapp is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Principal Life Insurance. Prior to joining Wells Fargo Advisors, he held positions in both financial services and the hospitality industry. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through its 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

Michael S

Series 63, Series 66

Naples, FL

Wells Fargo Advisors

Michael Shear is a financial advisor at Wells Fargo Advisors with 56 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors and its affiliated entities since 2016. Outside of his advisory work, he is a trustee of his spouse's trust and manages Shear Wealth Management Inc., a registered investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, 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

Fredric G

Series 63, Series 65

Naples, FL

Wells Fargo Advisors

Fredric Gesten is a financial advisor with Wells Fargo Advisors based in Naples, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and Prudential Equity Group for six years. Outside of his advisory role, he serves as a co-trustee for his son and works as a substitute teacher in the Broward school system. 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, including specialized areas such as business-owner transition planning and special-needs analysis, supporting clients through tailored recommendations and a variety of implementation options.

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

Andrew B

Series 63, Series 65

Naples, FL

Wells Fargo Advisors

Andrew Banks is a financial advisor at Wells Fargo Advisors in Naples, FL, with 43 years of industry experience. His prior firms include UBS Financial Services, Citigroup Global Markets, and Wells Fargo Clearing. He serves as a co-trustee of a family trust in Fort Lauderdale. 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 range of planning services and delivers tailored recommendations using proprietary research and tools.

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

Kimberly L

Series 63, Series 65

Naples, FL

Wells Fargo Advisors

Kimberly Larson Collins is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Her career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advisory work, she has ownership interests in a metal finishing company and agricultural land, and manages estate planning and trust funds through her own firm and trustee roles. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting net-worth thresholds. The firm uses proprietary research and tools to develop recommendations, with clients choosing whether 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
user avatar

Cornelius K

Series 66

Naples, FL

Wells Fargo Advisors

Cornelius Kelleher is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

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

Adam Y

Series 66

Naples, FL

Wells Fargo Advisors

Adam Yakubec is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., LPL Financial, 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 options using proprietary research and tools, with clients able to choose how to implement recommendations 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

Darren M

Series 63, Series 65

Naples, FL

Wells Fargo Advisors

Darren Moran is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Citigroup Global Markets. Outside of financial services, he is the executive producer and host for Garrison Media, LLC, a historical preservation media company. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm delivers tailored recommendations using proprietary research and tools, with clients deciding how to implement strategies 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

Linda O

Series 66

Naples, FL

Wells Fargo Advisors

Linda Olson is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Advisors since 2016, including a recent transition within the firm in 2025 after nine years at Edward Jones. Outside of her advisory role, Olson has ownership interests in farmland and rental properties. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors develop tailored recommendations using firm-provided research and planning tools, with implementation options available 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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