Naples, FL Tam Office

Patrick Lampe is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Alvarez and Marsal, Northwestern Mutual Investment Management, and a position at McKendree University. 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 and develops tailored recommendations utilizing proprietary research and tools, with clients having flexibility in implementing those recommendations.

Justin Mclaughlin is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he serves as co-trustee for a family investment trust and is involved in a joint venture to build a home for sale. 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 solutions with various financial products and referral channels.

Alex Mccain is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2023, previously serving six years at Wells Fargo Clearing and one year at Connor and Gaskins Unlimited. 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 planning menu covering various specialized areas and integrates advisory services with other financial products and referral channels.

Riley Smith is a financial advisor at Wells Fargo Advisors with Series 66 credentials and has been in the industry since 2023. Prior to his advisory role, he has 19 years of experience in primary, secondary, collegiate, and graduate education. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and niche planning needs. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options through various brokerage and advisory programs.

Karen Szczepkowski is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors since 2023, after seven years with Wells Fargo Clearing and two years at A. G. Edwards & Sons, Inc. Outside of finance, she is a demonstrator for Stampin' Up!, providing product demonstrations at home workshops. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and tools, with services spanning cash-flow, retirement, education, and specialized planning areas.

Robert Roe is a financial advisor at Wells Fargo Advisors with a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at BMO Harris for five years. 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 fee-based financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Spencer Gauta is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Northwestern Mutual Wealth Management Company and related entities from 2022 to 2024. Outside of his advisory role, he owns AI Secretary LLC, a company focused on developing real-time note-taking software for audio and video calls. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of needs including retirement, education, risk, and wealth-transfer planning. The firm employs Wells Fargo research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them through various brokerage or advisory programs.

Jared Smith is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and one year of industry experience. Prior to his current role beginning in 2023, he worked at Carnegie Mellon University from 2019 to 2023 and taught at the junior high and high school levels from 2013 to 2019. He is also involved with Clarity Wealth Insurance Solutions LLC as a wealth advisor. 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 using proprietary research and tools, covering areas from retirement and education planning to niche services like business-owner transition and special-needs analysis.

Daniel Lampe is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at PGIM Investments LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved in several investment-related business ventures, including majority ownership in DSL Wealth Management, LLC. 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 tailored to clients meeting a net-worth threshold, utilizing its own research and planning tools to develop customized recommendations.

Brian Kirk is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. He serves as an executor and trustee for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Laura Ross is a financial advisor with Wells Fargo Advisors in Naples, FL, holding the CFP® designation and Series 63 and 65 licenses. She has 26 years of industry experience, including prior roles at Wells Fargo Clearing and Prudential Equity Group, LLC. 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 and uses proprietary research and tools to develop tailored client recommendations.

Keith Jacoby is a CFP® professional with 31 years of industry experience. He is currently a financial advisor at Wells Fargo Advisors, where he has worked since 2023, following seven years at Wells Fargo Clearing and seven years at Prudential Equity Group. Jacoby has ownership interests in multiple investment-related ventures, including John Galt Holdings, LLC, and Clarity Wealth Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes Wells Fargo's research and planning tools to develop tailored recommendations, providing services that span from retirement and education planning to niche areas such as business-owner transition and special-needs analysis.

Kevin Quinn is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Merrill, Bank of America, and Wells Fargo Clearing before joining Wells Fargo Advisors in 2023. He owns KFQ Holdings Inc., an S corporation established to manage his investment-related income and expenses. 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 options that include retirement, education, and business-owner transition planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, and clients decide on implementation through the firm’s brokerage or advisory programs.

Mark Jones is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing and Ameriprise. 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 that address cash flow, retirement, education, risk, wealth transfer, and specialized areas like business-owner transition and special-needs planning.

Jeanpierre Holland is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Nationwide Investment Services Corporation prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including specialized services like business-owner transition and special-needs analysis, using proprietary research and planning tools.