Ormond Beach, FL Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

8

Of 4,145 advisors across 1,134 offices

Location

1200 W Granada Blvd, Unit 6 B

Ormond Beach FL 32174

Advisors at this office

8

Advisors at this office

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John D

Series 63, Series 66

Ormond Beach, FL

Wells Fargo Advisors

John Demers is a financial advisor with Wells Fargo Advisors, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in Integrative Wealth Management, LLC, and Finet. John Demers LLC, businesses related to investment management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose whether and 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
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Linda L

CFP®, Series 63, Series 65

Ormond Beach, FL

Wells Fargo Advisors

Linda Lampman is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to her current role, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is the sole owner of Linda Lampman LLC, an investment-related business in Ormond Beach, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm offers tailored recommendations supported by Wells Fargo research and planning tools, with planning engagements typically conducted on a discrete basis.

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

CFP®, Series 66

Ormond Beach, FL

Wells Fargo Advisors

Christine Capps is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the CFP® and Series 66 designations. Prior to her current role since 2023, she worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. She is also a 50% owner of Integrative Wealth Management, LLC, a financial practice based in Palm Coast, FL. 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 and investment services, utilizing proprietary research and planning 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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Lindsey H

Series 63, Series 65

Ormond Beach, FL

Wells Fargo Advisors

Lindsey Hamilton is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of offerings, including cash-flow, retirement, and specialized planning areas. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementation.

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

Series 63, Series 65, Series 66

Ormond Beach, FL

Wells Fargo Advisors

Robin Virden is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 credentials and 29 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Morgan Stanley for five years and held positions at SunTrust Advisory Services LLC and Cramer & Rauchegger Inc. Outside of advisory work, he is the sole member of an investment-related trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with options for brokerage or advisory program implementations.

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

Series 66

Ormond Beach, FL

Wells Fargo Advisors

Michael Horn is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His previous roles include positions at LPL Financial and repeated engagements at Clemson University. He has also been involved with an entity called Chicken or the Egg. 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 planning menu and develops tailored recommendations using proprietary research and tools, with clients having discretion over 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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Danny W

Series 63, Series 65

Ormond Beach, FL

Wells Fargo Advisors

Danny Waller II is a financial advisor with Wells Fargo Advisors in Ormond Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over 15 years. Waller also owns and operates DAN WALLER LLC, an investment-related practice based in Port Orange, FL. 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 planning menu and integrates advisory services with various financial product sales 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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Wesley H

Series 66

Ormond Beach, FL

Wells Fargo Advisors

Wesley Hollan is a financial advisor with Wells Fargo Advisors and holds a Series 66 credential. He has 18 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Hollan also owns WES HOLLAN LLC, a financial practice based in Ormond Beach, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across a broad range of financial planning areas.

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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