Palm Beach Gardens, FL 3825 Pga Boulevard Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,178

Across 1,145 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

3825 Pga Boulevard, Ste 601

Palm Beach Gardens FL 33410

Advisors at this office

37

Advisors at this office

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Ian M

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Ian Mould is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he was involved with Elite Color Solutions LLC from 2021 to 2024. 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, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary 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
user avatar

Justin B

CFP®, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Justin Blews is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2016. Prior to that, he held positions at Morgan Stanley, Merrill, and Ameriprise. Outside of his advisory work, he is involved with PSI Technologies, Inc., where he handles back office accounting functions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs. The firm employs a broad planning approach supported by proprietary research and tools, offering clients tailored recommendations 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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Andrew B

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Andrew Brusca is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and six years of industry experience. His career includes six years at Wells Fargo Clearing and nine years with Florida Atlantic University. 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 utilizing Wells Fargo research and tools, with tailored recommendations delivered through meetings and client summary letters.

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

Series 63, Series 65

Palm Beach Gardens, FL

Wells Fargo Advisors

Mary Acito is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Fidelity Investments. Additionally, she is a notary public in Boca Raton, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with various financial product offerings.

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

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Timothy Lynch is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He previously worked at Wells Fargo Clearing, Cintas, and the New York Yankees. Lynch is also the owner of TL26 Capital LLC, a business related to investment activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and financial planning services, including niche areas such as business-owner transition and sports & entertainment planning. Advisors develop tailored recommendations using proprietary research and planning tools, with implementation options available 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

David C

Series 63

Palm Beach Gardens, FL

Wells Fargo Advisors

David Crum is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL. He holds a Series 63 designation and has 43 years of industry experience. He has been with Wells Fargo Advisors since 2012. 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 tailored to clients meeting a net-worth threshold, utilizing 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
user avatar

Christopher M

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Christopher Mcdermott is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He has been with Wells Fargo Advisors since 2015 and holds a Series 66 designation. Outside of his advisory role, he serves as a trustee of Finet Practice Solo 401K. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

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

William B

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

William Brady is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and nine years of industry experience. He has worked within Wells Fargo’s various divisions since 2016. 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 planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using 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
user avatar

David S

Series 63, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

David Schnall is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns D. Schnall LLC, an investment-related business, and serves as a trustee for a related 401(k) plan. 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 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

Kevin P

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Kevin Prazenica is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is involved as the owner of AWP Capital, LLC and Finet Practice Prazenica GP, LLC, both investment-related ventures. 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 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

John F

Series 63, Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

John Felice is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS Financial Services. 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, including specialized planning for business owners, special-needs clients, and divorce, supported by Wells Fargo 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

Richard B

Series 63

Palm Beach Gardens, FL

Wells Fargo Advisors

Richard Brusca is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 63 designation and 44 years of industry experience. He has been associated with Wells Fargo entities since 2009. Brusca has ownership interests in Omega Chapter Inc. and Brusca GP, LLC, both investment-related ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with a broad array of planning options across various specialized areas.

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

Daniel H

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Daniel Hepworth is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked within various Wells Fargo entities since 2009, including 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, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using 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
user avatar

Christopher K

Series 66

Palm Beach Gardens, FL

Wells Fargo Advisors

Christopher Keller Jr. is a financial advisor with Wells Fargo Advisors holding a Series 66 credential and two years of industry experience. His prior work includes positions at Stifel and teaching roles at the University of Florida, Palm Beach State College, and Jupiter High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. It offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and tailored recommendations 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
user avatar

Heidi P

Series 63

Palm Beach Gardens, FL

Wells Fargo Advisors

Heidi Pittell is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 63 designation and over 41 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. 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 who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

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