Peachtree City, GA World Dr Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,162

Across 1,137 offices

Clients per advisor

110 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

101 World Dr, Ste 175

Peachtree City GA 30269

Advisors at this office

13

Advisors at this office

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Michael D

Series 66

Peachtree City, GA

Wells Fargo Advisors

Michael Dent is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2006 to 2024 and Alchemy Wealth Management LLC from 2024 to 2025. 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, 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

Steven T

Series 66

Peachtree City, GA

Wells Fargo Advisors

Steven Ton is a financial advisor at Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation. He has experience in mortgage lending and energy investment firms and has served in the US Navy Reserves since 2016. Outside of finance, he has worked for FedEx and Delta Air Lines. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and other niche needs.

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

Elliott C

Series 65, Series 63

Peachtree City, GA

Wells Fargo Advisors

Elliott Coleman IV is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network LLC, Suntrust Bank (now Truist Bank), and Synovus Bank. He serves as Treasurer for the Uptown Columbus Business Improvement District in Columbus, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and sports & entertainment 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
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Cindy L

Series 63, Series 65

Peachtree City, GA

Wells Fargo Advisors

Cindy Lawrimore is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She has held roles within Wells Fargo entities since 2009. Outside of her advisory work, she serves as a trustee for the Wickham Capital 401(k) plan and holds power of attorney responsibilities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu 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

Jay G

Series 66

Peachtree City, GA

Wells Fargo Advisors

Jay Griffin is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Edward Jones, Regions Bank, and Cetera Investment Services. Outside of his advisory work, he owns and operates JAY L GRIFFIN, LLC, an investment-related business based in Newnan, GA. 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 planning menu and utilizes its own research and planning tools to develop tailored recommendations, with clients choosing how to implement these 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

Charles P

Series 66

Peachtree City, GA

Wells Fargo Advisors

Charles Pryor is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Peachtree City, GA, and has 17 years of industry experience. He has been with Wells Fargo Advisors in various capacities since 2009. Outside of his advisory work, he serves on the finance committee of Americus First United Methodist Church and is involved in managing Pryor Wealth Management, LLC. 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 tailored to clients who meet specified net-worth thresholds. Advisors use Wells Fargo research and tools to develop recommendations delivered through meetings and client communications, with optional implementation 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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Austin C

Series 63, Series 65

Peachtree City, GA

Wells Fargo Advisors

Austin Carroll is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at several firms, including Amentum, Mutual Advisors, Prime Capital Investment Advisors, and Cornerstone Retirement Group, and spent nine years at DynCorp International before entering the financial advisory field. 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. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds 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

Linwood T

Series 63

Peachtree City, GA

Wells Fargo Advisors

Linwood Thompson is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is involved in LHT II LLC, an investment-related business. 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 offerings with various 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

Malon W

Series 63, Series 65

Peachtree City, GA

Wells Fargo Advisors

Malon Wickham is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors and its affiliated firms since 2010. Outside of his advisory role, he serves as president of a condominium association in Ponte Vedra, FL, and has part ownership in a venture related to private plane ownership for personal travel. 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 and develops tailored recommendations using proprietary 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
user avatar

Kassi L

Series 66

Peachtree City, GA

Wells Fargo Advisors

Kassi Lee is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Lee held roles at Sunbelt Technology LLC and SportsTrust Advisors, among others. 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 niche areas such as business-owner transition and sports & entertainment 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

James C

Series 66

Peachtree City, GA

Wells Fargo Advisors

James Cox is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 24 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a trustee and executor for various family-related investment and estate matters. 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 and uses proprietary research and tools to develop tailored recommendations for its clients.

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

James H

Series 66

Peachtree City, GA

Wells Fargo Advisors

James Hunter is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 credential and eight years of industry experience. He has been with Wells Fargo Advisors since 2017 following a ten-year retirement. Outside of his advisory role, Hunter serves on the boards of directors for True Natural Gas and Coweta-Fayette Electric Membership Corporation, where he participates in corporate governance and strategic oversight. 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 and investment services, utilizing proprietary research and tools to tailor recommendations that clients may implement 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

Douglas A

Series 66

Peachtree City, GA

Wells Fargo Advisors

Douglas Aldridge Jr is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Aldridge also owns and operates two investment-related businesses, Aldridge Private Wealth Management Group LLC and AdoptiO Capital LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk management, and specialty areas such as business-owner transitions and special-needs planning. The firm combines advisory services with banking and other financial product offerings through a large network of financial advisors.

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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