Philadelphia, PA Frankford Ave Office

Caroline Jones is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds a Series 66 credential and has previously worked at Bank of America, Merrill, and served in various roles connected to King's College. Outside of her advisory work, she is a co-author of several children’s books and a musician who sings and plays piano and guitar. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations based on proprietary research and planning tools. The firm serves clients with a broad range of planning needs, including specialized services such as business-owner transition and special-needs analysis.

Matthew Adams is a financial advisor with Wells Fargo Advisors in Philadelphia, PA, holding a Series 66 license and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2017, he worked at GQR Global Markets for three years. Outside of his advisory role, he is a 50% owner of Fishtown Connect LLC, a networking group based in Philadelphia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.