Saint Louis, MO Office

Scott Smith is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2010 to 2016. Outside of his advisory work, Smith officiates high school basketball games and rugby matches through local refereeing organizations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jessica Mizell is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 10 years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menu.

Curtiss Otten is a financial advisor at Wells Fargo Advisors in St. Louis, MO, holding Series 63 and Series 66 registrations with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, and has also been employed at Trader Joe’s for over 18 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through comprehensive investment and financial planning services. The firm offers a broad planning menu with tailored recommendations based on proprietary research and tools, supporting various specialized planning needs.

Daniel Adler is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2012. Outside of his advisory role, he works as a fitness instructor coaching group fitness classes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services that cover areas such as retirement, education, risk, and wealth-transfer planning. The firm offers tailored recommendations using proprietary research and tools, with optional implementation through brokerage or advisory programs.

Morgan Coggin is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2008. Outside of his advisory role, he has a 16.5% ownership interest in Millennium Growth Partners, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Andrew Hunn is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo in various capacities since 2014. 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 range of planning services, including niche areas like business-owner transition planning and special-needs analysis, using proprietary research and planning tools.