Scottsdale, AZ Office
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Wells Fargo Advisors
Institution
Firm-wide stats for Wells Fargo Advisors
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
Based on Wells Fargo Advisors
Location
Scottsdale AZ
Advisors at this office
3
Advisors at this office
Francis F
Series 63, Series 65
Scottsdale, AZ
Wells Fargo Advisors
Francis Furgiuele is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has held various roles within Wells Fargo-affiliated firms since 2009. Outside of his work at Wells Fargo, he is involved in investment-related consulting through his own firm, Francis Furgiuele Consulting, LLC, and co-owns Meridian Wealth Management Group, LLC. 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, combining advisory services with other financial products and referral channels.
Scott M
Series 63, Series 66
Scottsdale, AZ
Wells Fargo Advisors
Scott Molt is a financial advisor with Wells Fargo Advisors in Avon, Colorado, holding Series 63 and Series 66 credentials and having 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory work, he owns and manages a rental property in Medellin, Colombia. 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. The firm offers a broad range of planning services through a network of financial advisors, combining research, planning tools, and various implementation options.
William W
Series 63, Series 65
Scottsdale, AZ
Wells Fargo Advisors
William Wickham is a financial advisor with Wells Fargo Advisors located in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked within Wells Fargo and its affiliates since 2012. Outside of his advisory role, he owns and operates BW Advisors LLC in Scottsdale, AZ. 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 using internal research and tools, with discretionary implementation options across brokerage and advisory programs.
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