Scottsdale, AZ 8501 North Scottsdale Rd Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

10

Of 4,147 advisors across 1,134 offices

Location

8501 North Scottsdale Rd, Ste 150

Scottsdale AZ 85253

Advisors at this office

10

Advisors at this office

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Michael D

CFP®, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Michael Digrazia is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2023. He spent 19 years at UBS Financial Services prior to joining Wells Fargo. Outside of his advisory role, he has ownership in RMD Development LLC, a home renovation business based in Scottsdale, AZ. 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 institutions. The firm provides a broad range of planning services utilizing proprietary research and tools, with clients able to implement recommendations 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
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Thomas T

CFP®, CFA®, Series 65, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Thomas Tenney is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the CFP® and CFA® designations and previously worked at UBS Financial Services for 16 years. Outside of his advisory role, he manages several rental property investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using Wells Fargo research and planning tools. The firm offers a broad range of planning options tailored to clients who meet specific net-worth criteria.

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

Series 65, Series 63

Scottsdale, AZ

Wells Fargo Advisors

Elizabeth Ericksen is a financial advisor based in Scottsdale, AZ, currently with Wells Fargo Advisors. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at UBS Financial Services Inc and Kimley Horn Associates. 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 special-needs analysis, with advisory services integrated alongside other financial products.

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

Series 63

Scottsdale, AZ

Wells Fargo Advisors

Teresa Maniere is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding the Series 63 designation and bringing 32 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to her current position which she began in 2023. She serves as a trustee of her mother's trust as an outside activity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu with specialized services and uses proprietary research and planning tools to develop tailored recommendations for clients.

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

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Morey Perlmutter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2023. He operates a sole proprietorship related to financial advisory activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations using proprietary research and planning tools, 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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Christopher Z

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Christopher Zich is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles within Wells Fargo Advisors and Wells Fargo Clearing dating back to 2012. Outside of his advisory role, he owns and manages CDZ Holdings LLC, an investment-related business. 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 tailored to clients meeting certain net-worth criteria, utilizing 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
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Nicholas P

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Nicholas Pizii is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Wells Fargo Advisors since 2013, including time at Wells Fargo Clearing. Outside of his advisory role, he is involved in investment-related activities through ownership in NPZ Holdings LLC and partial ownership in Legacy Strategic Partners LLC. 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 investment strategies, utilizing Wells Fargo’s research and planning tools, 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
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Michael C

Series 66

Scottsdale, AZ

Wells Fargo Advisors

Michael Choy is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for nine years before joining Wells Fargo Advisors in 2024. He operates a sole proprietorship focused on investment-related activities in Scottsdale, AZ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including cash-flow, retirement, education, and specialized planning areas. Advisors use firm research and planning tools to provide tailored recommendations, with implementation options available through various firm programs.

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

Series 63, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Kerri Chase is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2012. Outside of finance, she has been involved with JT's Bar and Grill in Phoenix as a bartender and server since 2013. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services that include cash-flow, retirement, education, and specialized planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and client summary letters, 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
user avatar

Gary G

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Gary Gallant is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Wells Fargo Advisors, Wells Fargo Clearing Services, Charles Schwab & Co., Inc., and Wells Fargo Bank. 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 planning menu that addresses diverse client needs and integrates advisory services with banking and other financial products.

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