Scottsdale, AZ 8501 North Scottsdale Rd Office

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.

Jake Desiderio is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 licenses and approximately one year of industry experience. His prior roles include positions at Cetera Wealth Services, Renaissance Financial, and several other financial and non-financial firms. Outside of advising, he has worked with Frosty Tops, LLC (Little O's), indicating involvement in entrepreneurial activities. 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 tailored to clients who meet specific net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

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.

Elizabeth Ericksen is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding Series 65 and Series 63 licenses with two years of industry experience. Her prior roles include positions at UBS Financial Services Inc and Kimley Horn Associates, along with work related to extended travel and university employment. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, using proprietary research and tools to tailor recommendations across diverse planning needs.

Teresa Maniere is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She holds a Series 63 credential and has worked within Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of her advisory role, she serves as a trustee of her mother’s trust. 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 and uses proprietary research and tools to develop tailored recommendations for clients.

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.

Christopher Zich is a financial advisor with Wells Fargo Advisors based in Scottsdale, AZ, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His prior work history includes positions at UBS Financial Services, Merrill, and Wells Fargo Clearing. He is also involved in investment-related business activities through CDZ Holdings LLC and holds partial ownership in Legacy Strategic Partners LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition planning and special-needs analysis. Advisors at the firm use proprietary research and tools to develop tailored recommendations delivered through client meetings and written summaries, with implementation options available through brokerage or advisory programs.

Nicholas Pizii is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, with 27 years of industry experience. He has worked with Wells Fargo Advisors since 2021 and previously with Wells Fargo Clearing from 2016 to 2021. Pizii holds Series 63 and Series 65 designations. Outside of his advisory role, he owns NPZ Holdings LLC and has an ownership interest in Legacy Strategic Partners LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services that include specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

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.

Kerri Chase is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Wells Fargo since 2016. Outside of her financial career, she has been working as a bartender and server at JT's Bar and Grill since 2013. 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 including cash-flow, retirement, education, and specialized planning areas. Advisors utilize Wells Fargo’s research and tools to deliver tailored recommendations, with clients choosing how to implement them through the firm’s brokerage or advisory programs.

Gary Gallant is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing Services, and Charles Schwab & Co., Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, tailoring recommendations through proprietary research and tools.