Scottsdale, AZ 8601 N Scottsdale Rd Office

Kimberly Mccauley is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds the Series 66 and Series 63 designations and has previously worked at SVB Bank, LPL Financial, Early Warning LLC, and Charles Schwab. Kimberly serves as a co-trustee for her parents’ trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer strategies. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Jaicie Sangoi is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, Bank of America, and Walgreens Corporate Office. 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 using proprietary research and tools, delivering tailored recommendations through both meetings and written summaries.

Priscilla Blanco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. Her background includes roles at Charles Schwab & Co Inc, Robert W Baird & Co Inc, and Edward Jones. Outside of her advisory work, she has experience as an independent contractor driver for DoorDash. 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 tools, delivering tailored recommendations that clients may implement through various brokerage or advisory programs.

Kristen Luikens is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds the Series 63 and Series 65 licenses. Luikens has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. 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 broad menu covering areas such as cash-flow, retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial product offerings and referral channels.

Mary Anne Hartigan is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Northwestern Mutual Investment Services and RBC Capital Markets. Outside of her advisory role, she works as a sales associate in women's clothing retail. 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 menu of financial planning services using proprietary research and tools, with planning engagements that are typically discrete and tailored to client needs.