Seattle, WA Third Ave Office

Team
Updated today
Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Firm-wide stats for Wells Fargo Advisors

Total advisors

4,193

Across 1,155 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

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

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

Based on Wells Fargo Advisors

Occupation focus

Founder/Business Owner

Based on Wells Fargo Advisors

Location

1201 Third Ave, Ste 3090

Seattle WA 98101

Advisors at this office

4

Advisors at this office

user avatar

Jayden P

Series 66

Seattle, WA

Wells Fargo Advisors

Jayden Patterson is a financial advisor at Wells Fargo Advisors with two years of industry experience and a Series 66 designation. Prior to joining Wells Fargo Advisors in 2026, Patterson worked at First Command Advisory Services, Fidelity Investments, and held various positions outside the financial industry, including roles at Planet Fitness and Washington State University. Wells Fargo Advisors 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, including specialized planning for business-owner transitions, sports and entertainment, special-needs, and divorce, using proprietary research and tools to develop tailored client recommendations.

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

Angela S

CFP®, Series 63, Series 65

Seattle, WA

Wells Fargo Advisors

Angela Simmons is a CFP® professional at Wells Fargo Advisors in Seattle, WA, with 29 years of industry experience. She has worked at Wells Fargo Advisors since 2019, following roles at Wells Fargo Clearing and Prudential Equity Group. Simmons also owns and operates her own investment management firms, including Angela Simmons, LLC, and is a trustee for the Gregory Simmons Group 401(k). Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services that include retirement, education, and business-owner transition planning. The firm employs proprietary research and planning tools to develop tailored client recommendations, with a flexible approach to implementation and compensation.

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

Sylvie T

Series 66

Seattle, WA

Wells Fargo Advisors

Sylvie Thomas is a Series 66 licensed financial advisor with Wells Fargo Advisors in Seattle, WA, where she has worked since 2017 across affiliated entities. She has seven years of industry experience and has professional involvement as a notary public in Washington. Thomas also holds an ownership interest in Sylvie Thomas, LLC, and 1201 Investment Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo’s research and planning tools to deliver tailored recommendations.

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

Gabrielle H

Series 66

Seattle, WA

Wells Fargo Advisors

Gabrielle Harrison is a financial advisor with Wells Fargo Advisors in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, she worked in education-related roles at Holy Names Academy and St. Lawrence University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on discrete, tailored recommendations.

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