Tallahassee, FL Office

Team
Updated today
Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Firm-wide stats for Wells Fargo Advisors

Total advisors

4,175

Across 1,138 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

3320 Thomasville Rd, Ste 300

Tallahassee FL 32308

Advisors at this office

7

Advisors at this office

user avatar

Michael R

Series 63, Series 66

Tallahassee, FL

Wells Fargo Advisors

Michael Roper is a financial advisor with Wells Fargo Advisors in Tallahassee, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Massachusetts Mutual Life Insurance Company. He serves as a trustee of trusts for nephews and is a principal owner of two financial-related entities based in Tallahassee. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

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

Bruce R

Series 66

Tallahassee, FL

Wells Fargo Advisors

Bruce Roberson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked in various capacities within the Wells Fargo organization since 2009. Roberson has ownership interests in two investment-related businesses based in Tallahassee, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels, offering tailored recommendations through its research and planning tools.

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

Michael J

Series 63

Tallahassee, FL

Wells Fargo Advisors

Michael Jordan is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He has worked across several Wells Fargo entities since 2009, with prior experience at A. G. Edwards & Sons, Inc. from 1994 to 2008. He holds a Series 63 designation and is based in Tallahassee, FL. 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, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

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

Amy P

Series 63, Series 66

Tallahassee, FL

Wells Fargo Advisors

Amy Perrin is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds Series 63 and Series 66 registrations. Perrin has worked within various Wells Fargo entities since 2013, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementation.

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

Kyle C

Series 66

Tallahassee, FL

Wells Fargo Advisors

Kyle Crilow is a financial advisor with Wells Fargo Advisors in Tallahassee, FL, holding a Series 66 designation and bringing nine years of industry experience. His prior work includes roles at Wells Fargo Clearing, The Gabor Agency, Lincoln Investment, and JZ Expedited Logistics. He is also involved in private investment management through ownership interests in two related entities in Tallahassee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing research and planning tools to develop tailored recommendations across a broad range of financial needs.

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

Gloria W

Series 66

Tallahassee, FL

Wells Fargo Advisors

Gloria Woodford is a financial advisor with Wells Fargo Advisors in Tallahassee, FL, holding a Series 66 designation and 16 years of industry experience. She has worked within various Wells Fargo entities since 1999 and serves as a notary public in Florida. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a broad range of financial planning services tailored to clients who meet specific net-worth criteria. The firm combines advisory services with other financial products and referral channels to deliver customized recommendations.

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

Anuradha I

Series 66

Tallahassee, FL

Wells Fargo Advisors

Anuradha Iyer is a financial advisor at Wells Fargo Advisors in Tallahassee, FL, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. outside of her advisory work, she worked as a homemaker for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools to develop personalized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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