Vero Beach, FL Ocean Drive Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

4

Of 4,147 advisors across 1,134 offices

Location

3387 Ocean Drive, [Satellite]

Vero Beach FL 32963

Advisors at this office

4

Advisors at this office

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Alexander B

Series 63, Series 66

Vero Beach, FL

Wells Fargo Advisors

Alexander Batt is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding Series 63 and Series 66 licenses and over 26 years of industry experience. His prior work includes roles at Bank of America and Merrill. He has ownership interests in two investment-related businesses based in Vero Beach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm develops tailored recommendations using proprietary research and planning tools, offering 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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Chase P

Series 66

Vero Beach, FL

Wells Fargo Advisors

Chase Perez Blanco is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding a Series 66 credential and two years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameriprise from 2023 to 2026 and was employed at Quail Valley Golf Club from 2018 to 2023. He also attended the University of Florida from 2014 to 2018. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients meeting net-worth thresholds. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with a broad spectrum of planning options including niche services such as business-owner transition planning and special-needs analysis.

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

Series 66

Vero Beach, FL

Wells Fargo Advisors

Jennifer Suleman is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked across various Wells Fargo entities since 2012. Outside of her advisory role, she is involved in several business ventures, including ownership interests in companies related to plant cultivation and equestrian services, as well as occasional acting work. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting specific net-worth criteria. The firm combines 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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Razvan I

Series 63, Series 66

Vero Beach, FL

Wells Fargo Advisors

Razvan Ilie is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding Series 63 and Series 66 registrations and 10 years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2015 to 2022. Outside of advising, he owns and operates Vero Beach Sportiv LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for clients that meet certain 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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