Vero Beach, FL Cardinal Dr Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Wells Fargo Advisors
Institution
Firm-wide stats for Wells Fargo Advisors
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
Based on Wells Fargo Advisors
Location
3111 Cardinal Dr, 200 Fl 2
Vero Beach FL 32963
Advisors at this office
5
Advisors at this office
Aaron M
CFP®, Series 63, Series 65
Vero Beach, FL
Wells Fargo Advisors
Aaron Martin is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding CFP®, Series 63, and Series 65 credentials. He has 25 years of industry experience, including nine years at Wells Fargo Clearing and one year at Wells Fargo Advisors. He also owns and operates two investment-related private wealth management firms in Vero Beach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that cover cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients able to implement advice through various firm programs.
Sean S
Series 66
Vero Beach, FL
Wells Fargo Advisors
Sean Speer is a financial advisor at Wells Fargo Advisors in Vero Beach, FL, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo in various capacities since 2016, including roles at Wells Fargo Clearing and Wells Fargo Bank NA. He has ownership interests in two private wealth management firms based in Vero Beach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and provides access to specialized planning for clients who meet net-worth criteria.
Sue T
Series 63, Series 66
Vero Beach, FL
Wells Fargo Advisors
Sue Tompkins is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Bank of America, N.A. and Merrill before joining Wells Fargo Advisors in 2019. She is involved in managing Bulls and Birdies, Inc., an investment-related business in Vero Beach. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services and integrates advisory services with other financial product sales and referral channels.
Carter E
Series 66
Vero Beach, FL
Wells Fargo Advisors
Carter Ebbert is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding the Series 66 designation. He has one year of industry experience and previously served in the U.S. Air Force for four years. His prior work includes roles with First Financial Security, Inc., Vector Marketing, and Earls Kitchen + Bar. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.
Judith P
Series 63, Series 66
Vero Beach, FL
Wells Fargo Advisors
Judith Peace is a financial advisor with Wells Fargo Advisors in Vero Beach, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with various Wells Fargo entities since 2000, including Wells Fargo Clearing and Wells Fargo Bank, NA. 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 financial planning and investment services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and planning tools.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)