Vero Beach, FL Cardinal Dr Office

Aaron Martin is a CFP® with 25 years of industry experience, currently affiliated with Wells Fargo Advisors. He has held various roles within Wells Fargo, including positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Martin is also the principal owner of Indian River Private Wealth Management LLC and IRPWM1 LLC, private wealth management firms based in Vero Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning solutions supported by Wells Fargo research and tools, with clients having the option to implement recommendations through brokerage or advisory channels.

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 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 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 Peace is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked within various Wells Fargo entities since 2014, including Wells Fargo Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options for clients meeting a net-worth threshold, including specialized services such as business-owner transition and special-needs planning.