Boaz, AL Office

Jonathan Pierce is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Outside of his advisory role, he coaches a girls softball team for the Vestavia Hills Girls Softball Association and owns a recreational softball team, the Vestavia Rattlers. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sarah Mitchell is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has experience working at Wells Fargo Bank, Private Family offices, OneGroup Insurance, Discover Family Chiropractic, and T-Mobile. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.