Chapel Hill, NC Environ Way Office

Anne Lloyd is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2019, previously serving at SunTrust Advisory Services from 2016 to 2019. She serves on the finance committee of Hope Valley Country Club in Durham, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Donna Barclay is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Kenneth Zimmerman is a CFA charterholder with 19 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Foreside Fund Services, LLC and WisdomTree Asset Management, Inc. He holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Lawrence is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at IHS Markit and Scottrade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored solutions.

Michael Buckner is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

David Johnson is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to a broad range of clients, including individual and institutional investors. The firm combines research and analytics with diversified investment strategies and offers both brokerage and advisory solutions.

Keith Dasilva is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He is a finance committee member and board member at El Futuro, where he participates in financial oversight and strategic discussions. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to inform its investment approach while offering a broad range of brokerage and advisory solutions.

Mark Avitabile is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. He holds an inactive Indiana state law license. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Cami Adcock is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Her prior work includes roles at Morgan Stanley and Citigroup Global Markets. She is also a notary public in Raleigh, NC. 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 combines research from its Investment Institute and third-party sources to support diversified investment strategies and offers a range of brokerage and advisory solutions.

Ashley Paonessa is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She has held positions at Wells Fargo Clearing since 2019 and previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. She holds a Series 66 designation and is based in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Gillmer is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds a Series 63 license and is based in Chapel Hill, NC. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Matthew Tapley is a financial advisor with Wells Fargo Clearing in Chapel Hill, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He has ownership in Jager Baden, LLC, a separate venture involving recreational land acquisition. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Joseph Hubbard is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2021, and previously held roles at PNC Investments, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory work, Hubbard coaches and teaches lacrosse at Seaforth High School in Pittsboro, North Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Wendy Palladino is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She is based in Chapel Hill, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Kendall Thomason is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 66 license, and has eight years of industry experience. Prior to joining Wells Fargo in 2025, Kendall worked seven years at Edward Jones. Outside of his advisory role, he has a part ownership interest in a rental home in Oak Island, North Carolina. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.