Charlotte, NC W Wt Harris Blvd Office

Kweku Owusu Addo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at TIAA-CREF Individual & Institutional Services, RingCentral, and The University of North Carolina at Charlotte. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services such as investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party data to guide its investment approach.

Richard Ruckart is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation with one year of industry experience. His prior work includes roles at Appalachian State University, Caldwell Community College & Technical Institute, and Red Onion Cafe. 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.

Jacob Grant is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at The Vanguard Group, Fidelity Investments, and Merrill. Outside of his advisory work, he owns and operates Fuego Morenito LLC, a cookie baking business based in Jacksonville, FL. 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 integrates research and analytics to support diversification and modern portfolio theory in its investment approach.

Kara South is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and having four years of industry experience. She has previously worked at Vanguard Advisers, Inc., The Vanguard Group, and Vanguard Marketing Corporation. Outside of her advisory role, she operates South Studio Collective LLC and has worked as a contracted food courier for DoorDash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm employs a large team of over 14,000 advisors and utilizes research and analytics to support diversified investment solutions.

David Jones is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 23 years of industry experience. His work history includes multiple terms with Wells Fargo Clearing and a six-year period at Seaboard Brewing Company. 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 employs research-driven investment approaches and offers a range of brokerage and advisory solutions.

Veronika Kuzko is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has worked at Primerica Financial Service and has been a travel agent at Archer Travel Service, Inc. since 2021, organizing various personal and business travel arrangements. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tyler Smithwick is a financial advisor at Wells Fargo Clearing with Series 63 credentials and one year of industry experience. His prior work includes roles at US Tech Solutions Inc and The CBD Centers, as well as entrepreneurship with Red Rocks Cafe. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Moise Compaore is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously worked at Fiserv and SAA Logistics. Outside of his advisory role, he works as a rideshare driver in Charlotte, 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Dorothy Miller is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a transportation specialist for the American Red Cross and is a member of the Caldwell Station Home Owners Association townhome committee. 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 a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Steven Atkins is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Bank NA for ten years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Zvaitwa Logan is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, she worked at Fourteen 84 from 2017 to 2020 and operated Braniacs Tutoring and Homeschool Services from 2013 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s approach is IPS-driven and incorporates a broader set of financial products, including insurance-related vehicles and bank deposit sweep options.

Gregory Jean Baptiste is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His career includes roles at Wells Fargo and academic positions at Utah Valley University and Brigham Young University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jean Boutym is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and six years of industry experience. His work history includes roles at Wells Fargo Clearing Services and Robert Half Staffing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Shaw is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a rental property and manages an LLC related to Airbnb and car rental services. 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 offers both brokerage and advisory solutions and uses research and analytics informed by diversification principles and modern portfolio theory.