Charlotte, NC 401 S Tryon St Office

Nathan Silvis is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank since 2019. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Lee Willaford is a CFP® professional with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at TIAA-CREF and Ameriprise Advisor 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Sun Kyung Bae is a CFA® charterholder with 26 years of industry experience. Bae is currently affiliated with Wells Fargo Clearing and has prior experience at UBS Financial Services and UBS Bank USA. 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

George Kokalis is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 25 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Wells Fargo. 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 roughly $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Andrey Shchegolev is a CFA® charterholder with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has been with Wells Fargo Bank since 2006. Outside of his financial advisory work, he serves as treasurer for the Brooks Homeowners Association in Monroe, 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, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Andrew McPhail is a CFP® and CFA® with nine years of experience in financial services. He has worked at Wells Fargo Bank since 2016 and Wells Fargo Clearing Services since 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Christina Williams is a CFP® and holds a Series 66 license, with nine years of industry experience. She has worked at Wells Fargo Clearing Services since 2021 and Wells Fargo Bank since 2014. Outside of her advisory role, she co-owns a family vacation home LLC with her spouse and maintains a CPA license with the North Carolina Board of Certified Public Accountants. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Donald Sutherland is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and 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, 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.

Peter Vandyk is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Waddell & Reed, Century Securities Associates, and Stifel Nicolaus. 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 databases.

William Robinson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses and possessing 34 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he serves as a power of attorney for his mother, dedicating several hours monthly to this responsibility. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Chad Winchester is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His career includes various roles within Wells Fargo entities since 2017 and a position at National Planning Corporation in 2016. Outside of his advisory work, he owns a self-storage business in Waxhaw, NC. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles to support its investment solutions.

Melanie Hughes is a Series 66 licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, bringing 18 years of industry experience. She 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Scott Blanchard is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

Erick Szczap is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Bobby Saunders Jr. is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has a background that includes 11 years of service in the U.S. Army, followed by roles at GoHealth and the U.S. Census Bureau. Outside of his advisory work, he is involved in project management through Ocupacion LLC, where he contributes to big picture planning. 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 advisory process is IPS-driven and incorporates a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.