Charlotte, NC S Tryon St 44th Office

Joshua Dodge is a financial advisor at Wells Fargo Clearing in Charlotte, NC, with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, and Bank of America. 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, relying on research and analytics to guide investment selections.

Kathryn McKenzie is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, BMO Harris Financial Advisors, and Wells Fargo. Outside of her advisory role, she serves as a trustee for family trusts. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Micah Cooke is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 licenses and has been in the financial industry since 2021, previously working seven years at Red Lobster. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Katlin Moran is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses with 13 years of industry experience. She has been with Wells Fargo in various capacities since 2011, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 with over 14,000 financial advisors and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Elizabeth Panos is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2015. 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.

Judy Meyer is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at J.P. Morgan Securities for six years before joining Wells Fargo Clearing in 2018. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cameron Voegele is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Mutual of Omaha Advisors, UBS, and Vanguard. 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 approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

William Sullivan is a financial advisor with Wells Fargo Clearing in Hickory, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA, where he has worked for over two decades. Outside of his advisory work, he is involved as a landlord in a rental property business in Lenoir, NC. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary solutions. The firm’s investment approach is driven by investment policy statements and modern portfolio theory, with a broad offering that includes insurance-related vehicles and bank deposit sweep options.

Valice Watters is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously spent 21 years at Wells Fargo Bank, NA. She is based in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory 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.

Joshua Miller is a financial advisor at Wells Fargo Clearing in Charlotte, NC, with four years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and various other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages roughly $671 billion in assets through more than 14,000 financial advisors and utilizes research from Wells Fargo Investment Institute alongside third-party analytics.

Lakeisha Blount is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and four years of industry experience. Her prior roles include positions at The Vanguard Group, Lincoln Financial Group, and Liberty Mutual. Outside of finance, she owns and operates an event planning and decoration business, A Remarkable Event, LLC. 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 utilizes research and analytics to guide investment options and offers a broad range of brokerage and advisory solutions.

Caitlin Erickson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Wells Fargo Advisors, LLC, and has been involved with The Impeccable Pig since 2013. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

John Cox is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials. He has been with Wells Fargo Bank since 2021 and previously worked at First Horizon Bank from 2016 to 2021. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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.

Bernardo Lima is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Citigroup, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

John Tyers is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has held roles at firms including Merrill, Citizens Bank, and AdvisorEngine/Templeton. 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 through a broad network of over 14,000 financial advisors and offers both brokerage and advisory solutions.