Charlotte, NC 6000 Fairview Rd Office

Mary Murphy is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 credentials and 25 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Legg Mason Wood Walker, Incorporated. Outside of her advisory work, she serves as treasurer for a support group focused on individuals affected by alcoholism and works as an independent consultant selling beauty and health products, in addition to acting as a Notary Public. 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 and analytics.

Joseph Brown is a Series 66-credentialed advisor at Wells Fargo Clearing with three years of industry experience. Prior to his financial advisory role, he spent 14 years at MR Motorcycle. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

William Mayeux is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the Certified Financial Planner (CFP) designation and is recognized as a Personal Investment Advisor (PIA). William has expertise in wealth and investment planning, assisting clients in preparing for their financial futures. He employs both quantitative and qualitative methods to select appropriate money managers for clients, contributing to the team's performance and service delivery. He earned his Bachelor's degree from the University of Notre Dame and completed a Master's degree within the University of North Carolina System.

Richard Wood is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having previously worked at Wachovia Bank. 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 broad range of brokerage and advisory solutions supported by extensive research and analytics.

Robert Ford is a CFP® with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing, where he has worked since 2016, following prior roles at Merrill, Banc of America Investment Services, and Stephens. Outside of his advisory work, he is a partner in a timber land management LLC and has involvement in property management through a real estate holding 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Barbara Huffman is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. 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.

Stephen Dotson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as president of Ballantyne Business Connections, a local networking group, and is a committee member for the Town of Indian Trail Parks, Art, Recreation and Culture, where he participates in promoting community activities. 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Jennifer Powel is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, with prior experience at Prudential Equity Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large platform of advisors and assets.

Sam Robinson IV is a CFP® professional with 26 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Merrill and TIAA-CREF. Based in Charlotte, NC, Robinson holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joseph Ratchford is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously worked at Southeast Interior Systems, LLC. 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 offers both brokerage and advisory solutions and operates with more than 14,000 financial advisors managing approximately $671 billion in assets.

Johnathan Dungan is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds the Series 66 designation and has one year of industry experience, including prior roles at Atlas Investment Management of Nest Capital and the University of North Carolina at Wilmington. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support its investment approach.

Chris Colasanti is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Securities in 2002. Outside of his advisory work, he serves as the program moderator and executive producer of a weekly business analysis program on PBS called Carolina Business Review. 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 and analytics from Wells Fargo Investment Institute.

William Dungan is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following over a decade at Wachovia Bank, N.A. based in Charlotte, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions across a broad range of financial products.

Guy Mcbride III is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Truist Advisory Services, UBS Financial Services, and PNC Investments. Outside of his advisory work, he owns and operates an online marketplace business. 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 IPS-driven investment process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Asheli Hamby is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has worked previously at The Vanguard Group, Merrill Lynch, and TD Bank. 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 supported by research and analytics from Wells Fargo Investment Institute.