Charlottesville, VA E South St Office

Richard Rousseau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lucas Higgins is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Rosin & Associates and T.C.C. Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Melanie Crawford is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 19 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options alongside traditional products.

William Wolfe II is a CFP®-designated financial advisor with 30 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wolfe contributed as an author to a chapter in the book *Success Today - Leading Entrepreneurs & Professionals Share Their Secrets for Health Wealth & Happiness Today!*. 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 process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep options.

Edward Dudley is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. He serves as a trustee for family trusts established in Charlottesville. 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 combines research from Wells Fargo Investment Institute with third-party data to guide investment decisions.

Patricia Woodie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a prior role at Wells Fargo Advisors. 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 from Wells Fargo Investment Institute.

Charles Bull is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at Bank of America, NA for 11 years before joining Wells Fargo in 2020. Bull serves as an exam reviewer for the CFP Board of Standards, writing and reviewing questions for the CFP exam. 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 includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

John Higgins II is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 65 designations and bringing 40 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.

Beth Goodell is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary advisory options grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products among its investment options.

Michael Drew is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Citizens Bank and Wells Fargo Clearing Services LLC. Outside of his advisory role, he serves on the finance committee of the Knights of Columbus Fr. Adrian Harmening Council, participating in charitable activities and financial oversight. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

David Lemon is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved as co-treasurer of Scout Troop 114 in Irving, TX, assisting with financial management and administrative tasks. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Ray Kauffman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo since 2017 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley from 2009 to 2017. 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, utilizing research and analytics to support diversified investment approaches.

John Sload is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 provides both brokerage and advisory solutions.

Thomas Grierson is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC. Based in Charlottesville, VA, Grierson holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics with a focus on diversification and modern portfolio theory.

Scott Marshall is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors since 2009. Marshall serves on the compliance committee of the Lake Monticello Owners Association in Palmyra, VA. 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 investment options, including insurance-related vehicles and bank deposit sweep programs.