Clayton, MO Carondelet Plz Office

Toby Svoboda is a financial advisor with Wells Fargo Clearing in Clayton, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 15 years before joining Wells Fargo Clearing in 2019. 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 advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Michelle Blume is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee and holds power of attorney for her grandmother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both non-discretionary and discretionary services, using an IPS-driven approach grounded in modern portfolio theory and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Manuel Palan is a financial advisor with Wells Fargo Clearing in Clayton, MO, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior firms include Stifel Nicolaus & Co., Inc. and Morgan Stanley DW Inc. He also has ownership in a rental property business. 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.

Jennifer Berry is a financial advisor with Wells Fargo Clearing in Clayton, MO, holding Series 63 and Series 66 designations and 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. 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.

Matthew Wacker is a financial advisor with Wells Fargo Clearing in Clayton, MO, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, 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 manages approximately $671 billion in assets and utilizes research and analytics to support its brokerage and advisory solutions.

Michael Karasick is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 designations, bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade before joining Wells Fargo Clearing. Karasick serves on the investment committee for the Jewish Federation of St. Louis and is a pension board member for the Creve Coeur Pension Fund. 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 advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Fisher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief period at Wells Fargo Advisors. 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 approach is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and providing a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jason Turkin is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. 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. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Michael Wilhelm is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. 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 solutions. The firm’s process is guided by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Pamela Glaser is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 36 years of industry experience, including 21 years at Stifel prior to joining Wells Fargo in 2019. Outside of her advisory role, she serves as president and board member of the Villas of Grand Glaize Homeowners Association in Osage Beach, MO. 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 advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Stephanie Reynolds is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. She holds a Series 63 designation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of non-discretionary and 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.

Kristen Ledbetter is a CFP® with 13 years of industry experience, currently with Wells Fargo Clearing. She has previously worked at Raymond James & Associates, Fidelity Investments, Hightower Securities, and Scottrade. Outside of her advisory role, she is the owner of Create: The Aura Studio LLC, an art business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering a range of investment advisory, financial planning, and retirement plan consulting services with a focus on research-based investment strategies and diversified portfolio management.

Robert Wacker is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. He serves as an investment committee member for Variety The Children's Charity, advising on investment allocation and policy alignment. 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 advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Andrew Thomasson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America, N.A. Andrew is based in Clayton, MO. 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. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Daniel Soshnik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 13 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as assistant treasurer on the board of the Jewish Community Center in St. Louis and acts as trustee for his children’s trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.