Clinton, NY Office

David Sherline is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he is a silent partner in professional sports entities Syracuse Professional Sports LLC and Utica City FC, LLC, and owns a car wash business in Westmoreland, NY. 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 employs both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Terry Gras is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, he worked at Otsego Mutual Fire Insurance Company for five years and has held positions at Stanley Black & Decker, Travelers Insurance, and Bentley University. 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 advice. 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.

William Eichinger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 52 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, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment solutions.

Douglas Casale is a CFP® professional with 14 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at Merrill and Bank of America. He serves as a power of attorney for his father and as an executor for the estates of his in-laws. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets and utilizing research-driven portfolio strategies.

Jacob Sherline is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience that includes roles in education and self-employment prior to joining Wells Fargo. His background includes work at Utica University and Foot Locker, as well as seven years in full-time education. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a focus on plan objectives and risk tolerances, and it acts as an ERISA fiduciary when providing investment advice.

Karim Madmoune is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Morgan Stanley Private Bank, N.A. from 2015 to 2021. He serves on the finance committee of a community foundation in Oneida County, NY, and participates in audit and budget committees at a local country club. 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 products, including insurance-related vehicles and bank deposit sweep options.

Eugene D'amico is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. He serves as a finance committee member for the Boy Scouts of America Revolutionary Trails in Utica, NY. 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.

Eugene Damico is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the 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, 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 Wells Fargo Investment Institute and third-party sources.

Christopher Carbone is a CFP® professional with 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years at RBC Capital Markets. Outside of his advisory role, he serves as co-executor for his mother's estate in Barneveld, NY. 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, utilizing research and diversification principles to support client portfolios.