Delray Beach, FL W Atlantic Ave Office

Edward Venezia is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2021. Venezia holds Series 63 and Series 65 designations and is based in Boca Raton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Christian Conelly is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Equitable Advisors and Newbridge Securities Corporation. His career also includes a period at Holistic Pet Cuisine, reflecting a diverse employment background. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients through investment advisory services, financial planning, 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.

Eric Behr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, where he spent a combined 16 years. Outside of finance, he is involved in music production through a joint ownership of Wildmare Productions 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 employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

James Robustelli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services, LLC, Robert Half, ProPark, and the University of Central Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Vincent Whatley is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PNC Wealth Management, BB&T Investment Services, and TD Ameritrade. Outside of his advisory role, he has a 50% ownership interest in JCW Investments and Management Services LLC, a real estate investment and property management business. 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.

Steven Chmara is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for 15 years. Outside of his financial career, he is a drummer in a rock band. 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.

Mehwish Sana is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, BOKF, N.A., and Capital One. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Douglas Chasser is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has a prior tenure with Wachovia Bank, N.A. dating back to 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, leveraging research and analytics to support its investment approach.

Maxine Bolton is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds a Series 63 designation and has worked previously at Stifel Nicolaus & Co. Inc. and A. G. Edwards & Sons, Inc. Outside of her advisory work, she serves as Vice President of a condominium homeowners association in Culver City, California. Wells Fargo Advisors is a large national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research from its Investment Institute and third parties, applying diversification principles and modern portfolio theory in its investment approach.

Cara Leigh is a financial advisor with Wells Fargo Clearing, holding a Series 63 credential and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she acts as co-power of attorney alongside her sister for their mother's accounts. 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.

Drew Conelly is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Merrill and Banc of America Investment Services. Outside of his advisory work, he serves on a neighborhood improvement committee focused on assisting with local property enhancements. 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 a research-driven investment approach and offers both brokerage and advisory solutions across a broad product platform.

Monica Vos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Merline J. Pearce - Patient Health Care and Wachovia Bank, N.A. for long-term engagements. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Marc Duquette is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has an investment-related loan business based in Fort Lauderdale, FL. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Michael Bock is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as co-trustee for his parent's investment trust in Boca Raton, Florida. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Roberto Cortes Garcia is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at SoFi Securities LLC, SoFi Wealth LLC, and Citigroup. He also served in the U.S. Navy from 2010 to 2023. 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.