Fayetteville, NC Ferncreek Dr Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

14,126

Across 1,525 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs and retirement plan consulting to individual, corporate and institutional clients, including pension and charitable organizations. The firm operates at large scale—reporting roughly $671 billion in assets under management and more than 14,000 financial advisors—and offers both brokerage and advisory solutions.

For retirement plans it offers a mix of non‑discretionary consulting and discretionary Plan Level Investment Selection 3(38) services, along with IPS development, investment search and recommendation, benchmarking, participant education and periodic performance reporting. The firm relies on research and analytics from Wells Fargo Investment Institute and third‑party databases and generally evaluates managers and options using diversification principles and modern portfolio theory, while noting that available investment options are typically limited to a plan’s custodian platform.

A noteworthy operational feature is the firm’s role in distributing and facilitating a range of other financial products through bank and insurance affiliates—such as deposit sweep options, lending and trustee services, and insurance/annuity arrangements—and the Form ADV discloses referral and product‑related compensation that can affect advisor incentives. The brochure also discloses several recent regulatory enforcement actions and settlements related to cash sweep disclosures, advisory billing and supervisory controls, which are material considerations for prospective clients.

Based on WELLS FARGO Advisors

Occupation focus

Retired Founder/Business Owner

Based on WELLS FARGO Advisors

Location

4140 Ferncreek Dr Ste 105, Buckhead Plaza

Fayetteville NC 28314

Advisors at this office

8

Advisors at this office

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Christian F

Series 66

Fayetteville, NC

Wells Fargo Clearing

Christian Franco is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Retired Founder/Business Owner
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Michael G

Series 66

Fayetteville, NC

Wells Fargo Clearing

Michael Gantt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at FSC Securities Corporation and Morgan Stanley DW Inc. Gantt serves as a trustee for family-related trusts and participates in stewardship activities at Brownson Memorial Presbyterian Church. 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 utilizes research from Wells Fargo Investment Institute and third-party sources to inform investment decisions, serving a broad client base with both brokerage and advisory solutions.

Retired Founder/Business Owner
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Edwin W

Series 66

Fayetteville, NC

Wells Fargo Clearing

Edwin Waren is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a previous role at A. G. Edwards & Sons, Inc. in 2008. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Jane S

Series 63, Series 65

Fayetteville, NC

Wells Fargo Clearing

Jane Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is associated with Charter Oak Production Co LLC, which manages mineral rights and royalties. 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 through a network of more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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David S

Series 66

Fayetteville, NC

Wells Fargo Clearing

David Sheldon is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for two years before joining Wells Fargo in 2018. 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, retirement plan consulting, and brokerage solutions, managing roughly $671 billion in assets with over 14,000 financial advisors.

Retired Founder/Business Owner
user avatar

Frank R

Series 63, Series 65, Series 66

Fayetteville, NC

Wells Fargo Clearing

Frank Ramey is a financial advisor with Wells Fargo Clearing in Fayetteville, NC, holding Series 63, 65, and 66 licenses and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of his advisory role, he serves as the executor of his father's estate. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Teresa E

CFP®, Series 63, Series 65

Fayetteville, NC

Wells Fargo Clearing

Teresa Elliott is a CFP® professional with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Merrill from 2010 to 2012. Outside of her advisory role, she co-owns a rental property management LLC with her spouse in Fayetteville, NC. 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.

Retired Founder/Business Owner
user avatar

Scott A

Series 63, Series 65

Fayetteville, NC

Wells Fargo Clearing

Scott Azzarelli is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2016, following a prior role at Wachovia Securities in 2002. 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 supported by research from Wells Fargo Investment Institute and external sources.

Retired Founder/Business Owner
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