Jacksonville, FL Independent Dr 24th Office

David Prizzia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Northwestern Mutual Life Insurance Company, and Deutsche Bank. 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 combines research from Wells Fargo Investment Institute with third-party data to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Marcella Coppola is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Wells Fargo Bank, TD Bank, JP Morgan Chase, and Englewood Savings and Trust. Outside of finance, she works part-time as a cashier in grocery services. 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 and analytics.

Brad Rude is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held multiple roles at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2020. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Charles Gersbeck is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as a board member for the Lighthouse Point Townhomes Homeowners Association. 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.

Kyle Potter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. His career includes roles at Citigroup, Pruco Securities LLC, Mantay and Company, and Logiro Unchartered Pty Ltd. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

David Schrott is a financial advisor with Wells Fargo Clearing based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to his current role since 2016, he worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Gregory Liguori is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year with 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Karen Gibson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 advisory process is IPS-driven and based on modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Kurt Rodriguez is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Wells Fargo in various capacities since 2013. 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 offers a broad range of brokerage and advisory solutions supported by research and analytics while managing roughly $671 billion in assets.

Kevin Cordova Celleri is a CFP® with 10 years of industry experience, currently working at Wells Fargo Clearing. His prior roles include positions at Deutsche Bank Securities Inc and various divisions of Wells Fargo 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 through more than 14,000 financial advisors and utilizes research and analytics to evaluate investment options.

Theodore Morrison is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2018. Prior to that, he was employed at BBVA Wealth Solutions Inc. and BBVA Securities Inc. Theodore serves as secretary for the Rushing Branch Homeowners Association in Jacksonville, Florida, where he participates in administrative decisions and compliance oversight. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Porfirio Perez is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2013, including time at Wells Fargo Advisors. Outside of his advisory work, he is a freelance writer producing articles, short stories, and collections of fiction and non-fiction. 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.

Thomas Wynn is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones and Eli Lilly & Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Sean Broker is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA, with a combined tenure exceeding a decade. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Simonian is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Wells Fargo in 2020, he worked at Cetera Investment Services and Regions Bank from 2016 to 2020. Outside of his advisory role, he owns Simonian Enterprises, Inc., a business involved in selling health and wellness supplements. 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.