Montgomery, AL Eastchase Ln Office

Rebecca Griffin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill Lynch for four years before joining Wells Fargo Clearing in 2020. 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.

John Burns is a CFP® with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2020. His prior experience includes roles at Ameriprise Financial Services and Bank of America/Merrill Lynch. Outside of advising, he acts as an executor for a family estate. Wells Fargo Advisors is a national securities firm providing investment advisory, 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, relying on research and analytics from its investment institute and external sources.

Jonathan Behrens is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 21 years of industry experience. He previously worked at UBS Financial Services and Merrill, totaling 17 years at those firms before joining Wells Fargo. Outside of advising, he co-owns a swim school in Hoover, AL, where he assists with budgeting and bookkeeping. 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 its investment institute.

James Jones is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad range of clients including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Gloria Eller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She worked at Merrill from 1990 to 2020 before joining Wells Fargo Clearing in 2020. Outside of her advisory role, she is an independent consultant for Arbonne International. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Charles Cowart is a financial advisor with Wells Fargo Clearing in Montgomery, AL, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and was previously with PNC Investments from 2015 to 2017. 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christopher Cordle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent seven years at Merrill. Wells Fargo Advisors is a national securities firm that provides 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Holley Pierce is a Certified Financial Planner® with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2020. Prior to that, she worked at Bank of America for 11 years. Outside of her advisory role, she assists her parents with their financial and investment matters under power of attorney. 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 solutions. The firm’s 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.