Myrtle Beach, SC Corporate Centre Dr Office

David Weber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 offerings.

Patrick Mattingly is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He previously worked at Bank of America, N.A. from 2011 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as a co-trustee for a family trust. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Steven Cottillion is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies that consider clients' full financial picture and adapt to changing market conditions. Steven utilizes Merrill's investment insights along with the banking services of Bank of America to support his clients' financial goals. His areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, tax minimization, retirement income, and services for endowments, foundations, and non-profits. Steven employs tools such as Merrill's Personal Wealth Analysis® to assist clients in addressing financial questions and planning for their futures. Steven holds a Bachelor's Degree from the Pennsylvania State University System and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved with the Penn State Myrtle Beach Alumni Association and contributes to community organizations such as the American Cancer Society and United Way. Outside of work, Steven enjoys adventure sports, camping, golfing, and spending time with his family.

Christopher Marsh is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Capital Investment Brokerage, and Founders Group International. 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.

Laurie Gizzi is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Michal Kovac is a CFP® with 24 years of industry experience, currently affiliated with Wells Fargo Clearing since 2022. His prior experience includes roles at Truist Advisory Services and Truist Investment Services, as well as Bb&T Securities. Kovac is the owner of CV 10D LLC, a separate real estate-related business based in Myrtle Beach, SC. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Mcmenamin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Mcmenamin is a certified motorcycle safety instructor with the Motorcycle Safety Foundation, serving as a rider coach. 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 IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Benjamin Carroll is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked at firms including Van Clemens Wealth Management, Equity Prime Mortgage, Bank of America, Merrill, and Planet Home Lending. Outside of his advisory role, he acts as power of attorney for his mother in Baltimore, Maryland. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing 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 and analytics from Wells Fargo Investment Institute.

Lindsey Rider is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has previously worked at Truist Investment Services, BB&T Securities, BB&T Investment Services, and BB&T Bank. Outside of her advisory role, she serves as a South Carolina notary public in Myrtle Beach. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Michael Farish is a CFP® and ChFC® with 36 years of experience in the financial industry. He currently works at Wells Fargo Clearing and has previously held positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, he co-owns a bridal shop in Myrtle Beach, SC. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jason Atkinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for an investment-related trust in Myrtle Beach, SC. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Danielle Sollecito is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. 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.

Vickie Dawes is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Based in Myrtle Beach, SC, her career has been focused within the Wells Fargo organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is investment policy statement-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

John Mckewen III is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Wilbur Brown is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a 25% owner of 2120 Partnership, an investment-related business in Lake City, SC, where he also serves as a trustee. 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 products and bank deposit sweep options among its investment offerings.