Naples, FL Vanderbilt Beach Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$617,589,353,444
ClientsTotal clients
1,298,616
AdvisorsAdvisors at this office
3
Of 14,131 advisors across 1,488 offices
Location
2470 Vanderbilt Beach Rd
Naples FL 34109
Advisors at this office
3
Advisors at this office
Jared S
Series 63, Series 66
Naples, FL
Wells Fargo Clearing
Jared Sanborn is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Bank N.A. from 2010 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.
Christopher F
Series 63, Series 65
Naples, FL
Wells Fargo Clearing
Christopher Fontana is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 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 has ownership of a rental property in Bonita Springs, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach 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.
Salwa A
Series 63, Series 66
Naples, FL
Wells Fargo Clearing
Salwa Ameen is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC, and has been with Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
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