Naples, FL Radio Rd Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
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
Location
7255 Radio Rd
Naples FL 34104
Advisors at this office
2
Advisors at this office
Shamrock M
Series 63, Series 66
Naples, FL
Wells Fargo Clearing
Shamrock Munoz is a Financial Advisor at Merrill Lynch Wealth Management. He serves high-net-worth individuals, business owners, and professionals, helping them navigate complex financial decisions such as investment management, tax-efficient wealth strategies, and business liquidity events. Shamrock's approach focuses on portfolio optimization, risk management, and behavioral finance to support clients through market cycles. With a decade of experience in the financial services industry, Shamrock began his career in banking before joining Merrill in 2023. He holds a Personal Investment Advisor (PIA) designation and an Associate's Degree from Palm Beach State College. He is bilingual in English and Spanish and emphasizes financial education, frequently working with local families and small businesses to improve financial literacy. Outside of his professional role, Shamrock enjoys boxing, cooking, music, reading, and spending time with his family. His client-centered philosophy is to uncover what matters to clients and their families to create strategies that pursue their financial goals.
Jason D
Series 63, Series 66
Naples, FL
Wells Fargo Clearing
Jason Diaz Rodriguez is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 licenses and has seven years of industry experience. He previously worked with JPMorgan Chase Bank and JP Morgan Securities. He is based in Naples, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers investment solutions supported by research from Wells Fargo Investment Institute and third-party databases.
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