Naples, FL Strada Pl 3rd Office

Franklin Scudder is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 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, he serves as vice president of the Naples Bay Yacht Stowage Condo Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Russell Smith is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo Clearing in 2025, he worked for UBS Financial Services from 2011 to 2025. 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 IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jennifer Fuller White is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 21 years of industry experience. Her prior work includes roles at Raymond James & Associates and Pelican Wire Company. She is based in Naples, 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 options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Janet Olson is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Katherine Golden is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at UBS Financial Services and has experience in educational roles at the Community School of Naples and Nativity School of Worcester. 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.

Jonathan Strong is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Merrill. He is based in Naples, Florida. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Adamo Calistri is a financial advisor with Wells Fargo Clearing in Naples, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Andrew Strong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at UBS Financial Services for 14 years and Merrill for two years. Outside of his advisory role, he serves as a trustee overseeing a charitable trust and manages several LLCs involved in directing private investments. 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 a range of brokerage and advisory solutions supported by research and analytics.

Salvatore Giacalone is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at Bank of America and Merrill. He serves as co-trustee for his father's investment-related trust in Sudbury, MA. 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 combines research and analytics with diversification principles to offer brokerage and advisory solutions across a wide range of financial products.

Mark Lindee is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he is a passive investor with interests including a California yacht charter business and a minority stake in a pickleball company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Steven Lewis is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with 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 incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Betty Deboe is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. She previously worked at UBS for 11 years before joining Wells Fargo. 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 from Wells Fargo Investment Institute and third-party sources.

Michele Kief is a financial advisor with Wells Fargo Clearing in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she manages Millennium Executives LLC, an investment-related business. 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 notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Katherine Patterson is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 11 years of industry experience. She has been with Wells Fargo-related firms since 2015. Outside of her advisory role, she is also a notary public in Naples, FL. 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.

Paul Mazziotti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.