Old Greenwich, CT Office

Charles Mungai is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he serves as treasurer and elder at Harvest Time Church in Greenwich, CT. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Douglas Moore is a financial advisor with Wells Fargo Clearing in Old Greenwich, CT, holding Series 65 and Series 66 licenses. He has seven years of industry experience, having worked previously at firms including Bloomberg L.P., Credit Suisse Securities, Blue Owl Securities, Owl Rock Capital Securities, TD Ameritrade, and Northwestern Mutual Investment Services. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and a broad product platform.