Pinellas Park, FL Park Blvd Office

James Taylor is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 40 years of industry experience. His prior roles include positions at Merrill and Banc of America Investment Services, Inc. He has been with Wells Fargo Clearing since 2016. 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 from Wells Fargo Investment Institute and third-party sources.

Kevin Halifax is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services focused on investment policy statement development, investment recommendations, and participant education. 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.