Portland, ME Office

Deborah Pease is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Advest, Inc. from 2002 to 2005. She serves as a personal representative for her mother’s estate. 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 offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options within its clients’ custodian platforms.

Susan Gilpatric is a financial advisor with Wells Fargo Clearing in Portland, ME, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she co-owns a storage business with her spouse and serves as co-trustee or trustee for multiple family trusts. 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.

David Frick is a financial advisor with Wells Fargo Clearing in Portland, ME, holding Series 63 and Series 65 licenses. He has 14 years of industry experience and 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, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Susan Pye is a CFP® with 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Merrill from 2004 to 2016. She holds a Series 66 license and is based in Portland, ME. Outside of her advisory role, she holds power of attorney responsibilities for a family member. 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 and analytics from Wells Fargo Investment Institute.

Melissa Ligotti is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, Morgan Stanley Private Bank, Ameriprise Financial Services Inc, and GH Berlin Windward. 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 IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Katherine Nelson is a financial advisor with Wells Fargo Clearing in Portland, ME, holding Series 63 and Series 65 licenses and 32 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a brief tenure at Advest, Inc. in 2005. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Bryan Frates is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients to create and implement personalized financial plans aimed at providing confidence in their futures. Bryan has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before assuming his current role in 2022. Prior to that, he worked as a Financial Advisor at Edward Jones from 2019 to 2020. Outside of his professional work, Bryan is interested in family activities, golf, spending time at the lake, music, and parenthood.

Christine Watson is a financial advisor with Wells Fargo Clearing in Portland, ME. She holds a Series 66 designation and has 18 years of industry experience. Her work history includes multiple terms at Wells Fargo Clearing and Wells Fargo Advisors, along with a brief period at Bonney Personnel. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with a network of over 14,000 financial advisors.