Providence, RI Citizens Plz Office

Steven Heslinga is a CFP® professional with 14 years of experience in the financial services industry. 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, and retirement plan consulting. The firm combines proprietary research and third-party analytics to offer diversified investment solutions across a large platform.

Adam Bouley is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Acushnet Company and PGA Tour Superstore. Outside of finance, he is a certified club fitter and involved in golf equipment sales. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Felix Salvatore 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 Services since 2020 and previously spent eight years at Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an emphasis on fiduciary responsibility and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Eric Gladney is a Series 66 licensed financial advisor with Wells Fargo Clearing in Providence, RI, where he has worked for 10 years. He has 12 years of industry experience. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions.

Nicholas Fraser is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a finance committee member for Warehouse 242, a church in Charlotte, NC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 databases.

Paul Heslinga is a CFP® with seven years of industry experience, currently affiliated with Wells Fargo Clearing since 2018. Prior to that, he worked at Ellington Management Group from 2014 to 2018. He serves on the finance committees of several nonprofit organizations, including We Can and the Bass River Rod and Gun Club, where he also holds the role of treasurer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Eric Loiselle is a financial advisor with Wells Fargo Clearing in Providence, RI, holding Series 63 and Series 66 designations and 11 years of industry experience. He previously worked at Merrill and Bank of America before joining Wells Fargo Clearing in 2019. Outside of his advisory work, he operates two sole proprietorships focused on creating and selling artwork and woodworking with laser engraving. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Nelson Hawkins Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities for a total of 18 years before joining Wells Fargo in 2016. Outside of his financial career, he serves as chairman of the Barrington Harbor Commission and is an advisory board member of the Rhode Island Sailing Events Commission, both roles involving governance and promotion of maritime activities in Rhode Island. 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 provides both brokerage and advisory solutions supported by research from its investment institute and third-party data.

Jeremy Hughes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He worked at RBC Capital Markets for 10 years before joining Wells Fargo Clearing in 2016, where he has been practicing for the past decade. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Eric Frappier is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo since 2019. Prior to that, he was employed at Citizens Bank and its affiliated securities firms from 2016 to 2019. 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.

Scott Royley is a financial advisor with Wells Fargo Clearing in Providence, RI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2007 to 2008. Royley serves as a trustee for a family trust. 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.

Zachary Best is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, JP Morgan Chase, Office Depot Office Max, AT&T, and Faithful Companions Pet Cremation. 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 based on modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.