Richmond, VA Bayberry Ct Office

Jordan Barck is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 designations and five years of industry experience. His work history includes positions at Wells Fargo Advisors, Equitable Advisors, and Carolina Capital Management. Wells Fargo Advisors is a national securities firm providing 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, relying on research and analytics with a focus on diversification and modern portfolio theory.

David Winn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over twenty years of experience in asset and wealth management, specializing in strategic active portfolio management for small businesses, corporate executives, and physicians. His expertise encompasses a broad range of client focus areas, including corporate executive services, executive compensation, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Throughout his career, David has developed a holistic and analytical approach to portfolio management. He manages custom investment strategies on a discretionary basis, utilizing Merrill model portfolios and third-party investment options. Known for his integrity, honesty, and accountability, David maintains a limited client roster to ensure quality service. He serves clients from various sectors, including the medical field, pharmaceutical industry, major real estate development, businesses, and non-profits. David holds a Bachelor of Science degree in Finance and Financial Management from Virginia Polytechnic Institute and State University. He is a Personal Investment Advisor (PIA) and is committed to working closely with clients to develop personalized financial strategies. Outside of his professional work, David spends time with his twin children and pursues interests such as reading, scuba diving, and traveling. He is also actively involved in volunteering within the communities he serves.

John Taylor III is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as executor for his mother's estate. 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 uses research and analytics to support investment decisions across brokerage and advisory platforms.

Michael Barck is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes seven years at Advest, Inc. Outside of his advisory role, he serves as a trustee for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory and financial planning services, drawing on research and analytics to support diversified portfolio management.

Todd Larkin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Ameriprise Advisor Services from 2006 to 2008 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 services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines brokerage and advisory solutions, leveraging research and analytics to support diversified investment management.

Stacey Baker is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 designations and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2017, following a year of salary continuation leave with Wells Fargo Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Joanne Baker is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and having 21 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for three years before joining Wells Fargo Clearing in 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics from Wells Fargo Investment Institute and third parties to support its investment approach.

Marc Elim is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Dw Inc. and A. G. Edwards & Sons, Inc. Elim serves on the William and Mary Athletics Foundation Board and is involved with the Children's Museum of Richmond's finance committee. 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 with over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.

Gail Warren is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously with A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of financial advisors.

Marshall Waller is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at Bellwether Enterprise Inc for six years. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen Page is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with Wells Fargo Bank NA and Wells Fargo Clearing Services since 2012. Outside of advisory work, he has appeared in a local commercial related to a hospital patroned by his spouse and participates as a part-time driver for DoorDash. 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 research-driven investment evaluation with a broad platform offering brokerage and advisory solutions.

William Anderson is a financial advisor with Wells Fargo Clearing in Richmond, VA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. He serves as a personal representative and executor for his son. 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 provides both brokerage and advisory solutions, utilizing research and analytics grounded in diversification and modern portfolio theory.