Richmond, VA Bayberry Ct Office

Jordan Barck is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at Equitable Advisors, Carolina Capital Management, and Wells Fargo Advisors. 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 solutions based on research from Wells Fargo Investment Institute and third-party sources.

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, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he serves as an executor for his mother's estate. 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 approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Barck is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee for his mother. 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 investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Todd Larkin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is the owner of Stuart Ave LLC, a rental property business in Richmond, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stacey Baker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Wells Fargo Clearing since 2017 and took a salary continuation leave with Wells Fargo Securities from 2016 to 2017. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Joanne Baker is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Marc Elim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Elim has served as past chair of the William and Mary Athletics Foundation Board and is a finance committee member for the Children's Museum of Richmond. 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 advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial product offerings than typical institutional advisers.

Gail Warren is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 65 licenses and 45 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and offering both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

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.

Patricia Rodgers is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years before joining Wells Fargo Clearing in 2022. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Page is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo in various roles since 2012. Outside of his advisory work, he has participated in local commercial media activities related to a hospital patroned by his spouse and has worked as a part-time driver for a local economic empowerment initiative. 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 approach is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

William Anderson is a financial advisor with Wells Fargo Clearing in Richmond, VA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he serves as a personal representative and executor for his son. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.