Tarpon Springs, FL Federal Pl Office

Felipe Francois is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo in various capacities since 2014. 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.

Jill Salvatore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at several prominent firms, including Citigroup and City National Bank, before joining Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she serves as co-trustee and power of attorney for her parents' revocable living 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 combines research from its own investment institute with third-party data to support diversified portfolio strategies.

Kimberly Roman is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding a Series 66 designation and 18 years of industry experience. She 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 manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions.

Andrew Longman is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Columbia, MD, and has 14 years of industry experience. He previously worked at Citigroup Global Markets from 2012 to 2018 before joining Wells Fargo Bank and Wells Fargo Clearing Services in 2018. Wells Fargo Clearing provides retirement plan consulting for 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Gordish is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2007. Outside of his advisory role, he serves as Treasurer for Palm Beach Cursillo, a community organization in Lake Worth, Florida. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stuart Green is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Tarpon Springs, Florida. He has been with Wells Fargo Bank since 2010 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Lacey Thornton is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL. She holds a Series 63 designation and has six years of industry experience. Her prior work includes positions at Altabank and Wells Fargo. 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 uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a large-scale platform.

Diane Don is a CFP® professional with 21 years of industry experience currently associated with Wells Fargo Clearing. Her career includes multiple positions within Wells Fargo affiliates since 2004, as well as roles at LPL Financial, Ifmg Securities, Inc., and Citicorp Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to inform its diversified investment approach.

Richard Lupkes is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including 10 years with Wells Fargo Clearing. 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 has over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Christopher Zimmermann is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities and UBS Financial Services. He is based in Tarpon Springs, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide investment selections and offering a range of brokerage and advisory solutions.

Francisco Patino is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2017. Prior to that, he was with JP Morgan Securities and JP Morgan Chase Bank from 2013 to 2017 and has operated as a sole proprietor since 2016. 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 in its investment menus.

Richard Pimentel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank since 2010. 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 across a range of financial products.

Melinda Jones is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Marcy Morgan is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 15 years of industry experience. Her prior roles include positions at BNY Mellon Securities Corporation, First Republic Securities Company, Deutsche Bank Securities Inc, and Db Trust Company Americas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at BB&T and BB&T Securities prior to joining Wells Fargo Bank and Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.