Saint Louis, MO Office

Team
Updated today

Client AUM

$34,800,256,343

Clients

11,181

Advisors

2

Of 50 advisors across 14 offices

Location

2801 Market St, F & L Bldg

Saint Louis MO 63103

Advisors at this office

2

Advisors at this office

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Audrey M

Series 63, Series 66

St Louis, MO

Wells Fargo Investment Institute, Inc.

Audrey Moran is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, Us Tech Solutions, Sanford Health, and Ulta Beauty. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm’s research and model guidance support various divisions within Wells Fargo and at least one non-affiliated investment adviser.

Passive / index investing Active portfolio management
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Brandon G

Series 66

Saint Louis, MO

Wells Fargo Investment Institute, Inc.

Brandon Gross is a financial advisor at Wells Fargo Investment Institute, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and DiSys prior to joining Wells Fargo Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and it primarily offers impersonal research and model guidance rather than direct investment management.

Passive / index investing Active portfolio management
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