Senior Financial Advisor at
Wells Fargo Advisors
Years of Experience
10 years
Number of Clients
94
Average Client Size
$3,000,000
Member Since
2025
We provide customized, white glove service, to all of the families that we work with. Each client's investment portfolio and financial plan is personalized to their specific needs.
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B.S.
Obtained in 2014
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Member FINRA/SIPC.
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