About Wells Fargo Advisors


A Commitment to Unparalleled Financial Service and Advice

Wells Fargo Advisors is a premier financial services firm, serving investors nationwide. Driven by a strong and abiding commitment to service, we help our clients succeed financially with investment planning and advice designed to help them achieve their life needs and financial goals.

As part of Wells Fargo & Company, Wells Fargo Advisors draws on extensive experience and products across the company to help satisfy our clients' financial needs.

Areas of Distinction

  • Unique structure and scale that combine the capabilities and best practices available through a large, national firm with a client focus more typical of smaller firms
  • Dedicated to Financial Advisors and their relationships with clients
  • Choice and flexibility for Financial Advisors and their clients through distinct business channels supported by established products, services, and technology

Products and Services

  • Advisory Services
  • Asset Management
  • Brokerage Services
  • Estate Planning Strategies
  • Retirement Planning
  • Portfolio Analysis and Monitoring

Broker-Dealers under Wells Fargo & Company

  • Wells Fargo Clearing Services, LLC
  • Wells Fargo Advisors Financial Network, LLC

You Have Questions

• What can a financial advisor do for me?
• Are my investments performing the way they should?
• What is my next step?
If you have investable assets of $100,000 or more, let's talk...free of charge or obligation.

How To Contact Us

If it’s during office hours you can call us at:

425-609-8705

If you’re more comfortable with e-mail, click the button below and let us know when the best time to contact you would be.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CT, FL, GA, ID, NJ, NV, NY, TX, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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