ADVISOR BIO

Marci Mauro is a financial advisor who has been in the industry since December 2019. Marci is registered with Wells Fargo Clearing Services, LLC and is currently licensed in California and Colorado. Marci holds Series 7TO, SIE, and Series 66 licenses and has experience in providing financial planning, investment consulting services to institutional clients, pension consulting, selection of other advisers, and portfolio management services.

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ADVISOR BIO

Marcy Morgan is a financial professional with over 10 years of experience in the financial services industry. Marcy is currently registered with Wells Fargo Clearing Services, LLC in Connecticut and Florida. Marcy specializes in providing investment advice to individuals, corporations, and charitable organizations. Previously, Marcy held positions at BNY Mellon Securities Corporation, First Republic Securities Company, LLC, Deutsche Bank Securities Inc., and J.P. Morgan Securities Inc. Marcy holds the Series 7, Series 63, and Series 66 securities licenses. Marcy is committed to providing her clients with personalized financial advice and investment strategies.

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ADVISOR BIO

Mark Belveduto is a financial advisor at Wells Fargo Clearing Services, LLC with over 23 years of experience in the industry. Mark has a strong background in providing investment consulting services to institutional clients, and has a deep understanding of financial planning, pension consulting, and portfolio management. Mark is registered with the Securities and Exchange Commission (SEC) and holds Series 63, 65, 7 and SIE licenses. Mark has worked in the financial services industry since 1998 and has experience working with HSBC Securities (USA) Inc., CitiCorp Investment Services, Essex National Securities, Inc. and Leigh Baldwin & Co., LLC. Mark is a member of the SEA Point Condominium Association HOA board.

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ADVISOR BIO

Mathew Brandon McClain is a financial advisor with Wells Fargo Clearing Services, LLC, based in Tarpon Springs, FL. Mathew is a Registered Representative and has been in the financial industry since August 13, 2001. Mathew has experience with a variety of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Mathew is committed to providing his clients with personalized financial advice and services.

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ADVISOR BIO

Matthew Robert Anderson is a financial advisor with Wells Fargo Clearing Services, LLC, registered in Texas and Florida. Matthew Anderson has been in the industry since 2021 and holds the Series 7TO, SIE, and Series 66 licenses. Matthew Anderson is also registered with the state of Texas as a both a securities and an investment advisor representative. Matthew Anderson has experience in the financial industry, having previously worked at Wells Fargo Bank.

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ADVISOR BIO

Melinda Paige Jones is a financial advisor with Wells Fargo Clearing Services, LLC. Melinda has been in the financial services industry since July 2, 2012. Melinda is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 63 and 66 licenses. Melinda previously worked at NEUBERGER BERMAN, LLC and NEUBERGER BERMAN MANAGEMENT INC.

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ADVISOR BIO

Michael Woods is a financial professional with over 12 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC and has a Series 7, Series 63 and Series 66 license. Michael has worked for several firms including Gordian Investments, LLC, Andrews Securities, LLC, and Imperial Capital, LLC. Michael also holds an active registration with the state of California as an Investment Advisor Representative.

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ADVISOR BIO

Michael Grannis is a financial professional with over 15 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Michael specializes in various areas of financial services, including Portfolio Management for Individuals and Businesses. Michael also provides financial planning and consulting services to clients.

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ADVISOR BIO

Michael Ashley Nelson is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 2003. Michael specializes in providing investment consulting services to institutional clients as well as financial planning for both individuals and businesses. Michael is also registered to provide investment advisory services in Connecticut and New Jersey.

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ADVISOR BIO

Michelle Weiss is a financial advisor with Wells Fargo Clearing Services, LLC, a firm with over $10 billion to $50 billion in assets under management. Michelle has been in the financial services industry since 2007 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Michelle holds the Series 7, Series 63, and Series 66 licenses. She is also a Registered Representative for Wells Fargo Clearing Services, LLC. Michelle specializes in providing investment consulting, financial planning, and portfolio management services. Michelle is committed to helping her clients reach their financial goals.

SPECIALIZATIONS