Wells Fargo Advisors

Wells Fargo Advisors is a prominent financial services firm based in Saint Louis, Missouri, providing investment planning and advisory services to clients across the United States and globally. Established in 1986, the firm operates as a subsidiary of Wells Fargo and employs over 15,000 Financial Advisors dedicated to helping clients achieve their financial goals. The firm offers a range of services, including institutional brokerage, asset management, and estate planning, all aimed at supporting clients in managing their investments and navigating financial decisions. With a focus on service and client success, Wells Fargo Advisors is committed to delivering tailored financial strategies that align with individual life needs.

Kathy Barney

CFO and Executive Vice President

Ron Dock

Senior Vice President and CTO Information Services - Brokerage Technology

Andrew Folsom

Investment Analyst and Vice President

1 past transactions

EVEREN Securities

Acquisition in 2015
EVEREN Securities is a national full-service brokerage firm. It serves individual, corporate, municipal, and institutional clients through an integrated network of investment consultants. EVEREN Securities was founded in 2010 by Larry Koehler.
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