Garrett Carlson, First Vice President-Investments, was a founding member of the Koch Carlson Wealth Management Group of Wells Fargo Advisors in 2013. He is responsible for investment planning activities and day to day portfolio management strategy. He has advanced experience in the areas of option strategy, retirement planning, corporate retirement plans and new issue syndicate offerings.

Garrett joined Wells Fargo Advisors in 2022, coming from Merrill Lynch’s Boca Raton office where he spent over a decade. He holds the CERTIFIED FINANCIAL PLANNER^TM Certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this certification, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Garrett has also completed extensive post-graduate study at Colombia University’s School of Business with a focus on Investment & Option Strategy.

Franz Koch is a highly experienced Financial Advisor at Wells Fargo Advisors, with a successful career spanning over 17 years in the financial services industry. He specializes in a range of services including asset management, investment planning, estate planning, business planning and multi-currency strategies, all of which are designed to help his clients achieve their financial goals.

Prior to joining Wells Fargo Advisors, Franz spent 12 years at Merrill Lynch, where he honed his expertise in wealth management and built a loyal client base.

Franz is committed to providing his clients with customized, goal-oriented financial solutions that are tailored to their unique needs and circumstances. He is passionate about building long-term relationships with his clients and takes a comprehensive approach to their investment planning needs. His deep understanding of financial markets and his dedication to staying current on the latest trends and industry developments helps make him a trusted advisor for clients seeking guidance in navigating complex financial landscapes.

Franz holds a Bachelor of Science in Finance from Florida Atlantic University.

James Robustelli is a Registered Client Associate at Wells Fargo Advisors. James has worked with Wells Fargo Advisors since 2019 bringing a well-rounded background in trading, operations, research, wealth planning, and compliance. James received his Bachelors Degree in Finance from the University of Central Florida in 2018 and has his FINRA Series 7 & 66 securities registrations. Originally from Sarasota, he now resides in Boca Raton. Outside of work, James enjoys spending time with family and friends, staying active, exploring the outdoors, and reading about global affairs.