Alan K. Gross

Tailored Financial Strategies. Personal Service. As a Senior Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more. I have been honored as a Forbes Best-In-State Wealth Advisors from 2023 to 2026.


2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25  • 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). • 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 • 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.html


For more information about how I may be able to help you pursue your financial goals, please contact me. My Associate(s): An Tran, Senior Registered Client Associate, is securities registered in the following states: AL, AZ, CA, CO, CT, DC, FL, GA, HI, KS, MA, MD, MI, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA