The Alexandria Wealth Management Group traces its roots back to Jones, Kreeger & Co., a brokerage firm based in Washington, DC. Norman Schrott became the original manager of the Alexandria Branch in 1956, and the firm was acquired by A.G. Edwards & Sons in 1969.
The branch grew steadily over the years as Norman added Frank Key in 1981 and Ted Dicken in 1985.
In 1995, Norman moved away from his management duties to focus solely on his clients. In his place, Frank assumed the role of branch manager.
Ryan Sprowls left the A.G. Edwards corporate headquarters in St. Louis to work with Norman at the Alexandria branch. As Norman began to wind down his career, Ryan and Ted took over the practice. A.G. Edwards was acquired by Wachovia Corporation in 2007 which was then acquired by Wells Fargo & Company in 2008.
Frank stepped down from his management role to focus on his clients and work with Ryan and Ted. This was the start of the Sprowls, Dicken & Key Wealth Management Group.
Michael Romano joined the team in early 2016 after working in investment banking in NY and in the Wells Fargo Private Bank. Ted concluded his career later in 2016.
Ellen Cleary was welcomed into the practice after spending the majority of her career with Morgan Stanley providing trusted advice to her clients.
Charles Markson and Kimberly Broome joined the practice. With over 35 years of experience, Chuck provides the highest level of personal service with professional integrity. Kimberly rounded out the wealth management team with a depth of knowledge in portfolio management and investment analysis.
The Alexandria Wealth Management Group of Wells Fargo Advisors is proud to have a long tradition of helping our clients meet their financial goals. From brand new relationships to those spanning over five generations, we are excited to continue to serve our clients for many years to come.