The Allison Financial Group
Of Wells Fargo Advisors

About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Meet Our Team

Max Allison

Senior Vice President - Investments
Senior PIM Portfolio Manager
Phone: 623.876.4820
Email: max.allison@wfadvisors.com

Brian Jeffries

Senior Vice President - Investments
Senior PIM Portfolio Manager
Phone: 623.876.4811
Email: brian.jeffries@wfadvisors.com
By focusing on each investor’s specific needs, Brian develops strategies that help his clients achieve their financial goals. Brian has worked as a Financial Advisor to both individual and institutional investors since 2000.

Before joining Wells Fargo Advisors in 2012, Brian was a Vice President and Wealth Advisor for Morgan Stanley for 12 years.

Brian earned a Bachelors degree in Finance from Arizona State University. He holds FINRA Series 7, 31, and 66 registrations along with Life and Long Term Care Insurance Licenses. Brian is registered to do business in over 30 states.

Brian’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.

Brian’s hobbies include golfing, camping, and sports. However, Brian’s greatest delights come from spending time with his wife of 24 years, Marie, and their six sons, Brian Jr., Alexander, William, Nickolaus, Christian, and Jackson.

CA Insurance License #: 0F86156  Resident State AZ

Wendy Stolcis

Senior Registered Client Associate
Vice President
Phone: 623.876.4863
Email: wendy.stolcis@wfadvisors.com

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Learn More

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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