Our Firm

Our Firm

A Heritage of Client Service

Wells Fargo Advisors, which traces its roots to 1879, grew through mergers with highly respected reactional and national firms.  It is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest and highly respected financial institutions. 

Areas of distinction

  • Structure that combines the capabilities of a large, national firm with the best practices of several smaller, esteemed firms
  • Dedicated to Financial Advisors and their relationships with clients
  • Choice and flexibility for Financial Advisors and their clients through distinct business channels supported by established products, services, and technology


  • Advisory services
  • Asset management
  • Brokerage services
  • Estate planning strategies
  • Retirement planning
  • Portfolio analysis and monitoring
  • Our commitment to you

Our committment to you

We will honor our relationship with you

When you work with a Financial Advisor from Wells Fargo Advisors, you have someone who takes the time to listen and understand your needs, helps you clarify your goals, and takes seriously the safety and security of your money and investments.

We will be fully invested in your success

Your Financial Advisor can help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments, and regular feedback on your progress. 

We will be with you every step of the way

Your needs and goals will change over time. That's why your Financial Advisor will be there to provide ongoing advice – along with the exceptional service you deserve – through the ups and downs of markets and economic cycles.