George joined Wells Fargo Advisors as a Managing Director - Investments in 2013. His 32 years of experience in the investments and wealth management industry have ranged from handling the day to day operations to developing and managing financial strategies.George believes in a truly holistic and client centric approach. He believes his ability to provide customized solutions that address his clients' assets and liabilities allows him to act as their personal Chief Financial Officer.

George is a graduate of George Mason University with a B.A. Economics. He is married and the father of three, all of whom he is extremely proud. His family spends a lot of time in the Annapolis. M.D. area where his son Ben attends the U.S. Naval Academy. His son Andrew is a recent graduate of UVA and joining the Peace Corp. George and his wife Sarah are also a constant fixture on the sidelines watching their daughter Clara play field hockey and soccer. He previously served on the boards of George Mason University Foundation and Virginia Hospital Center Foundation. In his free time, he enjoys spending time with his family, running and gardening.

 

George holds his series 7, 31, 63, 65 registrations
CA Insurance License Number: 0D11604. Resident State [VA]

Michael has been with Wells Fargo Advisors for over 7 years and has over a
decade of financial services industry experience. Throughout his time he has
held diverse roles with different firms in the financial industry which provides
him with a perspective on tackling complex situations. He works to assist
George in providing the best service and care to each client. He provides a
tailored experience to each client’s financial situation.

Michael is active in his community and likes to spend his free time with his
son exploring Virginia. He works with charities that he believes strongly in
such as efforts to combat the opioid crisis and provide support to the families
of those who have succumb to it.

CA Insurance License Number: 0L91217

Resident State [VA]