William Saunderson is Senior Vice President – Investment Officer and Senior Financial Advisor. Bill has focused on wealth management strategies for over forty years and during his tenure has received many accolades. As a member of the Flynn Wealth Management Group of Wells Fargo Advisors for over 11 years, he focuses on Investment and Estate Planning strategies in addition to servicing the vast needs of their clients. Bill helps clients achieve their goals by utilizing a suite of advanced planning tools called eMoney® which analyze client’s situations and helps create personalized investment plans that track their progress towards goals. He strongly believes that planning can help you think about your money in specific ways and help guide you toward outcomes that can make the most impact for you.

Bill was most recently a Wells Fargo Advisors Platinum Council Managers for the Southeast Division for the years 2014, 2018, 2020, and 2023 and led the downtown Ft. Lauderdale office. His management and leadership tenure started at Wells Fargo Advisors in 2010 where he served as a Branch Manager in the Tampa Market. In 2014 he transitioned back to South Florida and served as a Market Leader, Complex Manager and branch manager, leading teams of Financial Advisors and support staff dedicated to building, managing, preserving, and transitioning wealth for their clients. It was also at this time that he started working as a financial advisor with the Flynn Wealth Management Group.

Bill is a native Floridian and was born and raised in Fort Lauderdale. He received his bachelor’s degree in business marketing from The University of Florida and holds many licenses and certifications attributed to wealth management, including the FINRA Series 7, 63, 9 and 10 securities registrations as well as the Florida Life, Health and Variable Annuity licenses. He’s also been a visible ambassador for Wells Fargo Advisors in the community. He proudly served on the board of the American Heart Association, The Vizcaya Museum and Gardens, Big Brothers Big Sisters of Miami and Broward County and has been a mentor for over 3 decades.

Bill is married to Fabiola, from Cartagena, Colombia. They are travel enthusiasts and visit Colombia and South America often, so much so that Bill is enrolled to learn Spanish. He is the proud father of Jonathan, a PhD student attending Florida International University and Isabella, his 15-year-old daughter enrolled at his alma mater, St. Thomas Aquinas High School. Bill and his wife are avid boaters, enjoy boating in many ports of call throughout the Caribbean and the world and take advantage of the many outdoor opportunities that South Florida provides.


*The Platinum Council Manager (previously Premier Manager) distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.
*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

If you do not take care of your customers, someone else will. This phrase resonates with Scott as he dedicates everything he does for his clients. He prides himself on his customer service and is always there for his clients.

Scott holds a bachelor’s degree in Business Management from Flagler College in St. Augustine, Florida. He later earned his Master of Business Administration degree from the Davis School of Business at Jacksonville University. Before joining Wells Fargo, he served as a Research Analyst for a team Morgan Stanley Smith Barney.

Scott has a passion for the sport of golf and even worked for a hall of fame golfer prior to his career in Financial Services. He witnessed firsthand the dire need for a trusted financial advisor on their side, an advisor who would help that client and keep others from hurting them financially. This propelled him into the industry.

Most of his clients are athletes, and he believes he is an expert within the lifestyle. Scott makes sure his clients understand and have access to all resources available. He loves working for his clients, helping them navigate through their financial journey and providing the best advice specific to his client’s goals and aspirations.

Scott was born and raised in a small midwestern town, Twin Lakes, Wisconsin where he learned a strong work ethic and commitment to the community. He had an opportunity to move to Florida to attend college on a golf scholarship and fell in love with the state. In his free time, he enjoys playing golf, reading, skiing, and giving back to his community.    

With more than 30 years of financial services experience, Karen helps ensure that clients’ administrative needs are handled accurately and quickly. She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.
Karen has many industry registrations and licenses. She also is fluent in Spanish. A resident of Fort Lauderdale, she spends most of her free time with her husband, Phillip, an attorney, and their two sons.