THE FRANKLIN MANAGEMENT GROUP
of Wells Fargo Advisors

About Us

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

The Philosophy of Value Investing  

Why Use a Professional Money Manager?  

Our Background  

Meet Our Team

Richard Charles Brusky, CFA

Managing Director - Investments
PIM Portfolio Manager

Rick Brusky is the senior associate of the Franklin Management Group of Wells Fargo Advisors. As the portfolio manager, he makes final investment decisions in discretionary accounts. He was born in Green Bay, WI, and graduated cum laude from Marquette University in 1977 before moving to the Palm Desert area and joining Blythe Eastman Dillon. Mr. Brusky joined Wachovia Securities (a predecessor firm of Wells Fargo Advisors) as a Senior Vice President – Investments in August 2002 after spending almost 10 years with Prudential Securities and over 12 years with Kemper Securities and its predecessor firm, Bateman Eichler, Hill Richards.

Mr. Brusky is responsible for analyzing the capital equipment, chemical, construction, energy, transportation, telecommunications, and utilities industries, as well as some service company stocks for the group. He also directs the research for the group. Mr. Brusky enjoys tennis, scuba diving and snow skiing. He earned the Chartered Financial Analyst designation in 1989 and is a member of the Salt Lake City Society of Financial Analysts.

CA Insurance Lic. #0A17542
Resident state: UT

Julie Valenzuela

Senior Registered Client Associate

Phone: 760.862.6223
Email: julie.valenzuela@wellsfargoadvisors.com
Julie Valenzuela first joined the Franklin Management Group of Wells Fargo Advisors in August 1988, and rejoined the team in September 2020. She is responsible for client service requests, such as entering trade orders, receiving deposits, and updating account paperwork. She also updates the group’s stock and securities watchlists.

Mrs. Valenzuela earned her Series 7 registration in 1994 and has worked in the financial services for over 30 years; including at Bateman Eichler, Hill Richards; Kemper Securities; Prudential Securities; and at Wachovia Securities, which later became Wells Fargo Advisors.

Mrs. Valenzuela and her husband Jim live in Indio, California. She enjoys camping with her family and crafting with friends.

CA Insurance Lic. #0N03132
Resident State: CA

Cole B. Lewis, CFA

Financial Consultant

Cole Lewis graduated magna cum laude in Economics from Brigham Young University before earning an MBA in Finance from BYU's Marriott School of Management in 2009. After about five years of stress testing credit risk at Zions Bancorporation in Salt Lake City, he joined Wells Fargo Advisors in 2015.

Mr. Lewis earned the Chartered Financial Analyst designation in 2013. He is responsible for analyzing companies in the consumer, financial, forest products, healthcare, metals, real estate, and technology industries and makes related investment recommendations.

Mr. Lewis lives with his wife and children in Utah County. They enjoy spending time with family, as well as hiking, camping, snorkeling, visiting national parks, and participating in snow sports. They are actively involved in their church and enjoy volunteering in their neighborhood.

CA Insurance Lic. #0K27088
Resident state: UT
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
Why Invest With Us

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, AZ, CA, CO, FL, IN, MA, NM, NY, UT, WA, WI, WY). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.