Maurice Frilot

About Us



Using a holistic approach which combines wealth management services with banking support access, we develop customized plans to guide you through life’s stages and market uncertainty to help fulfill your goals.

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Meet Our Team

Maurice Frilot

Senior Financial Advisor
Managing Director - Investments

Phone: 303.740.1420
Email: Maurice.E.Frilot@wellsfargo.com
For the past 27 years, Maurice has advised clients in financial strategies involving retirement planning, investment planning, tax-saving techniques, wealth accumulation, securities-based lending, insurance, and estate planning strategies.  The fourth-generation Denver native attended Montbello H.S. and won the 1984 Denver Post Gold Helmet Award.  Maurice graduated from Harvard University with a BA in Psychology in 1989.  While attending Harvard, Maurice played football for the Crimson, earning All-Ivy and All-America honors.

CA Insurance Lic. #0I62885. Resident State CO

Travis Tom

First Vice President
Senior Financial Advisor

Phone: 303.797.4754
Email: Travis.A.Tom@wellsfargo.com
Travis has been managing clients with Wells Fargo Advisors for the past 13 years. He has over 19 years of financial services experience with Wells Fargo and has also worked as a retail bank manager and securities licensed Regional Private Banker. The University of California, Santa Barbara Pre-Law graduate currently serves as Board Chair for the Asian Chamber of Commerce of Colorado

CA Insurance Lic. # 2104828. Resident State: CO

Matthew Peterson

First Vice President - Investments
Financial Advisor

Phone: 303.797.4776
Email: Matt.R.Peterson@wellsfargo.com
Matt has been managing clients with Wells Fargo Advisors for the past 10 years. With over 18 years of financial services experience at Wells Fargo, Matt has also served as retail bank manager and securities licensed Regional Private Banker. Born in North Dakota, Matt grew up in Arvada, CO, and graduated from Metropolitan State University in Denver with a degree in History.

CA Insurance Lic. #0M98870. Resident State: CO

Joseph Green

Financial Advisor

Phone: 303.797.4753
Email: Joseph.L.Green@wellsfargo.com
Joseph Green has over 10 years of wealth management experience with Wells Fargo Advisors. With 25 years of overall experience in financial services, Joe has previously worked as a wealth management consultant with TIAA-CREF, Transamerica, Citigroup, ICON Advisors, American Skandia and Merrill Lynch. The Fort Hays State Marketing Graduate is a third generation Denver Native.
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.

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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 (AL, AR, AZ, CA, CO, DE, FL, GA, HI, IN, KS, MA, MI, MO, MT, NC, NE, NV, NY, OH, SC, SD, TX, UT, WA, 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.

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