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About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Meet Our Team
Mark Musso
Senior Financial AdvisorPIM Portfolio Manager
Email: Mark.musso@wfafinet.com
I have been involved in the securities industry since January, 2001. I began my career in the securities industry when I joined Merrill Lynch in 2000 as a Financial Advisor. In July of 2006, I joined Wells Fargo Advisors, formerly Wachovia Securities.
I hold a Bachelor's Degree from the University of Louisiana at Lafayette and numerous registrations, including General Securities, Uniform State Securities and Investment Advisor Representative. I earned the Premier Advisors distinction in 2014, 2015, 2016, 2017, and 2018. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients. I am experienced in working with business owners and their employees, top level management, avid savers, high net worth individuals, retirees and many other levels of investors. I am actively involved in the community and a strong supporter of Catholic High School of New Iberia and Community Foundation of Acadiana. I reside in New Iberia with my wife Susan, and my three daughters.
My philosophy is based on the process of capturing opportunity while managing risk. It is my mission to skillfully guide my clients to meet their near and long term objectives by navigating them through ever changing markets. I provide objective financial advice and guidance with the highest level of professional service. I am dedicated to building and preserving wealth for our clients, as well as developing and maintaining lasting relationships.
I hold a Bachelor's Degree from the University of Louisiana at Lafayette and numerous registrations, including General Securities, Uniform State Securities and Investment Advisor Representative. I earned the Premier Advisors distinction in 2014, 2015, 2016, 2017, and 2018. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients. I am experienced in working with business owners and their employees, top level management, avid savers, high net worth individuals, retirees and many other levels of investors. I am actively involved in the community and a strong supporter of Catholic High School of New Iberia and Community Foundation of Acadiana. I reside in New Iberia with my wife Susan, and my three daughters.
My philosophy is based on the process of capturing opportunity while managing risk. It is my mission to skillfully guide my clients to meet their near and long term objectives by navigating them through ever changing markets. I provide objective financial advice and guidance with the highest level of professional service. I am dedicated to building and preserving wealth for our clients, as well as developing and maintaining lasting relationships.
Erin Dolan
Financial AdvisorOperations Manager
Email: erin.dolan@wfafinet.com
As a Financial Advisor with Wells Fargo Advisors Financial Network, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.
Contact me if you'd like me to help you develop strategies for pursuing your financial goals.
Contact me if you'd like me to help you develop strategies for pursuing your financial goals.
Why Invest With Us
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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.