Louis Pelliccioni, Jr.

Louis Pelliccioni, Jr.

    • Managing Director - Investment Officer
    With over 30 years of experience, Louis Pelliccioni, Jr. brings a longstanding, diverse, and qualified finance background to Southwest Florida. As an avid sportsman, Lou played and coached basketball at West Virginia University. During his time coaching, he published and co-authored a book, which was published by Prentice Hall in 1981. He has also traveled and presented speeches across the country on handling pressure in sports for the PGA.

    In 1985, Lou was hired as a financial consultant to Prudential-Bache Securities, now Wells Fargo Advisors. He has been a Premier Advisor every year since joining Wells Fargo Advisors. The Premier Advisors distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

    Outside of working on behalf of clients, he has helped with Big Brothers Big Sisters, served as President of the Touchdown Club, and served as President of the St. Francis Alumni Association in Morgantown, West Virginia. Lou also has outside business experience in owning a retail business, recreational facility, and various real estate ventures. His favorite area of finance is tax efficiency.
    Brice L. Pelliccioni, C(k)P, CDFA

    Brice L. Pelliccioni, C(k)P, CDFA

      • Financial Advisor
      Brice L. Pelliccioni attended Florida Gulf Coast University as a student athlete in golf, and he earned a degree in biology. His proudest moment came when he was presented the Overall Best Service Learning Project. He created a relationship with the local Boys and Girls Club and developed a program that allowed education majors at FGCU to come to the Boys and Girls Club and teach hands-on lessons.

      After college, Brice continued his education at the Masters level in biomedical sciences. While earning his Masters, Brice happily wed his wife, Amanda. Brice then took the opportunity to pursue a passion of his and joined his father, Louis, at Wells Fargo Advisors.

      Once Brice joined Wells Fargo Advisors, he and his father formed the Pelliccioni Financial Consulting Group of Wells Fargo Advisors. Brice leverages the experience and knowledge of Lou with passion for excellent service to their clients, and always strives to make a profound impact on the lives of not only these clients, but also their families and next generation. Their team is quite literally a family and they work diligently to make their clients feel like family. Brice is proud to stand behind the team and their 30+ years of combined services. Brice strives to learn, understand, and continue to be an ambassador for not only his clients, but also the industry.

        The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
      Amanda M. Pelliccioni

      Amanda M. Pelliccioni

        • Financial Advisor
        Amanda was born and raised in suburban Chicago. At 18 she left Illinois for Indianapolis, Indiana where she spent 6 years pursuing a Doctor in Pharmacy degree. Some of her favorite memories from her time at Butler University were watching the Bulldogs participate in not one but two Final Four appearances! After graduation she re-located to sunny Florida where she met her husband. She spent 8 years working as a pharmacist, 6 of those years as a pharmacy manager. Over the years she realized she wasn't using her talents to their full potential in her current field and wanted to pursue a different career path. In 2019 she joined Pelliccioni Financial Consulting Group of Wells Fargo Advisors. 
         
        She loves working in the family business because she has the opportunity to use her talents to help our clients achieve financial well-being. There are so many facets to an individual's or a family's financial life that we can help with from investing to budgeting and beyond. We believe in treating our clients like family and we enjoy seeing them reach their financial goals with our help.

        Education

        • Doctor of Pharmacy, Butler University