Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.
Tania Licata
Financial Advisor
Email Address
Tania.Licata@wellsfargoadvisors.comPhone Number
(904) 664-6604Toll Free
(800) 767-3827Find Me On
Clients appreciate my ability to make complex topics feel approachable and to deliver thoughtful guidance tailored to what matters most. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs. Away from the office, my partner Scott and I enjoy all that Jacksonville has to offer in restaurants and events. We live in Saint Johns with our rescue dog, Lolo. We have four grown children living across the U.S.
Helping Clients Succeed Financially
From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Investment expertise and advice in an effort to help clients succeed financially
