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We are proud to be backed by Wells Fargo Advisors, a nationwide community-based financial services company with a legacy of 140+ years. As one of the nation’s premier wealth management firms, Wells Fargo Advisors is known and respected for the responsible stewardship of its clients’ assets.
With roots dating back to 1879, it grew through mergers with some of the most respected regional and national financial companies. Driven by a strong and abiding commitment to service, the firm helps its clients succeed financially with investment planning and provides advice for helping them achieve their life needs and financial goals. 

A non-bank affiliate of Wells Fargo & Company, Wells Fargo Advisors prides itself on exceptional service based on trust and knowledge, having built a corporate culture that puts client needs above all else.
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To provide additional value for our clients, we coordinate with your network of financial professionals – including attorneys, accountants, and tax professionals – to maintain cohesion across your investment plan. At Woods Levin Wealth Management Group of Wells Fargo Advisors, we approach all our clients as a team, and we believe that extends beyond us to your existing financial network.

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, AZ, CA, CO, CT, DE, FL, GA, HI, LA, MA, MD, ME, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV). 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.

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