WELLS FARGO CLEARING SERVICES - Key Persons

Job Titles:

• Senior Registered Client Associate

Amy started her career 25 years ago at a regional firm in Evansville, Indiana. After 18 years, she and her husband moved to the Atlanta area, and she began her career at Wells Fargo Advisors. She joined the Huffard, Huber and Waits Wealth Management Group in early 2022. Amy specializes in delivering excellent customer service and strong organizational skills. She handles the day-to-day operations for the team and is available for any client's needs. She also holds her Series 7 and 65 registrations. Amy enjoys spending time with her husband, Joe, their four children, and one grandson, Micha. You will find her most of the year at the Lacrosse field cheering on her daughter. She is active in her church and in her spare time she loves reading and watching sports. She and her family reside in Acworth, Georgia.

Brian began his career as a Financial Advisor in 1993 with Interstate/Johnson Lane. Over the years, the firm has gone through a series of mergers, the most recent of which was Wells Fargo & Company's purchasing Wachovia in 2008. He earned a Bachelor of Arts degree in History from Washington & Lee University in Lexington, Virginia. He holds the Series 7, 31, 63, and 65 Securities registrations. In 2000, Brian earned the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements.

Job Titles:

• Managing Director - Investments

An industry veteran, Haynes is conservative, goal-oriented, and fully invested in his clients. He believes real solutions require planning, discipline, and common sense. For him, exceptional working relationships are based on mutual respect and dialogue, a collaborative exchange, and a thorough examination of needs, desires, and goals. Haynes began his career as a Financial Advisor in 1997 with A.G. Edwards & Sons. Over the years, the firm has gone through a series of mergers, the most recent of which was Wells Fargo Advisors purchasing Wachovia in 2008. He earned a B.S. degree in Economics with Financial Applications in 1995 from Southern Methodist University. He holds the Series 7, 9, 10, 63, and 65 Securities registrations. In 2012, Haynes earned the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements. Haynes spends his free time with his wife Wesley, and their two daughters, Hudson and Gill. His interests include golf, fishing, and gardening. Haynes has served on the board of several local nonprofits and is an active member of the Lions Club of Buckhead.