CONTINUITY GROUP - Key Persons
Job Titles:
- Registered Client Associate
The Premier Advisor 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.
Job Titles:
- Financial Advisor / Managing Director - Investments
Brian joined Wells Fargo Advisors in 1999. He is responsible for providing investment advisory services to select private clients and reinsurance clients located around the country. Brian has been a financial advisor since 1994; he previously owned and operated a retail business for eight years. Brian has been married to his wife, Sheri, for over 30 years and they have two adult children together. One of which, Tyler, is also a financial advisor on our team. Brian enjoys golf, travel, scuba diving, and spending time with family and friends, as well as a nice bottle of wine.
Job Titles:
- Private Wealth Financial Advisor
Dominic joined Wells Fargo Advisors in 2008 and is responsible for providing investment advisory services to select retirement plans and private clients. Prior to joining the firm, Dominic managed a Wells Fargo Bank lending office in the San Francisco Bay Area. He has worked in financial services since 2002. Outside of the office Dominic enjoys spending time with his wife and their three children, playing and coaching basketball, swimming, cycling, running, and triathlons.
Forbes Top 500: Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Job Titles:
- Branch Manager, Financial Advisor / Managing Director - Investments
Job Titles:
- Financial Advisor - Retired
Job Titles:
- Senior Registered Client Associate
Job Titles:
- Financial Advisor
- Senior Vice President
Job Titles:
- Senior Registered Client Associate - Assistant Vice President
Job Titles:
- Senior Registered Client Associate - Retired
Job Titles:
- Associate Vice President
- Financial Advisor
Job Titles:
- Senior Registered Client Associate Vice President