Our Team

My mission is to provide targeted, comprehensive financial advice with the highest level of personal service and professional integrity. In my role as Managing Director – Investments, I offer tailored advice and guidance with the goal of helping you and your family become confident as you look to the future. I work to help you maintain and preserve the wealth you’ve worked so hard to earn.


Background and experience
I began my career as a Financial Advisor with Smith Barney in New York in 1998, where I learned the fundamentals of investment management. I transitioned my practice to Merrill Lynch in 2004. Toward the end of the financial crisis, I searched for opportunities and resources to better align with my clients’ needs and moved to Wells Fargo Advisors. I hold a bachelor’s degree in Business Management from Nichols College.
 

Away from the office
I enjoy working out, hiking, traveling, going to the theater, listening to music and going to the beach. I am happily engaged to my fiancé, Deborah, and enjoy our blended family of four wonderful children, Ashley, Tori, Connor and Addison and our two rescue dogs, Nina and Vincent.

 

I am the founder of the Deborah Jean Foundation, a non-profit organization that gives to causes near and dear to my heart such as supporting cancer research, various children’s causes and animal rescue.

 

California insurance license # 0D89460

Resident state Florida

I develop customized investment plans and investment strategies for retirement-minded individuals by drawing on my experience in the financial services industry. Understanding your goals and objectives enables me to implement a personalized approach towards investing. My areas of expertise include IRAs and estate and retirement planning strategies.

Background and experience

A former school principal, I began my career in the financial services industry in 1983. I studied at the Wharton School of Business and hold degrees in psychology from Queens College (B.S.) and education from the City College of New York (M.S.). I also hold an advanced degree in special education from the University of Wisconsin-Milwaukee.

Away from the office

In my spare time, I enjoy tennis, golf and traveling. I live with my wife, Karen, in Broward County and have a residence in New Jersey. We have raised three daughters and a son. I am the proud grandfather of six beautiful grandchildren.

 

Committed to the community, I have chaired or volunteered on the boards of the Jewish Federation of Broward County and the Advisory Task Force for Estate Planning at the University of Miami.

CA Insurance License Number: 0C41523
Resident State Florida

As a Managing Director-Investment Officer, Brad has 25 years of experience in the investment industry. Brad assists his client by utilizing his investment planning knowledge and experience to help build wealth and potentially reduce/defer taxes (Disclosure: Wells Fargo Advisors is not a Tax Advisor). Brad implements his investment planning process into his individual and small business clients’ portfolios by selecting appropriate investment options based on the client’s investment objective and risk tolerance. Brad’s clients seek to achieve their wealth, trust, and retirement planning goals through his process. Brad also works with his clients CPA’s and attorneys to assuage multi-generational wealth transfer.


Background and Experience

Brad started his investment career with Solomon Smith Barney in 1998 primarily serving the tri-state area. Brad transitioned his practice to Wells Fargo Advisors in the spring of 2005 and returned to Wells Fargo Advisors in the summer of 2020 after an 8-year venture at Morgan Stanley. Prior to beginning his investment career, Brad completed his dual majors in Finance and Microbiology at University of Colorado, graduating with honors.



Away from the Office

Brad is a Philadelphia, PA native and avid Philadelphia sports fan. He moved to Jacksonville, FL in 2017 with his wonderful daughter Sunny. Brad enjoys spending his downtime playing golf, boating and fishing, but most of all enjoys traveling with his daughter.

 Brad is a champion of the SPCA and Ronald McDonald House and a dedicated supporter of philanthropic organizations within his community.

 

My mission as a Senior Financial Advisor, with 47 years of experience, is to assess my clients’ financial situations, develop personalized plans, and guide them in making secure decisions that work best for their individual needs.

It has been my pleasure watching several generations benefit from the value of investing. During my tenure, I have enjoyed creating personable as well as professional relationships, and look forward to the future with my newly acquired partners & team members.


Background and Experience

Jan began her career in January 1977 at the Atlantic National Bank of Florida. After going through the mergers with First Union National Bank, Wachovia National Bank & now Wells Fargo Bank, N.A. allowed most of her training to be firsthand on the job. As a single mother of two young sons, Robert 4 & Chris 2, she depended on her mentors & co-workers. They were patient with her, generous with their time, as well as expertise, to guide her as she learned the ropes.

 Jan currently holds the following licenses:FINRA Series 7-1986, Series 63-1993, Series 65-1996, Life & Variable Annuity 1999, and Series 72-2023.

 

Away from the office

Jan hails from Indiana, PA (home of Jimmy Stewart) and was transplanted in Jacksonville, FL in 1957 with her mom, dad & sisters Cindy & Pam. She is a very active member of Christ the King Catholic Church where she currently holds the title of Finance Council Chairperson.

As a season ticket holder to the Alhambra Dinner Theatre and the Moran Theatre, Jan enjoys a wide variety of professional theatre. Spending time with her family, which includes her 3 pups, Mama Raven, daughter Ruby & son Ryder (better known as the 3 R’s) is extremely important to Jan. Reading, laying in the sun by the pool, bowling, playing bingo & cheering her beloved Jacksonville Jaguars to victory are a few of her favorite past times.

Per her youngest granddaughter, Taylor, she is also a wonderful mother, wife (widowed), & grandmother!

In my role of Financial Consultant, I work closely with select individuals, families, professionals, and business leaders to develop strategic investment plans that reflect their financial goals, objectives, and aspirations. My process begins by asking appropriate questions and actively listening to your answers. With this information, I construct a tailored investment plan designed to achieve your desired outcome. By understanding what is important to you, I work to develop a relationship based on mutual trust and respect. With access to extensive resources and support, I focus on building, managing, preserving, and transferring your wealth.

Focus

Originally from Orlando, FL, I graduated from the University of North Florida with honors in Finance and Economics. From there, I began my career in the financial services industry with Raymond James Financial. In 2017, I transitioned to Wells Fargo Advisors. Along with holding my FINRA Series 7 and Series 66 registrations, I earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning. This program emphasizes how to evaluate and find solutions for high net worth clients’ and business owners’ complex financial situations.

Away from the office

I spend my free time staying active and giving back to the community. I am involved in Best Buddies of Jacksonville and frequently volunteer with Dreams Come True Foundation and Big Brothers Big Sisters of Northeast Florida. I enjoy relaxing at the beach and trying new restaurants around town. My wife Samantha and I reside in Neptune Beach with our Goldendoodle, Axel.


CA Insurance License Number: 4089186 Resident State FL

With over seven years of experience, my aim is to empower clients with confidence, connectivity, and control in their financial journeys. I provide comprehensive guidance for key milestones like retirement and education planning. Understanding each client's unique circumstances and priorities, I collaborate with them to create personalized investment plans. Expect tailored one-on-one advice, comprehensive progress reviews, and convenient access to investments. My commitment is to guide you with clarity and confidence


Background and Experience


I'm a dedicated professional from Jacksonville, Florida, with a background in financial services. I started in 2016 after graduating from the University of North Florida with a bachelor’s in health care administration. Beginning at National Life Insurance Company, I specialized in tailored insurance solutions. In 2018, I moved to Merrill Edge, focusing on crafting personalized financial strategies for families, business owners, and individuals. I hold the CRPC® and the AWMA® designations from the College of Financial Planning, enabling me to address various financial needs such as social security optimization, insurance analysis, and retirement planning. My goal is to provide exemplary service and build long-term client relationships based on trust and personalized attention.



Away from the office

 
I am Happily Married to my wife Mackenzie and am recently a new father to our first-born daughter, Stevie. While this keeps me busy, I cherish the time I can spend with family. I enjoy golfing, baseball, and trying new restaurants around town. As a former Collegiate baseball player, I find joy in giving back by coaching youth baseball, nurturing both their skills as players and their growth as individuals. My family and I reside in St. Augustine Florida with our two Dachshunds.

As a Senior Registered Client Associate with over eighteen years of industry experience, I ensure that your administrative and operational needs are handled accurately and quickly. My responsibilities include helping clients complete documents and forms, answering operational questions, processing transactions, placing trades and more. I engage easily with clients and always explain complex financial information using straightforward, plain English.

Background and experience

I obtained my Series 7 and Series 66 securities registrations in 2005 while working as a Client Service Associate for UBS Financial Services in Kingsport, TN. I have over 28 years of experience working in the financial services industry and initially worked in the banking and leverage buyout fields in California. In 2014, I was promoted to officer and obtained my life health and variable annuity licenses. In 2016, 2017 and 2018, I was named as a Wells Fargo Advisors’ Premier Client Associate. The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values. I served as Ambassador from 2013 to 2015 and again from 2017 to 2019. I began my third two-year term as an Ambassador in July of 2021.  The Ambassador Program consists of Wells Fargo Advisors Team Members who provide feedback on upcoming firm initiatives regarding technology, firm policies, and client-facing materials. 

 

I attended Northland Baptist Bible College and hold an elementary education degree. 

Away from the office

I met my husband, Tim, on a blind date the summer before my freshman year of college and my initial impression of him was that he was weird and strange and that I would never date him. One year later, we were best friends and we have now been married for 38 years! I enjoy reading, swimming and hanging out by our pool.



CA Insurance License Number: 0K02562 Resident State FL

As a Senior Registered Client Associate with over 22 years of industry experience, I help ensure that your administrative and operational needs are handled accurately and quickly. My responsibilities include assisting clients with operational questions, completing documents and forms, processing transactions, and placing trades. I strive to easily engage with clients to simplify complex financial information and create a seamless client experience.

 
Background and Experience

 
Angela Fettik, a Jacksonville, Florida native, started her financial services career at Smith Barney in 2001. Angela became a registered associate in the winter of 2003. In the fall of 2005 Angela transitioned her career to Raymond James until the fall of 2017 when the advisor she worked with retired. Angela joined Morgan Stanley in early 2018 as an assistant for Brad Rude, Managing Director- Investments. When Brad transitioned his practice to Wells Fargo Advisors during the summer of 2020, Angela joined him for the move. Angela obtained her Financial Paraplanner Qualified Professional

Designation in early 2016 which she uses to assist advisors in the client portfolio planning process. Angela currently holds her FINRA Series 7, Series 63, Series 65 registrations and Florida Life, Health, and Variable annuity licenses.

 

Away from the Office

 
Angela is a dedicated and devoted mother and wife. In her free time Angela loves to visit the Disney theme parks with her husband and daughters. Angela also enjoys supporting the Jacksonville Jaguars football team and actively volunteer with her daughter’s middle school PTA.

As a Registered Client Associate with over 10 years of experience, I’m dedicated to developing a trusted relationship with clients by understanding their needs and preferences while offering administrative and operational service that exceeds expectations. My goal is to provide an organized environment by handling the day-to-day requests accurately and quickly
 

Background and Experience

My background is in hospitality, working for the Wyndham brand as their Fraternal/Wedding Sales Consultant from 2009-2012. I began my Career in Finance as a Banker for Wells Fargo in 2012. Promoted to a Personal Banker II in 2013 with a focus as a Business Ambassador and Community outreach. Continuing my development, I obtained my Series 6/63 and variable annuities license in 2018. Then went on to obtain my Series 7/66 and FL 215 -Life and Health and Variable Annuity license in 2022.

Away from the Office

I enjoy spending time with my husband and 4 daughters. I enjoy fishing, relaxing at the beach, creating art, and putting my spin on food recipes.
I’m involved in the community by volunteering my time with HabiJax and Family Support Services for families in need.