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Wells Fargo Advisors, LLC

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Officers and directors

Joe Montgomery
Managing Director
Marc Beshany
Managing Director
Devin Destefano
Managing Director Next Generation Advisor Strategy


1 N. Jefferson
St. Louis, MO 63103
+1-314-955-3000 (Phone)

Website links

The iconic Wells Fargo stagecoach has a few extra stops to make. A subsidiary of banking giant Wells Fargo & Co., Wells Fargo Advisors is one of the nation's largest retail brokerages, with more than 15,100 financial advisors, 3,600 licensed bankers, and some $1.4 trillion in client assets. The company provides advisory services, asset management, estate and retirement planning, brokerage, and portfolio monitoring services. Wells Fargo Advisors has around 1,300 office locations, many within Wells Fargo branches. After buying Wachovia in the largest bank acquisition to date, Wells Fargo merged its existing brokerage operations with Wachovia Securities in 2009 and rebranded the firm as Wells Fargo Advisors.

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