Lori Iaquinta-Morgan Stanley

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Wells Fargo Advisors, located in San Diego, CA, operates as a registered broker-dealer and non-bank affiliate of Wells Fargo Company. The firm offers a range of investment and insurance products, emphasizing the importance of understanding associated risks, including potential loss of principal. The branch is staffed by a team of experienced financial advisors dedicated to providing personalized financial guidance. As a member of the Securities Investor Protection Corporation (SIPC), Wells Fargo Advisors prioritizes client security and adheres to regulatory standards in the financial services industry. Generated from the website

Clients come to us from all walks of life. Our highly-experienced team helps them navigate and transition confidently through every stage of their financial journey. We're here for you, your family, and your legacy.