Stifel | Ron Witter

Wells Fargo Advisors, a trade name for Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC, provides a comprehensive suite of financial services, including investment management and wealth planning. The firm specializes in helping clients navigate their financial goals through dedicated financial advisors and customized investment strategies. With a commitment to client-first service, Wells Fargo Advisors offers a range of products, such as retirement accounts and estate planning, designed to assist individuals through various life events and financial transitions. The company emphasizes educational insights on market trends and strategies to help clients manage their investments effectively. Generated from the website

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients' best interests are the driving force in the relationship.

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