The Waypoint Group - Morgan Stanley

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Our branch offices are temporarily closed to all pedestrian traffic. Please call if you need to reach one of our planners. From our Easy 401(k) Rollover to Retirement Paycheck services, the advisors at the Edelman Financial Engines Advisor Center can develop a personalized investment strategy to...

Stifel, Nicolaus & Co Butler Wick Division is a division of Stifel Nicolaus & Co. Stifel, Nicolaus & Co. is a full-service brokerage and investment-banking firm that was founded in 1890. The company consists of skilled financial specialists that provide expert advice for annuities, professional money management, mutual funds, insurance, qualified plans, financial planning, options, correspondent research and more. The company has a honed support system to help its associates with the insight and ability necessary to meet clients' objectives. Headquartered in St. Louis, Stifel, Nicolaus & Co. is a subsidiary of its parent company Stifel Financial Corporation, and employs nearly 1,200 people.