Looks who's joined us

Success often breeds success. That's exactly what we've seen in the Wells Fargo Advisors Florida Gulf Coast Market. Take a look at the many financial advisors who have decided to bring their financial practices to Wells Fargo Advisors. Each is a successful professional whose clients are supported by the firm.


Danelis Romero Padron
Area Manager
Joined: September 2024
Formerly: Orlando Market of Wells Fargo Advisors
Josue WongJosue Wong
Financial Advisor
Joined: October 2024
Former firm: Merrill Lynch
Chris Wolfe
Managing Director
Clarity Wealth
Joined: October 2024
Former Firm: Goldman Sachs
Peter Meizels
Senior Vice President - Investments
Joined: October 2024
Former Firm: Janney Montgomery Scott

Chris Andrews
Associate Vice President - Investments
Joined: March 2024
Former Firm: Centennial Bank
Frank Kraft
Vice President - Investments
Joined: May 2024
Former Firm: Merrill Lynch

Joshua Long
Vice President - Investments
Joined: May 2024
Former Firm: Regions Bank

Julissa Nunez
Associate Vice President - Investments
Joined: May 2024
Former Firm: Citigroup

Brian Schoenle
Managing Director - Branch Manager, Naples
Formerly Managing Director in Chicago
Joined: June 2023
Danielle Eime 2023 headshot.jpg
Danielle Eime
Senior Vice President - Branch Manager, Sarasota
Formerly located in St. Louis and Tampa
Joined: August 2023
Demetrius Levantini
Financial Advisor
Joined:  January 2024
Former Firm: Midwest One Investment Services

Alan Cary
Senior Vice President - Branch Manager, Tampa
Formerly Area Manager, Carolina East Market
Joined: February 2024
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Jason Innocenti
Managing Principal, Beneficial Capital Group
Former Firm: Ameriprise
Joined: June 2023
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Joseph Siragusa
Financial Advisor
Beneficial Capital Group
Former firm: Amerprise
Joined: June 2023
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Leonard Loesch
Financial Advisor
Beneficial Capital Group
Former firm: Amerprise
Joined: June 2023
Patrick Monahan.jpg
Patrick Monahan
Financial Advisor
Beneficial Capital Group
Former firm: Ameriprise
Joined: June 2023

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, CO, CT, FL, GA, IL, MA, MI, NC, NY, UT). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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