Wells Fargo Clearing Services, LLC. Login Schwab Login Employee Login News and Events Home
 

Our Team

Talbot Jones Albert, IV

bio_talbert

Managing Director
President & CEO
Baltimore, MD Office

Charles Bailey

Fixed Income Trading
Investment Advisor Representative
Baltimore, MD


Sammy Barsa

Investment Advisor Representative
Vice President – Investments
Mendham Township, NJ


Sheila Beck

Sr. Customer Service Representative,
Chapin Davis Insurance
Peoria, IL Office


Charles Besche

Vice President, Investments
Baltimore, MD Office

John Richard Boo

Senior Portfolio Manager,
JRB Capital Portfolio 1 — Investment Advisor Representative
Baltimore, MD Office

Thomas A. Brubaker

Board of Directors
Senior Vice President, Investments
Peoria, IL Office

Diane Buchanan

Vice President, Principal
Peoria, IL Office

Mary Braun

Vice President, Investments
Baltimore, MD Office

Rick Coale

Investment Advisor Representative
Baltimore, MD


Gale Costa

bio_gcosta

Vice President — Investment Advisor Representative
Baltimore, MD Office

Craig Diamond

Senior Vice President — Investment Advisor Representative
Baltimore, MD Office

Alex Frisch

Senior Vice President — Investment Advisor Representative
Baltimore, MD Office

Jeffrey Goldman

Vice President — Investment Advisor Representative
Baltimore, MD Office

Stephanie Elliott

bio-Eliott

Managing Director
CCO & COO
Baltimore, MD Office

Kevin Goodman

Fixed Income Trading
Baltimore, MD Office

David A. Gray

bio_Gray

Senior Vice President — Investment Advisor Representative
Peoria, Illinois Office

Julia S. Gray

bio_coming_oon

Branch Administrator
Baltimore, MD Office
George Grewe

Vice President — Investment Advisor Representative
Baltimore, MD Office

Jim Halle

Vice President, Investments
Baltimore, MD Office

Elisabeth Albert Hayes

Board of Directors
Senior Vice President — Investment Advisor Representative
Baltimore, MD Office

Dori Higdon

bio_Higdon

Branch Administrator
Peoria, IL Office

Tim Hurtt

Senior Vice President — Investment Advisor Representative
Baltimore, MD Office

Thomas Jester

Senior Vice President — Investment Advisor Representative
Peoria, IL Office

Scott Kelly

Senior Sales Assistant
Baltimore, MD Office

Steve Kurzweil

Vice President — Investment Advisor Representative
Baltimore, MD Office

Floyd Lankford, III

bio_coming_oon

Investment Advisor Representative
Baltimore, MD Office

James P. McManus III

Vice President
Insurance and Registered Representative
Baltimore, MD Office
Keith Murray, CFP®

Board of Directors
Certified Financial Planner™
SVP—Investment Advisor Representative
Baltimore, MD Office

Donna Nguyen

Staff Controller
Baltimore, MD Office

Victor Norris

Vice President, Investments
Baltimore, MD Office

John Oliver

bio_joliver

Registered Sales Assistant — Investment Advisor Representative
Baltimore, MD Office

Michele Pasquale

Vice President, Investments
Juniper, FL Office

Luke Smith

bio_lsmith

Equity Trader
Registered Options Principal
Baltimore, MD Office

Jay Smith

Vice President — Investment Advisor Representative
Baltimore, MD Office

Mark Swensen

Vice President — Investment Advisor Representative
Baltimore, MD Office


Thomas Thibeault, Sr.

Board of Directors
Vice President — Investment Advisor Representative
Baltimore, MD Office

Stephanie Truant

bio_coming_oon

Sr. CSR Chapin Davis
Insurance Services

Baltimore, MD Office

 

James Welton

bio_jwelton

Vice President — Investment Advisor Representative
Peoria, Illinois Office

Janet Wiand

Senior Administrative Assistant
Baltimore, MD Office

Carl Williams

Senior Vice President — Investment Advisor Representative
Peoria, IL Office

James Zogby

bio_jzogby

Senior Vice President — Investment Advisor Representative
Peoria, IL Office

Sharon Zogby

bio_szogby

Officer – Sales Assistant
Peoria, IL Office