Wells Fargo Advisors of Phoenix

Wells Fargo Advisors of Phoenix is a financial planning service located at 2425 East Camelback Road, Suite 1050, in Phoenix, Arizona. The firm serves individuals and families in the greater Phoenix area with personalized financial planning, investment management, and retirement planning services. Their team of certified financial advisors includes Anthony (Tony) McMahon, Michael S. Pace, Stephen Pettee, Nathalie Potvin, John Wentworth, and Jeffrey White, who work to help clients achieve long-term financial goals. The office is situated in a commercial district along East Camelback Road, near key local landmarks including Saint Thomas School, FedEx Office, and Abrazo Medical & Surgical Weight Loss at Biltmore Terrace. With a perfect 5.00 rating based on customer reviews, the firm is recognized for its client-focused approach and professional service.

The office is part of Wells Fargo Advisors, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, offering a range of investment and insurance products. These products are not insured by the FDIC or any federal agency and are subject to market risk, including the potential loss of principal. The firm emphasizes transparency and client education, providing access to financial professionals who help clients navigate complex financial decisions with integrity and care. Their services are designed to support clients through life transitions, retirement planning, and wealth preservation.

Located just a short distance from East Camelback Road and North 24th Street, the office sits within a well-connected corridor of Phoenix, accessible from major routes and near educational and healthcare facilities. The proximity to Saint Thomas School and FedEx Office underscores its presence in a mixed-use, accessible neighborhood. The firm’s strong client satisfaction, reflected in its perfect rating, highlights its reputation for reliability and personalized financial guidance.

Wells Fargo Advisors of Phoenix stands out in the local financial planning community for its dedicated team and client-centered approach, making it a trusted partner for residents seeking long-term financial security in the Phoenix area.

Services:

• Brokerage Services
• Financial Planning
• Insurance Products
• Investment Advisory
• Investment Products
• Private Wealth Consulting
• Retirement Planning
• Wealth Management