Our Recognition

Wells Fargo Advisors Premier Advisors | Awarded to Tom Pappas from 2011-2017 and to Matt Pappas from 2017-2018, the Premier Advisors designation is held by a select group of Financial Advisors. 

2013 NABCAP Premier Advisors | Thomas Pappas, Matthew Pappas, Nicole Sutorius, and Lisa Adamson

Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost, and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list. Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance.

Why Wells Fargo Advisors?

Wells Fargo Advisors is one of the largest and most admired financial services firms in the country. Our team has access to industry-leading operational and back office administrative support and a variety of valuable resources are made available to our clients including: access to industry research, the newest technology, and a variety of products and services to meet your needs. 

In addition, Wells Fargo Advisors offers our clients a full-service platform with comprehensive wealth management strategies, including access to lending services, risk management, and trust and estate planning services through Wells Fargo affiliates.

Through Wells Fargo Advisors, we are able offer access to a broad range of products and services:

  • Investment, retirement, and estate planning
  • Stocks, bonds, and mutual funds
  • Asset management accounts
  • Traditional and advisory portfolio management services
  • Access to lending services through Wells Fargo affiliates
  • Insurance and annuities
  • Wealth management services