Brian Morales

Background

About Brian Morales

I develop strategies that help clients reach their financial goals. I have advised both individual as well as corporate and institutional clients since 1991. Before joining Wells Fargo Advisors in 2006, I was a Corporate Services Financial Advisor and Corporate Stock Benefit Consultant with UBS Wealth Management for 9 years. I graduated from the University of Maryland in 1991 and worked for several years as a financial analyst and financial advisor trainer before joining PaineWebber in 1997. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management — delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement within our local community. I am proud to serve as a Blue Gold Officer in the U.S. Naval Academy’s Candidate Guidance Office. As a Blue Gold Officer, I interview, screen and mentor prospective Midshipmen during the appointment and nomination process.Having been raised in an Air Force family, I am a military aviation enthusiast. Away from the office, I also enjoy golf, ice hockey and fishing. My wife Elaine and I live in southern Maryland with our children Jack and Rachel.Wells Fargo Advisors1300 I Street, NWSuite 1100 West Washington, DC information is intended for use by residents of AZ, CA, CO, DC, DE, FL, GA, HI, ID, IN, MA, MD, MI, NC, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WA, and WI only.CA Insurance License Number: 0F17180. Resident State: MD.Please contact me by e-mail (brian.morales@wellsfargo.com) or by phone O (202-414-3378) or M 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 InvestedWells 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social