Wells Fargo Advisors, 2005 – Present
Registered Representative, Life, Health and Variable Insurance Licensed

Bob has worked in the financial services industry for 35 years providing wealth management, retirement and investment advice to his clients and their families. Before joining Wells Fargo Advisors, Bob also served as the branch manager for Washington DC and Arlington Virginia offices of NYSE firms. Prior to his career in financial services, Bob worked in the public sector as the Deputy County Executive of Albemarle County, VA and was responsible for the county budget and
representing the County Executive and Board of Supervisors on various regional boards and commissions.

Bob is a graduate of the University of Virginia and attended graduate school at Northeastern University. In the community, Bob currently serves as the president of a local charitable foundation and is on the board of directors of Springfield Golf and Country Club. Bob lives in Burke, VA and has two children
and two grandchildren who also reside in Northern Virginia.

*Insurance Licensed in the following States: AZ, CA (License # 0B37584; Resident State VA), CO, DC, FL, GA, MD, NC, NM, NY, OH, SC, TX, VA, WV

Wells Fargo Advisors, March 2016 - Present

Phil is a graduate of Virginia Tech with a bachelor’s degree in Finance. As an undergraduate, he led the COINs Investment Club which was a student led group that focused on investing in commodities. Phil has recently joined the Financial Strategies Group as a Financial Consultant. Prior to joining the team, he worked as a Financial Advisor at Wells Fargo Advisors in Alexandria, VA.

As a Financial Consultant, Phil is dedicated to helping individuals develop financial and investment strategies that line up with their needs, goals and risk tolerance. To accomplish this, the team uses the innovative Envision® planning process which provides our clients with targeted, customized financial advice and portfolio management strategies. I am dedicated to building strong client relationships based on honesty and integrity and providing investment strategies tailored to each client’s needs.

In his free time, Phil enjoys rounds of golf, weekend tennis matches, and museum visits in our nation’s capital.

*Insurance Licensed in the following States: AZ, CA (License # 0M90375; Resident State VA), CO, DC, FL,
GA, MD, NC, NM, NY, OH, SC, TX, VA, WV

Wells Fargo Advisors, December 2020 - Present

Evan Garfola graduated from James Madison University in 2019 with a Bachelor of Business Administration Management degree with a concentration in Human Resource Management. Evan joined the Financial Strategies Group of Wells Fargo Advisors as a Registered Client Associate in October 2021. Prior to joining the team, he worked as a Registered Client Associate with Wells Fargo Advisors in McLean since December 2020. His day-to-day focus is excellent client services to bring positive and smooth streamline operations. In 2019, Evan earned the Securities Industry Essentials, Series 66, and Series 7 registrations.

Evan recently purchased a house in Winchester, VA. He enjoys the outdoors, studying world history, and spending time with his family. Travel to European and historic sites around the United States are his favorite past time. He is committed to volunteer activism in his community and Northern Virginia.  Evan is dedicated to creatively troubleshoot and problem-solve investment strategies based on each client’s need.

Wells Fargo Advisors - October 2022 – Present 
Wells Fargo Bank – January 2017- October 2022

Mandana joins us as a Senior Registered Client Service Associate, with 6 years of experience with Wells Fargo Bank, in the Vienna, VA office. In her previous role as a Premier Banker, she Achieved high levels of client satisfaction through dedicated focus on building lifelong relationships, she also was recipient of the Golden Spoke Award for 2018. The award is presented to the top 2% of team members who make a significant impact for our customers and business.

She brings with her international experience having worked as a Platform Assistant Manager at the Parsian Bank in Tehran, Iran. Additionally, Mandana earned the Securities Industry Essentials, Series 7, 65, 63, 6, and Health & Life Variable Annuity registrations.
 
Mandana currently resides in Arlington, VA. In her free time, Mandana enjoys traveling, teaching Farsi and Turkish languages, volunteering in charity events, listening to audio books, and attending Tango dance lessons. Mandana is passionate to solve for each of our client’s needs by putting her experience & knowledge to work as a member of our team.