Merrill
45yrs
Top advisor by experience in Ponte Vedra Beach
21yrs
Andre Williams
Financial advisor at Wells Fargo Advisors
Andre Williams is a fiduciary financial advisor in Ponte Vedra Beach, Florida, with 21 years in the industry. Andre joined Wells Fargo Advisors in 2022, after nine years at J.P. Morgan Securities and four years at Merrill. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 441 advisors with offices in Ponte Vedra Beach, and one of 417 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors in Florida
Office818 US Highway A1a N Stes 200 & 206, Ponte Vedra Beach, FL 32082
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2013 – 2022J.P. Morgan Securities LLCPreviously
- 2009 – 2013MerrillPreviously
- 2006 – 2009Principal Securities, Inc.Previously
- Jul 2005 – May 2006Morgan Stanley DW Inc.Previously
Contact Andre
Local office(904) 543-2791Ask for Andre. (314) 875-3000Main office · St. Louis, MO 818 US Highway A1a N Stes 200 & 206Ponte Vedra Beach, FL 32082Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Andre
Tailored to Andre’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Andre
How do I contact Andre?
Call Andre’s local office at (904) 543-2791 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Andre Williams.
How long has Andre been a financial advisor?
Andre has been in the industry since 2005, about 21 years. More experience than 64% of advisors in Florida.
What licenses does Andre hold?
Series 66. Tap any license on this page to see what it allows.
Is Andre a fiduciary?
Andre is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andre paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Andre for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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