The Pidgeon Group of Wells Fargo Advisors is a diverse and dynamic team of dedicated individuals. Through our combined expertise in investment planning, investment analysis, and comprehensive client service, we deliver personalized wealth management solutions.

·         Robert Hamill, Managing Director – Investments and Certified Financial Planner® practitioner leads our team with nearly three decades of experience guiding multi-generational families through complex financial transitions and market volatility. His deep expertise in comprehensive wealth planning has built the foundation for many of our longest client relationships.

·         Tony Rivera, Senior Registered Client Associate and a Certified Financial Planner® practitioner, combines nearly twenty years of planning expertise with a focus on designing sophisticated financial solutions and advanced risk management strategies. He serves as our director of trading and implements our custom portfolio solutions across various investment objective strategies. His forward-thinking approach helps clients navigate volatility by blending disciplined analysis and market agility to uncover opportunities for growth and protection.

·         Shannon Pidgeon, Vice President – Investment Officer, brings 6 years of industry experience and as our eMoney expert, she enhances the wealth planning process by helping clients visualize and understand their financial futures. Shannon also spearheads our marketing initiatives and professional relationship development, managing everything from our digital presence and client seminars to building strategic partnerships with CPAs and attorneys.

·         Alice Pidgeon, Senior Vice President – Investments and a Chartered Financial Analyst (CFA) and our longest-tenured team member with over 40 years of industry experience, serves as our Senior Financial Advisor. Her rigorous analytical approach drives our investment selection process, from mutual funds and ETF analysis to integrated values-aligned investment themes when appropriate. Her institutional-level research ensures our clients’ portfolios are built on thorough, data-driven investment decisions.

·         Ann Fitzpatrick, Senior Registered Client Associate, has over 30 years of industry experience, helps ensure seamless execution of our clients’ financial strategies. Her expertise in complex account transitions and new account establishment provides clients with confidence during critical financial milestones. Ann’s meticulous attention to operations excellence allows our advisors to focus on what they do best – planning and relationship building.

·         Azselle de Guzman, Client Associate, leverages 18 years of Wells Fargo Bank experience to deliver exceptional client experience. She expertly manages asset transfers, client communications, and workflow coordination, helps ensuring every client interaction reflects our commitment to exceptional service. Her extensive background at the bank makes her an invaluable resource for clients navigating account operations and day-to-day inquiries.

Our commitment to building lifelong relationships has earned recognition from Forbes as a Best-In-State Wealth Management Team for multiple consecutive years (2023-2025). What truly sets us apart is the trust our multi-generational clients place in us – many families have worked with us for decades.