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Fey Grigorova

Advisor at Wells Fargo Advisors

Updated today
Wells Fargo Advisors logo

Firm

Wells Fargo Advisors

Location

Naples, FL 34108

Credentials

Series 66

Industry experience

1 year

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Location

8625 Tam, 8625 Tamiami Trail N. 4 Th Floor

Naples, FL 34108

Most active in

Illinois

Work history

Wells Fargo Advisors

2025 - Present (1 year)

Handler Law

2024 - 2024 (1 year)

Morgan Stanley

2022 - 2024 (2 years)

Ferrari Lake Forest

2021 - 2022 (1 year)

North Shore Dentist, Northbrook

2020 - 2021 (1 year)

Pure Salon Spa

2019 - 2020 (1 year)

Asha Salon Spa

2018 - 2019 (1 year)

Empire Beauty School

2017 - 2018 (1 year)

New Trier High School

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ilia A

Series 65

Naples, FL

Alpha Mode Capital LLC

Active portfolio management
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Charley C

CFP®, Series 63, Series 66

Naples, FL

Local Wealth Advisors

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Jaime B

CFP®, CPA

Naples, FL

Susko Wealth Advisors

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Inherited wealth General retirement planning Baby Boomers (Born 1946-1964)
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Mark H

Series 65

Naples, FL

MTH Trading & Capital Management, LLC

Options & derivatives strategies
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Archer G

Series 66

Naples, FL

Gillespie Wealth Management Inc

Family Business General estate planning guidance Charitable giving & philanthropy General tax planning Cash flow / budgeting
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Dennis B

CFP®, Series 65, Series 66

Bonita Springs, FL

River Tree Capital Management

Active portfolio management Concentrated stock management Private / alternative investments
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