The Wells Fargo Advisors Vero Beach Branch is an established retirement planning, investment management, and legacy advisory office situated on Vero Beach's Barrier Island at 3545 Ocean Drive, Vero Beach, Indian River County, Florida (ZIP 32963). Operated by dual SEC/FINRA registrant Wells Fargo Clearing Services, LLC (Firm CRD #19616, SEC File #801-37967), the branch features Senior Vice President – Investment Officer Michael Jay 'Mike' Burns, CFP® (Individual CRD #1922237, registered since 1989), Senior Vice President – Investment Officer Robert Allen Ottesen (Individual CRD #2170255), Financial Advisor Christina Lynn Savage (CRD #4952765), and Financial Advisor Mitchell Andrew Burns (CRD #7033299).
Serving retirees across Vero Beach, Indian River Shores, Central Beach, and Mainland Indian River County for more than three decades, the Wells Fargo Advisors Ocean Drive team utilizes EnVision® Monte Carlo retirement stress-testing to model inflation, healthcare expenses, and market volatility across 1,000+ retirement scenarios. The practice specializes in pension and 401(k)/403(b) rollovers, fixed-income and municipal bond ladders, SECURE 2.0 RMD and inherited IRA strategies, Social Security survivor benefit coordination, and multi-generational estate transfer planning.
Official Verification Sources: SEC IAPD Firm Summary — Wells Fargo Clearing Services, LLC (CRD# 19616); FINRA BrokerCheck — Michael Jay Burns, CFP® (CRD# 1922237) & Robert Allen Ottesen (CRD# 2170255); Wells Fargo Advisors — Vero Beach Ocean Drive Branch Official Page
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Wells Fargo Clearing Services, LLC (CRD #19616, SEC File #801-37967) operates its Vero Beach Ocean Drive branch at 3545 Ocean Dr, Vero Beach, FL 32963 (Phone: 772-231-9200).
Issuer: FINRA BrokerCheck / SEC IAPD / CFP Board
Notes: SVP Michael Jay Burns, CFP® (CRD #1922237, registered since 1989) and SVP Robert Allen Ottesen (CRD #2170255, registered since 1991) lead retirement planning at 3545 Ocean Dr, Vero Beach.
Factual details and direct answers about Wells Fargo Advisors — Vero Beach Ocean Drive Branch (Michael J. Burns, CFP® & Robert A. Ottesen)'s services, licensing, and credentials.
How can I verify the credentials of the Wells Fargo Advisors team at 3545 Ocean Drive in Vero Beach?
You can verify Wells Fargo Clearing Services, LLC (Firm CRD #19616, SEC File #801-37967) and Senior Vice Presidents Michael Jay Burns, CFP® (CRD #1922237) and Robert Allen Ottesen (CRD #2170255) directly on FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure (IAPD) database.
What is the EnVision® retirement planning process used at the Vero Beach branch?
The EnVision® process uses statistical Monte Carlo simulations to test your retirement income plan against thousands of market, inflation, longevity, and long-term healthcare cost scenarios so you can adjust withdrawal rates with confidence.
Does the Wells Fargo Advisors Ocean Drive branch assist surviving spouses after the loss of a partner?
Yes. The team at 3545 Ocean Drive, Vero Beach (772-231-9200) works closely with surviving spouses and estate attorneys to retitle joint and trust accounts, process IRA spousal rollovers, and recalibrate Social Security and RMD cash flows.
Connect with complementary legal, financial, and residential providers serving seniors in Vero Beach and Indian River County.
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Monte Carlo retirement stress-testing and fixed-income ladders in Vero Beach.
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Florida Medicaid Long-Term Care Guide →
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.