Situated in Grand Boulevard at Sandestin Town Center at 625 Grand Boulevard, Suite 200 in Miramar Beach—less than half a mile west of Ascension Sacred Heart Hospital Emerald Coast—the Wells Fargo Advisors Miramar Beach branch and Poate/Bonjean Financial Group (Wells Fargo Clearing Services, LLC, CRD #19616 / SEC File #801-37967) feature Senior Vice President – Investments Christopher H. 'Chris' Poate, CFP® (CRD #4560914), Senior Financial Advisor Sammie D. Conger Jr., CFP®, ChFC® (CRD #1443069), and Senior Financial Advisor Andrew Bennett 'Andy' Bonjean (CRD #4064289). Serving retirees across Sandestin, Burnt Pine, Miramar Beach (32550), Santa Rosa Beach (32459), and Freeport (32439), the team delivers dual-CFP® and ChFC® retirement income engineering, EnVision® Monte Carlo longevity stress-testing, military officer and defense executive TSP/401(k) rollovers, tax-exempt municipal bond ladders, and long-term care liquidity planning.
Official Verification Sources: FINRA BrokerCheck Individual Summary — Christopher H. Poate, CFP® (CRD #4560914); Wells Fargo Advisors Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Christopher H. 'Chris' Poate, CFP® (CRD #4560914), Sammie D. Conger Jr., CFP®, ChFC® (CRD #1443069), and Andrew Bennett 'Andy' Bonjean (CRD #4064289) with Wells Fargo Clearing Services, LLC (Firm CRD #19616) at 625 Grand Blvd, Ste 200, Miramar Beach, FL 32550.
Factual details and direct answers about Wells Fargo Advisors — Miramar Beach Grand Boulevard & Poate/Bonjean Financial Group's services, licensing, and credentials.
Where is the Wells Fargo Advisors Miramar Beach branch located?
The branch is located in Grand Boulevard at Sandestin Town Center at 625 Grand Boulevard, Suite 200, Miramar Beach, FL 32550, reachable at (850) 837-5366.
Are there Certified Financial Planner™ (CFP®) professionals on staff at the Grand Boulevard branch?
Yes. Both Senior Vice President Chris Poate, CFP® (CRD #4560914) and Senior Financial Advisor Sammie D. Conger Jr., CFP®, ChFC® (CRD #1443069) hold the Certified Financial Planner™ certification at the Miramar Beach office.
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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.