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About Transitions Wealth Management

With our first associate starting in the securities industry in 1982, our team here at Transitions Wealth Management was formally established in 2016. Through successful mergers and acquisitions, as of August 2025, our team has grown to over 20 associates with combined experience of over 300 years in the securities Industry. We have multiple locations across the Country and serve clients in almost all the 50 United States. Through the growth of our Practice, our goal has remained simple – provide trusted, sound advice through life’s transitions. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI.

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