Your Partners for Success

tbrown@pebcm.com

EDUCATION:

OHIO UNIVERISTY

B.B.A. FINANCE

EXPERIENCE:

WELLS FARGO ADVISORS

·2018-2021

CIVISTA BANK WEALTH MANAGEMENT

·2008-2017

FIFTH THIRD BANK

·2005-2008

aedwards@pebcm.com

EDUCATION:

DARTMOUTH COLLEGE

A.B. ECONOMICS

EXPERIENCE:

WELLS FARGO ADVISORS

·2016-2021
NORTHWESTERN MUTUAL

·2004-2016

PERSONAL:

Adam resides in Upper Arlington with his wife, Anne, and their five children.  Outside of the office, he enjoys spending time on his favorite hobbies: family, sports, music, art, and design; along with an occasional skateboard or bike excursion.   

jporterfield@pebcm.com

EDUCATION:

DENISON UNIVERSITY

B.A. economics & english literature

EXPERIENCE:

WELLS FARGO ADVISORS

·2007-2021

UBS

·2000-2007

J.C. BRADFORD & CO.

·1994-2000

PAINEWEBBER

·1988-1994

E.F. HUTTON & COMPANY

·1983-1988