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We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
Chad E. Quenneville, CFP®
- Managing Director - Investments
Chad E. Quenneville, CFP®
- Managing Director - Investments
Chad has been in the financial services industry since 1997. He started his career with J.C. Bradford & Co. as a financial advisor. In 2008 Chad relocated with his team from UBS Financial Services to Wachovia Securities, a predecessor firm of Wells Fargo Advisors, which allowed him to develop and focus on his holistic approach to investment planning.
Chad holds a degree in Social Science with a minor in Business from Providence College in Rhode Island. He currently holds his series 7, 63, 65 registrations, and life, health and variable annuity licenses. Chad is also a CERTIFIED FINANCIAL PLANNER™ professional.
Chad resides in Gulf Breeze, Florida, with his wife, Beverly. They have three children, Tanner, Alexa and Gavin. Chad enjoyed a four year professional hockey career, playing in the IHL, AHL and ECHL hockey leagues, after graduating from college. He currently is involved with the Northwest Florida Junior Hockey League, and has been on the board of Junior Achievement of NW Florida, Pensacola Sports Association and YMCA. He enjoys playing golf and is a member of the Pensacola Country Club. Chad and his family attend Gulf Breeze United Methodist Church.
CA Insurance License Number: 0D85396. Resident State: Florida.
Chad holds a degree in Social Science with a minor in Business from Providence College in Rhode Island. He currently holds his series 7, 63, 65 registrations, and life, health and variable annuity licenses. Chad is also a CERTIFIED FINANCIAL PLANNER™ professional.
Chad resides in Gulf Breeze, Florida, with his wife, Beverly. They have three children, Tanner, Alexa and Gavin. Chad enjoyed a four year professional hockey career, playing in the IHL, AHL and ECHL hockey leagues, after graduating from college. He currently is involved with the Northwest Florida Junior Hockey League, and has been on the board of Junior Achievement of NW Florida, Pensacola Sports Association and YMCA. He enjoys playing golf and is a member of the Pensacola Country Club. Chad and his family attend Gulf Breeze United Methodist Church.
CA Insurance License Number: 0D85396. Resident State: Florida.
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Education
- Providence College in Rhode Island
Pam Fox
- Senior Registered Client Associate
- Assistant Vice President
Pam Fox
- Senior Registered Client Associate
- Assistant Vice President
Pam has been in the financial services industry since 2005. She started her career with TD Ameritrade and previously acted as a compliance supervisor for Merrill Lynch. She has been with Wells Fargo Advisors since 2014 and transferred to Pensacola from a branch in Dallas, TX in 2016. She currently holds series 7, 63, 66, 9, and 10 registrations, and life, health, and variable annuity licenses. She also holds a Bachelor of Science degree in Communications from Colorado State University.
She lives in Southeast Pensacola and enjoys kayaking, local festivals, music festivals, great food, and of course, the beach.
CA Insurance License Number: 0I88990. Resident State: Florida.
She lives in Southeast Pensacola and enjoys kayaking, local festivals, music festivals, great food, and of course, the beach.
CA Insurance License Number: 0I88990. Resident State: Florida.
Contact
Education
- Colorado State University
Tara Wattenberg
- Client Associate
Tara Wattenberg
- Client Associate
Tara is originally from the Seattle, WA area but has lived all over the country. She has been in the financial services industry since 2014 when she started at Wells Fargo Bank in Mobile, AL. She started off as a part-time teller and worked her way up, becoming a licensed banker in 2018 when she moved back to WA. In August of 2021, she moved back to the South and started with Wells Fargo Advisors in Pensacola, FL. She is excited to grow in her new role and to learn how to help clients succeed financially.
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