Tr?id=566623520170033&ev=PageView&noscript=1

Former Wells Advisor Alleges Age Discrimination

Posted on June 4th, 2026 at 11:49 AM
Former Wells Advisor Alleges Age Discrimination

From the desk of Jim Eccleston at Eccleston Law

A former Wells Fargo senior private client financial advisor in Wisconsin has filed a federal lawsuit alleging the firm terminated him because of his age rather than an alleged workplace profanity incident.

According to ThinkAdvisor, the 81 year old alleges Wells Fargo Advisors Financial Network violated the Age Discrimination in Employment Act of 1967 by treating him differently than younger employees and retaliating against him after he asserted his legal rights.

In his complaint, the advisor claims Wells Fargo used an alleged incident involving foul language as a pretext for his termination. According to the complaint, the advisor allegedly swore while speaking with his wife, who also worked at the firm.

The lawsuit further alleges that branch managers had encouraged the advisor for years to retire. ThinkAdvisor adds that the advisor informed management that he intended to continue working until the completion of a project scheduled to conclude at the end of 2025.

The complaint also alleges that Wells Fargo failed to follow its progressive discipline measures. Those included performance improvement plans.

Eccleston Law LLC represents investors and financial advisors nationwide in securities, employment, transition, regulatory, and disciplinary matters.

Tags: eccleston, eccleston law, age discrimination, wrongful termination, financial advisor litigation, employment law, wells fargo lawsuit

Return to Archive

TESTIMONIALS

Previous
Next
Quotes Bigger

I just wanted to say thanks again for preparing and executing my case in such a professional manner. It was a pleasure to watch two professionals take such pride in their work, as well as becoming personally in tune with your client (Me). I would personally recommend you and your firm to anyone.

John O.

LATEST NEWS AND ARTICLES

1781028252 Law
June 9, 2026
FINRA Arbitration Panel Orders &Partners and Broker to Pay Wells Fargo $1.25 Million

A Financial Industry Regulatory Authority (FINRA) arbitration panel has ordered &Partners and broker David M.

1780940050 Law
June 8, 2026
FINRA Sanctions Oppenheimer for Misclassified Client Statements Involving CMOs

The Financial Industry Regulatory Authority (FINRA) has fined and censured Oppenheimer & Co.

1780676353 Law
June 5, 2026
Redemption Pressure Mounts Across Private Credit and Non-Traded BDC Market

Investors continued pulling money from private credit and nontraded business development companies ("BDCs") during the first quarter of 2026 as concerns about liquidity and portfolio valuations intensified across the sector, according to reporting by InvestmentNews.