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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

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