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We’re proud to welcome the following financial advisors

Q4/2025

  • Michelle Nguyen joined us from J.P. Morgan Securities LLC
  • Joseph Osborne joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Hung Tran joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Hyeon Kang joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Larry Dime joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Carissa Main joined us from Charles Schwab & Co., Inc
  • Veronica Canchola joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Jose Cuellar joined us from J.P. Morgan Securities LLC
  • Yi Yu joined us from HSBC Securities Inc.
  • Michael Murphy joined us from Morgan Stanley
  • Michael Gross joined us from Charles Schwab & Co., Inc
  • Drew Kubicki joined us from Seia
  • Bruce Munster joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • David Freeman joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Samuel Munster joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Adam Sabala joined us from J.P. Morgan Securities LLC
  • David Sayler joined us from UBS Financial Services Inc
  • Daniel Onsurez joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Juan Anguiano joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Hector Garza joined us from Mariner Independent Advisor Network, LLC
  • Carmen Davison joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Ernesto Vargas Truqui joined us from PNC Investments
  • Jeremy Russell joined us from J.P. Morgan Securities LLC
  • Isaac Lleras joined us from J.P. Morgan Securities LLC
  • Jesus Mendez joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Juan Jimenez joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Carlos Bega joined us from J.P. Morgan Securities LLC
  • Faizan Bilal Habib joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Gemma Secoquian-Wu joined us from J.P. Morgan Securities LLC
  • Christopher Reyes joined us from Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wells Fargo is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.