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Deryl M

Series 63, Series 66

Beaumont, TX

Wells Fargo Advisors

Deryl Mcgallion is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, N.A., and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports and entertainment planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert M C

Series 63, Series 65

Beaumont, TX

Wells Fargo Advisors

Robert M. Core is a financial advisor with Wells Fargo Advisors in Beaumont, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior experience includes roles at UBS Financial Services Inc. and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher D

Series 66

Beaumont, TX

Wells Fargo Advisors

Christopher Davis is a financial advisor with Wells Fargo Advisors in Beaumont, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing from 2021 to 2026 and Bank of America, N.A. from 2015 to 2021. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across a broad range of planning areas, offering clients a choice in implementing advice through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert B

Series 66

Beaumont, TX

Wells Fargo Advisors

Robert Bacon is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Bank of America, and Merrill prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and niche planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to implement them.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Natasha U

Series 66

Beaumont, TX

Wells Fargo Advisors

Natasha Ukani is a financial advisor with Wells Fargo Advisors in Beaumont, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, and Southern Glazers Wine and Spirits. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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