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Leanda P

Series 63, Series 66

Irving, TX

Wells Fargo Advisors

Leanda Pringle is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and planning tools in their recommendations.

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

Series 66, Series 63

Irving, TX

Wells Fargo Advisors

Michele Ewertz is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including J.P. Morgan Securities LLC, Robinhood Asset Management, and Fidelity Brokerage Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of offerings, including niche planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through various 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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