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Melissa C
Series 66
Scottsdale, AZ
Wells Fargo Advisors
Melissa Crews is a Series 66 licensed financial advisor at Wells Fargo Advisors with 14 years of industry experience. She has worked at Morgan Stanley, SharpePoint, Private Advisor Group, and LPL Financial before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and develops tailored recommendations using proprietary research, planning tools, and simulation models.
Magaly C
Series 66
Scottsdale, AZ
Wells Fargo Advisors
Magaly Carson is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of her advisory work, she owns a jewelry business and operates a divorce consulting firm. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche areas such as business-owner transition and divorce planning.
Trevor G
Series 66
Scottsdale, AZ
Wells Fargo Advisors
Trevor Guenther is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Lido Advisors, RBC Capital Markets, and Robert W. Baird & Co Inc. He has also held teaching roles at Iowa State University and Kirkwood Community College and worked in construction and the food service industry. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm delivers a broad range of planning solutions to clients meeting certain net-worth thresholds, including specialized services such as business-owner transition and sports and entertainment planning.
Christopher T
Series 63, Series 65
Scottsdale, AZ
Wells Fargo Advisors
Christopher Travelle is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Morgan Stanley in various capacities from 2007 to 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes cash-flow, retirement, education, risk, wealth transfer, and specialized planning services. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by Wells Fargo research and planning tools.
Gavin M
Series 66
Scottsdale, AZ
Wells Fargo Advisors
Gavin Moeller is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at TSG Wealth Management and a background in higher education. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold. The firm offers specialized planning services and combines advisory offerings with other financial products and referral channels.
Robert Y
Series 63, Series 65
Scottsdale, AZ
Wells Fargo Advisors
Robert Youch is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with eight years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameriprise Financial Services from 2019 to 2026 and held roles at Smead Capital Management and Alps Distributors, Inc. He also has experience outside the financial services industry, including a period at Kenmar Construction. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.
Tammy E
Series 63, Series 65
Scottsdale, AZ
Wells Fargo Advisors
Tammy Escobar Miller is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory programs.
Justin B
Series 63, Series 65
Scottsdale, AZ
Wells Fargo Advisors
Justin Breece is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2013 to 2021. Breece is also involved as a trustee for his father's trust and owns a private wealth management practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services that address a wide range of needs including retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm combines advisory services with product sales and referral channels to deliver tailored financial solutions.
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