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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.

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

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

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

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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 two years of industry experience. His prior work includes roles at TSG Wealth Management and several non-financial positions in retail and higher education. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services, using proprietary research and planning 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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Robert Y

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Robert Youch is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services for seven years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

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

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

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