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Nitin K
Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
Nitin Kapadia is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes 15 years at Merrill and 10 years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special needs. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and client summaries.
William H
Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
William Hawker is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include tenures at Merrill from 1998 to 2008 and Wells Fargo Clearing from 2016 to 2026. He also owns and operates Hawker Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with banking, lending, and trustee services through a network of financial advisors.
Michael D
Series 66
Sugar Land, TX
Wells Fargo Advisors
Michael Duty is a financial advisor at Wells Fargo Advisors with three years of industry experience. Before joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing for three years and spent eight years with Heavy Construction Systems Specialists, LLC. Outside of his financial career, he is involved in local community theater, serving as the set construction lead and a technical theatre consultant for Ridge Point High School’s theatre department. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning and advisory solutions supported by proprietary research and integrates these services with other financial products and referral channels.
Alex U
Series 63, Series 66
Sugar Land, TX
Wells Fargo Advisors
Alex Updyke is a financial advisor with Wells Fargo Advisors in Sugar Land, TX. He holds Series 63 and Series 66 designations and has 12 years of industry experience, including prior roles at Hines Securities Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.
Vicki H
Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
Vicki Hebert is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. In addition to her advisory role, she is a commissioned Texas Notary Public. 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 and investment solutions, using proprietary research and tools to develop tailored recommendations.
John C
Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
John Caram is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes ten years with Wells Fargo Clearing and over four decades with Caram & Sons, Ltd. He serves as chair of the finance committee at St. Thomas High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services delivered through a network of financial advisors who develop tailored recommendations using proprietary research and planning tools.
Mary J
Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
Mary Jenkins is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Jenkins serves as a board member of the Houston Business Cabinet and is president of the Houston Business Network breakfast club. 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 planning for business-owner transitions, sports and entertainment, special needs, and divorce.
Joshua L
Series 66
Houston, TX
Wells Fargo Advisors
Joshua Leblanc is a financial advisor with Wells Fargo Advisors in Houston, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Waddell & Reed, and is the sole owner of Leblanc Private Wealth Management LLC, a financial planning practice based in Houston. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning. Advisors use Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding how to implement them through brokerage or advisory programs.
Marco L
CFP®, Series 63, Series 65
Sugar Land, TX
Wells Fargo Advisors
Marco Lloyd is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing for ten years and Legg Mason Wood Walker for four years. He owns and operates two investment advisory firms, Sugar Creek Wealth, LLC and Marco Lloyd Advisory, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, with tailored recommendations supported by Wells Fargo research and planning tools.
Bruce P
Series 63, Series 66
Sugar Land, TX
Wells Fargo Advisors
Bruce Piccirillo is a financial advisor with Wells Fargo Advisors in Sugar Land, TX, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers planning in areas such as retirement, education, business-owner transition, and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.
Jeanne M
Series 66
Sugar Land, TX
Wells Fargo Advisors
Jeanne Mc Cormick is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2004. 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 range of planning services tailored to clients who meet net-worth thresholds, including specialized areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.
Jared C
Series 66
Sugar Land, TX
Wells Fargo Advisors
Jared Crawford is a financial advisor at Wells Fargo Advisors in Sugar Land, TX, with 22 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo-affiliated firms since 2004. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.
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