Danielle Bouharoun is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked with Wachovia Bank, N.A. and Banc of America Investment Services, Inc. prior to her current role, where she has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party sources to support diversified investment solutions.

George Howell IV is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2019. Prior to joining Wells Fargo, he worked at UBS Financial Services for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Yarbrough is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has previously worked at UBS Financial Services and has served as trustee or personal representative for multiple family trusts and estates. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven portfolio management with broad financial product distribution through bank and insurance affiliates.