Michelle Ramnarine is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a poll worker for the City of New York Board of Elections and assists with customer service at a bakery. 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 investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jordan Samelson is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, employing research and analytics to support diversified portfolio construction.

Tracy Munge is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo firms since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.