Lake Charles, LA West Bayou Pines Dr Office

Matthew Dufrene is a financial advisor with Wells Fargo Advisors in Lake Charles, LA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at The Townsley Law Firm and has experience in education and community activities, including roles at McNeese State University and the Lake Charles Racquet Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds.

Regan Jones is a Series 66 licensed financial advisor with Wells Fargo Advisors in Lake Charles, LA, with 13 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his work at Wells Fargo, he has a minority ownership interest in JONES-PRICE WEALTH MANAGEMENT, LLC. 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 institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Harold Jones is a Certified Financial Planner® with 38 years of industry experience, currently serving at Wells Fargo Advisors since 2017. He has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he holds ownership in Jones-Price Wealth Management, LLC, and acts as power of attorney for family members. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a comprehensive planning menu tailored through research and simulation tools, with planning engagements generally structured as discrete projects.

Randyl Ratcliff is a CFP® professional with 35 years of industry experience, currently with Wells Fargo Advisors since 2022. Prior to this, he worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Outside of his advisory role, Ratcliff owns and operates Ratcliff Farms, a business that produces and sells produce, flowers, trees, plants, and related products. 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.

James Guilbeaux Jr. is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2010. Outside of his advisory work, he is a musician who plays guitar and sings. Wells Fargo Advisors Financial Network 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 meeting net-worth thresholds, utilizing Wells Fargo research and tools to develop customized recommendations.

Keith Fontenot is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Outside of finance, he owns and operates Lil Hannah's Farm, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, and specialized services such as business-owner and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Mark Musso is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked in various capacities within Wells Fargo since 2009. Outside of his advisory role, he serves as a trustee for The Musso Investment Group LLC 401K plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations using proprietary research and planning tools, covering diverse planning needs from retirement to specialized areas such as business-owner transition and special-needs analysis.

William Price is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. He also holds a partial ownership interest in Jones-Price Wealth Management, LLC, an investment-related business based in Lake Charles, LA. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Eric Stevens is a financial advisor with Wells Fargo Advisors in Lake Charles, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Stevens serves as a power of attorney for family members and is involved in several investment-related entities, including financial consulting and commercial real estate ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Lindsey Fontenot is a financial advisor with Wells Fargo Advisors in Lake Charles, LA, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at various Wells Fargo entities since 2011, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients who meet certain net-worth criteria. The firm uses proprietary research and tools to develop recommendations, with clients deciding how to implement them through various brokerage or advisory programs.