Longview, TX Judson Rd Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

24

Of 4,147 advisors across 1,134 offices

Location

2103 Judson Rd Suite B

Longview TX 75605

Advisors at this office

24

Advisors at this office

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Donna T

Series 66

Longview, TX

Wells Fargo Advisors

Donna Toombs is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of her advisory role, she serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, utilizing its own research and 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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Harrison B

Series 66

Longview, TX

Wells Fargo Advisors

Harrison Berryhill is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Eastman Credit Union, Texas Bank and Trust, and FBC Kilgore. Outside of his advisory work, he serves as an audio/visual assistant in the ministry at First Baptist Church Kilgore. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through client meetings and summary reports.

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

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Stephen Scherrey is a financial advisor at Wells Fargo Advisors with 31 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 his advisory role, Scherrey serves as a board member for the Centennial Valley Neighborhood Association. 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 integrates advisory services with other financial product offerings.

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

Series 66

Longview, TX

Wells Fargo Advisors

Jacob Irwin is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, he is involved in film production as a part owner of a short film titled *Desperate Things*. 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 retirement, risk management, and specialized areas such as business-owner transitions and special-needs analysis. The firm combines advisory services with various financial products and referral channels.

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

Series 66

Longview, TX

Wells Fargo Advisors

Christopher Wilson is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he held positions at Simmons Foods, Tql, CCI General Contractors, DBG, and Hideaway Pizza. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing proprietary 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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Michelle L

Series 66, Series 63

Longview, TX

Wells Fargo Advisors

Michelle Lamond is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds Series 66 and Series 63 designations and has worked primarily within various Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 financial planning and investment services, including specialized planning such as business-owner transition and special-needs analysis.

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

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

James Willett II is a financial advisor at Wells Fargo Advisors in Longview, TX, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Willett also owns Willett Private Capital LLC, a private capital practice based in Longview. 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 utilizing proprietary research and tools, with advisory services integrated alongside banking and other financial products.

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

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Tom Haley is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked within various Wells Fargo entities since 2009. Haley also owns and manages TSH Assets LLC, an investment-related business. 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 investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary 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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Allen R

Series 66

Longview, TX

Wells Fargo Advisors

Allen Rand is a financial advisor at Wells Fargo Advisors with a Series 66 designation and five years of industry experience. His previous roles include positions at Wells Fargo Clearing, Bank of America N.A., Merrill, and various non-financial organizations. 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 and tools, with clients able to choose whether to implement these through 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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Jonathan K

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Jonathan Killingsworth is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved with RAF Ventures LLC, an investment-related business based in Longview. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options, including specialized services like business-owner transition and special-needs planning. The firm uses Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them through various brokerage and 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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Dana N

CFP®, Series 63

Longview, TX

Wells Fargo Advisors

Dana Napier is a CFP® with 31 years of experience in the financial services industry. He is currently with Wells Fargo Advisors, where he has worked since 2022, following prior roles within the Wells Fargo organization dating back to 2009. Outside of his advisory role, he owns Napier Investment Service, LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, covering various specialized planning areas and integrates advisory services with other financial products and referral channels.

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

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Glenn Collier is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a partial owner of a retail jewelry business and serves as an elder at Judson Road Church of Christ in Longview, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement and business-owner transition planning, using Wells Fargo 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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Ryan L

Series 66

Longview, TX

Wells Fargo Advisors

Ryan Lacy is a financial advisor at Wells Fargo Advisors with five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Martin Resource Management Corporation. Outside of his advisory work, he holds a CPA license in Texas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools to deliver tailored recommendations.

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

Robert R

CFP®, Series 66

Longview, TX

Wells Fargo Advisors

Robert Renicker is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior roles include positions within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he serves on the board of the Green Acres Baptist Church Foundation and participates in the church’s finance and budget planning committees. 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 and integrates advisory offerings with other financial products through a large network of financial advisors.

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

Fred I

Series 63, Series 65

Longview, TX

Wells Fargo Advisors

Fred Irwin Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves on the finance committee of the Evangelical Presbyterian Church in Longview, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral services.

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