Longview, TX Judson Rd Office

Donna Toombs is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 license and having 20 years of industry experience. She previously worked at Wells Fargo Clearing for six years. 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, offering 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 offerings with other financial products and referral channels.

Harrison Berryhill is a financial advisor at Wells Fargo Advisors with two years of industry experience and a Series 66 designation. His prior experience 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 for the First Baptist Church in Kilgore, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses its research and planning tools to deliver tailored recommendations through meetings and written summaries.

Stephen Scherrey is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, previously working at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Scherrey serves as a board member of the Centennial Valley Neighborhood Association. 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 and integrates advisory services with other financial product sales and referral channels.

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 worked within Wells Fargo’s affiliated entities since 2016. Outside of his advisory role, he has ownership in a short film project titled "Desperate Things." Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm uses Wells Fargo research and planning tools to develop personalized recommendations across a range of financial planning needs.

Christopher Wilson is a financial advisor at Wells Fargo Advisors in Longview, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Simmons Foods and TQL, among other companies, from 2017 to 2025. 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, including cash-flow, retirement, education, risk, and wealth-transfer planning, supported by Wells Fargo research and planning tools.

James Willett II is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and TBT Securities L.C. Willett is also the sole owner of Willett Private Capital LLC, a financial practice based in Longview. Wells Fargo Advisors 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 a net-worth threshold, delivering customized recommendations supported by Wells Fargo research and planning tools.

Tom Haley is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he owns and operates TSH Assets LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them through various brokerage or advisory programs.

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.

Jonathan Killingsworth is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include seven years at Wells Fargo Clearing and two years at M HOLDINGS SECURITIES, Inc. Outside of advising, he has interests in investment-related ventures through RAF VENTURES LLC and holds minority stakes in other investment entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Dana Napier is a CFP® professional with 31 years of industry experience, currently with Wells Fargo Advisors since 2022. Prior to this, he worked at Wells Fargo Clearing from 2016 to 2022 and A. G. Edwards & Sons, Inc. from 1994 to 2008. He also owns Napier Investment Service, LLC, an investment-related business based in Texas. 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, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Glenn Collier is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 designations and 34 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Morgan Keegan & Company, LLC. Outside of his advisory work, he is an elder at Judson Road Church of Christ and co-owner of a retail jewelry business, The Diamond Lady. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services across a broad range of needs, including retirement, education, and specialized areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

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.

Robert Renicker is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. He serves as a board member and finance committee member for the Green Acres Baptist Church Foundation and participates in their budget planning committee. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a wide range of planning solutions including retirement, education, and business-owner transition planning. The firm supports advisors with proprietary research and tools while offering clients flexibility in implementing tailored recommendations.

Fred Irwin Jr. is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2016. Outside of his advisory role, he serves on the finance committee of the Evangelical Presbyterian Church in Longview, TX. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, risk management, and specialized areas such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using Wells Fargo research and planning tools, delivering them through meetings and summary letters, with clients deciding how to implement these through various firm programs.

Stephen Scherrey is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at Promineo LLC, the University of Central Arkansas, Domino's Pizza Inc., Centennial Bank, and Conway Christian School. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, employing Wells Fargo research and tools to develop customized recommendations.