San Antonio, TX W Interstate 10 Office

James Vera is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at USAA Investment Services Company, Fidelity Investments, Citigroup, Victory Capital, JPMorgan Securities, and USAA Financial Advisors. 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 financial planning services and investment solutions, utilizing proprietary research and planning tools to deliver tailored recommendations.

Susanna Pollock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at Wells Fargo Clearing, Raymond James & Associates, and Morgan Stanley prior to her current role. Outside of her advisory work, she is a sales consultant for Pampered Chef. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that range from cash-flow and retirement planning to specialized areas like business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to provide comprehensive wealth management solutions.

Dawna Larson is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 30 years of industry experience. She has previously worked at firms including Raymond James & Associates, Kestra Financial Services, and Stone Oak Wealth Management. Outside of her advisory work, she operates a self-defense instruction business and serves as an arbitrator in dispute hearings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu tailored to clients who meet certain net-worth criteria.

Joanna Puder is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Morgan Stanley, and Seattle First Asset Management. 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 institutions. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.