San Diego, CA Executive Drive Office

Jaclyn Smith is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 66 designation and has a background that includes positions at Wells Fargo Clearing Services, Wells Fargo Bank, and law firms Procopio, Cory, Hargreaves & Savitch LLP and Hopkins & Carley. Smith also maintains a California law license and a real estate license, primarily for continuing education purposes. 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, including specialized services for business-owner transition, sports and entertainment, special needs, and divorce planning, using proprietary research and tools to develop tailored recommendations.

Maribel Mendoza Frank is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2011. 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 tailored to clients meeting a net-worth threshold, using proprietary research and tools to develop customized recommendations.

Todd Schneider is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Goodwin Brown Gross & Lovelace LLP. Outside of his advisory role, he serves as co-trustee for a friend's multiple trusts. 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. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations covering a broad range of financial planning needs.