Charlotte, NC Office

Frank Clemente is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options including discretionary management and a broad range of financial products like insurance-related vehicles and bank deposit sweep programs.

Megan Juliar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2020. Prior to that, she held roles at RHI, World Relief Triad, and the University of North Carolina at Greensboro. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan management, supported by research from Wells Fargo Investment Institute and third-party sources.

Alexandra Martini is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2012, including a period at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s advisory approach includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

John Mohr is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, alongside a long tenure at Wachovia Bank, N.A. starting in 2002. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Abdiel Flores Perales is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and six years of industry experience. His work history includes roles at Wells Fargo Bank, nA, Rei, and Great American Restaurants. Outside of finance, he works as an Uber driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from Wells Fargo Investment Institute and third-party databases, offering both brokerage and advisory solutions across a broad range of financial products.

Ronda Houston is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of finance, she owns and operates a photography business, Shutter Diva Photography, based in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nathaniel Cohen is a CFP® professional with 10 years of experience in financial advisory, currently with Wells Fargo Clearing since 2016. He is based in Charlotte, NC, and holds the Series 66 designation. Outside of his advisory role, he serves on a public panel that reviews and approves special use permits. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and diversification-focused investment evaluation.

Scott Lauritzen is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Mark Vollmer is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Wells Fargo in 2021, he held roles at us TECH SOLUTIONS, Chick Fil A, and Western Carolina University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s advisory process is IPS‑driven and grounded in modern portfolio theory, with a focus on plan objectives, demographics, and risk tolerances.