Charlotte, NC Office

Frank Clemente is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 designations and has 51 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at UBS Financial Services from 2001 to 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. Her prior experience includes roles at Wells Fargo Bank, Merrill, and Banc of America Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Ronda Houston is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds Series 63 and Series 65 designations and has 26 years of industry experience, including over 10 years at Wells Fargo Clearing. Outside of finance, she owns and operates a photography business, Shutter Diva Photography, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Nathaniel Cohen is a CFP®-designated financial advisor with Wells Fargo Clearing in Charlotte, NC, where he has worked for 10 years. He serves on a local special use permit approval board alongside other members. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by proprietary research and third-party analytics.

Scott Lauritzen is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Ameriprise and Carroll Financial Associates before joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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.