Dallas, TX Crescent Ct Office

Todd Baird is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Credit Suisse Securities, J.P. Morgan Securities, Stanford Group Company, and Merrill. He serves as a trustee for a family trust and is involved with a university advocacy foundation. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with a nationwide network of over 14,000 advisors.

James Watson is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He previously worked at BOK Financial Securities, Inc., Bokf, NA, and TD Ameritrade. Outside of his advisory role, he co-owns two businesses in Dallas: a CrossFit gym supporting coaches and staff, and a health spa addition to a health club. 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.

John Lord is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Clearing for a total of nine years, with a brief period of self-employment and unemployment between 2021 and 2022. 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 roughly $671 billion in assets through a large network of advisors and uses research and analytics to guide its investment approach.

Laird Johnson is a CFP® professional with 37 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for five years. Outside his advisory role, he acts as a power of attorney for his sister. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, pension funds, and charitable organizations.

Paul Bender is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes nearly two decades at Morgan Stanley in various capacities, followed by roles at Morgan Stanley Private Bank and Wells Fargo Clearing. 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 both discretionary and non-discretionary retirement plan services, relying on research and analytics while distributing a broad range of financial products through affiliated bank and insurance entities.

Donna Smothermon is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Janney Montgomery Scott, Morgan Keegan & Company, and Merrill. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Kimmel is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2026, he worked at UBS Financial Services for seven years and has held positions at Mass Mutual and David Lerner Associates. Outside of his advisory career, he previously managed a bridal business for seven years. 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 combines brokerage and advisory solutions and utilizes research from its Wells Fargo Investment Institute alongside third-party data to support diversified investment strategies.

Mario Arnal Reveles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, and Wells Fargo Co., as well as involvement with The University of Texas at El Paso and a logistics services company. Outside of his advisory work, he owns and operates a freight and transportation business, FOREX GLOBAL, LLC. 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 IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Kenneth Craven is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Wealth Management for eight years before joining Wells Fargo Clearing in 2019. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Debora Cornwell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has previously worked at CitiGroup for 14 years and Barclays Capital Inc. for one year. 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 employs more than 14,000 advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Craig Swann is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Credit Suisse Securities, Banc of America Investment Services, and Morgan Stanley. Outside of his advisory work, he serves as Treasurer for the Juvenile Diabetes Research Foundation in Dallas and is the Hunting Chairman for West Lake Club, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third parties to support its investment strategies.

Michael Kurilecz Jr. is a CFP® credentialed financial advisor with 21 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of his advisory work, he is the CEO and majority shareholder of Southern Style Nuts, Inc., a company producing candy and nuts, and owns a consulting and business acquisition firm, The Mosel Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supplemented by research from Wells Fargo Investment Institute and third-party databases.

Beverly Surratt is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research and analytics.

James Heard is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Morgan Stanley and WFG Advisors, among other firms. He serves as a member of the City of Farmers Branch Planning and Zoning Commission and as an alternate member of the Farmers Branch Municipal Drainage System Advisory Committee. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Pamela Gothard is a financial advisor at Wells Fargo Clearing with over 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities Inc. and Banc One Securities Corporation. Outside of her advisory role, she serves as the treasurer for the Palos Verdes Home Owners Association in Mansfield, TX. Wells Fargo Advisors is a national securities firm that offers 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 and third-party data.