Houston, TX Town and Country Ln Office

Sandor Takacs is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and 20 years of industry experience. His career includes prior roles at Capital One Advisors, Edward Jones, and Wells Fargo Investments. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

David Chatham is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC and Wamu Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Della Moody Davis is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 14 years. Based in Houston, TX, she joined Wells Fargo Clearing in 2025. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Darwin Wisener is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. His work history includes ten years at Wells Fargo Clearing, eight years with Wells Fargo Investments, LLC, and two years at Chase Investment Services Corp. 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 roughly $671 billion in assets through over 14,000 advisors and offers a range of brokerage and advisory solutions.

Jeffrey Davis is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Jason Hugele is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he co-owns MK EVENTS LLC, a business involved in tax preparation for a wedding and event floral enterprise. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ernesto Saenz is a financial advisor with Wells Fargo Clearing in Houston, TX, holding the Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2014. Saenz is also involved in a real estate business as a landlord. 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 employs a research-driven approach to investment selection and offers a broad range of financial products and services through its bank and insurance affiliates.

Charmaine Ollie is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 designations and 17 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shannon Moore is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. His prior roles include positions at Northern Trust Securities, Inc. and Wells Fargo Bank, N.A. He 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Chad Glessman is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. prior to his current role. Outside of finance, he has ownership interests in several cryotherapy and martial arts businesses. 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 employs a large network of advisors and utilizes research-driven investment strategies based on diversification and modern portfolio theory.

Tami Rovall is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She previously worked at BBVA Securities Inc. for eight years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Merwan Abssi is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank. 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.

Peter Steelman is a CFA® charterholder with six years of experience in the financial industry. He currently works with Wells Fargo Clearing in Houston, Texas, and has held roles within Wells Fargo Bank since 2007. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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.

Aleksey Reznikov is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Morgan Stanley, and Wells Fargo Clearing Services 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. Its 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 offerings.

Robert Gardner III is a financial advisor with Wells Fargo Clearing in Houston, TX, holding CFP® and ChFC® designations and over 31 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining Wells Fargo in 2016. Gardner also serves as a co-independent executor and co-trustee for his father's trust. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines internal research with third-party analytics to support its diversified investment approach.