Houston, TX Post Oak Blvd Office

Peter Noyes is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1999 to 2003 before joining Wells Fargo Clearing in 2016. 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.

Randy Levy is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016. Prior to that, he was with A. G. Edwards & Sons, Inc. from 2002 to 2008. Levy also serves as a power of attorney and trustee for family-related investment matters. 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 both brokerage and advisory solutions supported by research and analytics.

Daniel Kroll is a financial advisor at Wells Fargo Clearing in Houston, TX, holding a Series 66 designation with 16 years of industry experience. 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Jenisteen Davier is a financial advisor with Wells Fargo Clearing in Houston, TX, holding the ChFC® and Series 66 credentials and bringing 19 years of industry experience. Her prior work includes positions at PRUCO Securities, LLC, Morgan Stanley, and UBS Financial Services. Outside of her advisory role, she works as a part-time dog walker. 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 research from Wells Fargo Investment Institute with third-party analytics to evaluate investment options, offering both brokerage and advisory solutions.

Yuriy Royzman is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at UBS Financial Services Inc from 2010 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with options for both discretionary and non-discretionary services, including unique offerings like insurance-related investment vehicles and bank deposit sweep programs.

James Kelley is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. In addition to his advisory work, he serves as managing general partner of a family limited partnership managing the assets of his family estate and acts as executor and trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering solutions that incorporate research, analytics, and modern portfolio theory.

Larissa Myers is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at UBS Financial Services from 2009 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Daren Dahmer is a CFP® credentialed financial advisor with 32 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent 11 years at Bank of America, NA. He is based in Houston, TX. 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 and offers both brokerage and advisory solutions.

Shannon Thacker is a CFA® charterholder based in Houston, TX, with 46 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 20 years at Prudential Equity Group, LLC. Thacker also serves as co-trustee of a family trust. 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 through a network of over 14,000 financial advisors.

John Piper is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1998 to 2003. Outside of his advisory role, Piper serves as president on the board of Brazoria City MUD#13, is a board member of the City of Southside Place Planning and Zoning Commission, and acts as treasurer and elder at Watersedge Community Church. 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 uses research from its own investment institute along with third-party data to support its investment and consulting strategies.

Ollie Harris III is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for six years. Harris serves as an administrator for his father’s estate and as a trustee for his grandfather’s trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Sandra Andrade is a CFP®-designated financial advisor with 22 years of industry experience, currently with Wells Fargo Clearing since 2016. Her prior roles include positions at Morgan Stanley and its affiliates from 2004 to 2012. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Harry Selldin Jr. is a financial advisor at Wells Fargo Clearing with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2019, following a decade at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

William Stroud Jr. is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked for Prudential Equity Group, LLC for 17 years before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he serves as a power of attorney for his mother. 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 uses research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory, and offers both brokerage and advisory solutions across a broad client base.

Marlonde Pierrelouis is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, NA since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.