Rhinebeck, NY Office

Nina Hill is a CFP® with 42 years of industry experience and has been with Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she writes a blog offering observational journalistic commentary on global events. 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 provides both brokerage and advisory solutions.

Richard Treu is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent one year with Bank of America and Merrill. Outside of his advisory role, he co-owns investment-related rental properties. 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.

Jacquelyn Rae is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She worked at Anywhere Real Estate Inc. for eight years prior to joining Wells Fargo. 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 from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Susan Greene is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 32 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a notary public in New York. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Edward Mercier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 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 manages approximately $671 billion in assets and uses research and analytics to support its investment strategies, offering both brokerage and advisory solutions.

William Rae is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Morgan Stanley in 2014. Outside of his advisory role, he serves as co-executor for family estates involving investment-related matters. Wells Fargo Advisors is a national securities firm providing 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 combines research from Wells Fargo Investment Institute and third-party data to support its investment approach grounded in diversification and modern portfolio theory.