The Woodlands, TX Hughes Landing Blvd Office

Team
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WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

14,115

Across 1,524 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs and retirement plan consulting to individual, corporate and institutional clients, including pension and charitable organizations. The firm operates at large scale—reporting roughly $671 billion in assets under management and more than 14,000 financial advisors—and offers both brokerage and advisory solutions.

For retirement plans it offers a mix of non‑discretionary consulting and discretionary Plan Level Investment Selection 3(38) services, along with IPS development, investment search and recommendation, benchmarking, participant education and periodic performance reporting. The firm relies on research and analytics from Wells Fargo Investment Institute and third‑party databases and generally evaluates managers and options using diversification principles and modern portfolio theory, while noting that available investment options are typically limited to a plan’s custodian platform.

A noteworthy operational feature is the firm’s role in distributing and facilitating a range of other financial products through bank and insurance affiliates—such as deposit sweep options, lending and trustee services, and insurance/annuity arrangements—and the Form ADV discloses referral and product‑related compensation that can affect advisor incentives. The brochure also discloses several recent regulatory enforcement actions and settlements related to cash sweep disclosures, advisory billing and supervisory controls, which are material considerations for prospective clients.

Based on WELLS FARGO Advisors

Occupation focus

Retired Founder/Business Owner

Based on WELLS FARGO Advisors

Location

1800 Hughes Landing Blvd, 3rd Floor

The Woodlands TX 77380

Advisors at this office

29

Advisors at this office

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Tamara J

Series 66

The Woodlands, TX

Wells Fargo Clearing

Tamara Johnson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as Assistant Financial Secretary for Alpha Gamma Alpha Omega, a community service organization. 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.

Retired Founder/Business Owner
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Terri F

Series 63

The Woodlands, TX

Wells Fargo Clearing

Terri Ferguson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. She has worked at Wells Fargo since 2016 and previously spent six years with A. G. Edwards & Sons, Inc. 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 extensive research and analytics.

Retired Founder/Business Owner
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Tiffany M

Series 66

The Woodlands, TX

Wells Fargo Clearing

Tiffany Mansfield is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016. In addition to her advisory role, she serves as an arbitrator in investment-related disputes. 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.

Retired Founder/Business Owner
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Melissa G

Series 63, Series 65, Series 66

The Woodlands, TX

Wells Fargo Clearing

Melissa Greer is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and bringing 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Banc One Securities Corporation in 2004. 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 and offers both brokerage and advisory solutions, utilizing research and analytics to inform its investment approach.

Retired Founder/Business Owner
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Deborah M

Series 63, Series 65

The Woodlands, TX

Wells Fargo Clearing

Deborah Mansfield is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 63 and Series 65 credentials and 36 years of industry experience. Her prior work includes roles at J.P. Morgan Securities, Chase Investment Services Corp., Morgan Stanley, Citigroup Global Markets, and Cetera Advisors LLC. She also serves as power of attorney for her father. 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 and third-party databases.

Retired Founder/Business Owner
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Thomas P

Series 63, Series 65

The Woodlands, TX

Wells Fargo Clearing

Thomas Pickett is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Stephen B

CFP®, Series 63, Series 65

The Woodlands, TX

Wells Fargo Clearing

Stephen Benotti is a financial advisor with Wells Fargo Clearing, holding CFP®, Series 63, and Series 65 designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Benotti has a 25% ownership stake in Sure Fine Markets, an investment-related business. 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.

Retired Founder/Business Owner
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Nanette H

Series 66

The Woodlands, TX

Wells Fargo Clearing

Nanette Hernandez is a Series 66-credentialed financial advisor with 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Investments, LLC. Based in The Woodlands, TX, her career has been focused within the Wells Fargo family of firms. 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 providers.

Retired Founder/Business Owner
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Alan M

Series 66

The Woodlands, TX

Wells Fargo Clearing

Alan Mendoza is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 2018. Prior to that, he was employed at Speedy Cash from 2015 to 2018. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Kenneth L

Series 63, Series 65

The Woodlands, TX

Wells Fargo Clearing

Kenneth Logsdon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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John M

CFP®, Series 63, Series 65

The Woodlands, TX

Wells Fargo Clearing

John Mccauley is a CFP® professional with 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Deutsche Bank Securities Inc. and UBS Financial Services. 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, utilizing research and analytics to inform diversified investment strategies.

Retired Founder/Business Owner
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Kit V

Series 63, Series 65

The Woodlands, TX

Wells Fargo Clearing

Kit Vick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent seven years with Prudential Equity Group, 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Lana M

Series 66

The Woodlands, TX

Wells Fargo Clearing

Lana Mavor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. She attended Southern Methodist University and North Carolina State University before beginning her career in financial services. 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.

Retired Founder/Business Owner
user avatar

Paul H

Series 63, Series 65

The Woodlands, TX

Wells Fargo Clearing

Paul Hughston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Prudential Equity Group from 2001 to 2003. 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 over 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar

Eloy A

Series 66, Series 63

The Woodlands, TX

Wells Fargo Clearing

Eloy Alderete Jr. is a financial advisor with Wells Fargo Clearing in The Woodlands, TX, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2000 and with Wells Fargo Clearing since 2016. Alderete serves as a finance committee member for the Nehemiah Center in Houston. 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 uses research from Wells Fargo Investment Institute alongside third-party analytics to guide investment strategies.

Retired Founder/Business Owner
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