Washington, DC K St NW Office

Peter Snyder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC 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 offers a broad range of brokerage and advisory solutions.

Marla Bosset is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2016, following a role at Citigroup Global Markets from 2000 to 2004. Outside of her advisory work, she is involved with Limelife Inc., a skincare and cosmetics business. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Julia Mcintire is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Citigroup Global Markets and RBC Capital Markets. 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.

Richard Millner is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes eight years at Prudential Equity Group, LLC before joining Wells Fargo in 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.

Matthew Carroccio is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets from 2002 to 2009. Outside of his advisory role, he serves on the finance committees of the Washington Jesuit Academy and the Safe Shores DC Advocacy Center. 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 utilizes research and analytics to evaluate managers and investment options while providing a range of brokerage and advisory solutions.

Dean Bowen is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Charles Schwab. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Samah Adem is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds the Series 63 and Series 66 designations. Adem previously worked at HSBC Securities (USA) Inc. and HSBC Bank (USA) NA, and she also has experience driving for Uber. She is a part owner of Rise and Shine daycare, a childcare business that has not yet started operations. 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.

Brian Powell is a financial advisor with Wells Fargo Clearing in Washington, DC, holding Series 63, 65, and 66 credentials and 25 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics informed by diversification principles and modern portfolio theory.

Paula Heichel is a CFP® professional with 45 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016 and previously spent 14 years at Citigroup Global Markets. Based in Washington, DC, she has maintained ownership of a rental property since 1986. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, with an emphasis on research-driven investment strategies and a broad range of financial products distributed through bank and insurance affiliates.

Bertrand Ong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes eight years at UBS Financial Services prior to joining Wells Fargo in 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 advisors, offering a wide range of brokerage and advisory solutions supported by extensive research and analytics.

Urandari Naranbat is a Series 66 licensed financial advisor with 8 years of industry experience, currently with Wells Fargo Clearing Services, LLC, where she has worked since 2010. She is based in Washington, DC. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Camille Meeks Stevens is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2016, as well as Wells Fargo Bank NA since 2014. 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 investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Fleury is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2016. Fleury serves as Finance and Enrollment Committee Co-Chair on the Holy Redeemer Catholic School Advisory Board in Kensington, MD. Wells Fargo Advisors is a national securities firm providing 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Miro is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held positions at Wells Fargo since 2016 and previously worked at Citigroup Global Markets from 2002 to 2005. He holds Series 63 and Series 65 credentials and is based in Washington, DC. Outside of his advisory role, he serves as co-trustee of his brother-in-law’s trust. 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 employs a research-based investment approach and offers both brokerage and advisory solutions across a large platform of financial advisors.

Lara Kien is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, with prior experience at Wachovia Bank, N.A. beginning in 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a broad range of services such as investment advisory, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified investment strategies.