Stacy A Wells

Vice President, Wealth Management Advisor at Texas Regional Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Southlake, Texas, United States, US

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Bio

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Experience

  • Texas Regional Bank
    • United States
    • Banking
    • 100 - 200 Employee
    • Vice President, Wealth Management Advisor
      • Mar 2023 - Present

  • Frost
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor, Vice-President
      • Aug 2019 - Mar 2023

  • Capital One
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Sales Manager, Investments
      • Nov 2016 - Oct 2018

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor, Vice President-Investments
      • Aug 2008 - Sep 2016

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jun 2010 - Jul 2012

  • Oppenheimer & Co. Inc.
    • Financial Services
    • 700 & Above Employee
    • Registered Sales & Marketing Director
      • 2006 - 2008

Education

  • University of Oklahoma

Community

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