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Roy Browning Jr.
Senior Vice President - Investments
Senior Institutional Consultant
Roy Browning Jr.
Senior Vice President - Investments
Senior Institutional Consultant
As the founding advisor of the Alpha Consulting Group of Wells Fargo Advisors, Roy has had the privilege of being a trusted advisor to institutions for over 45 years. He has been instrumental in assembling the team, defining the long-term vision, and putting in place the structure and processes to effectively deliver the “alpha” client experience. Roy brings energy, enthusiasm and wit to the team and to our family of clients.
Kelly is a founding member of the Alpha Consulting Group of Wells Fargo Advisors where she has served institutional clients for the last 20 years. Kelly brings an analytical skill set to the team that she applies to developing and implementing sophisticated solutions to address our institutional clients’ needs. Kelly oversees, implements, and adjusts the strategies based upon decisions of the investment committees. Kelly believes a well-thought-out plan is the most important part of getting clients to their financial destination.
With over two decades of industry experience, Stephen has been an advisor of the Alpha Consulting Group since 2010. He plays an instrumental part of the team’s management of its institutional clients and is a portfolio manager for client strategies. Stephen formulates and implements advanced planning strategies intended to help clients build, manage, preserve and transition wealth. Stephen’s mission is to help clients accomplish their goals in all facets of their lives.
Rachelle is a native of Fort Worth and joined the team in mid-March. She comes to us from Merrill Lynch in Southlake. Prior to working at Merrill Lynch, she worked as Client Service Manager and Associate Financial Advisor at Clearfork Wealth Management, a franchise of Ameriprise. Before working in the financial industry, she worked for more than twenty years alongside her husband, Steve at Alarm Control Technicians Inc. where she served as the CFO. Rachelle’s primary role is to ensure clients receive exceptional service by responding to their needs and requests. She serves as the primary point of contact for activities such as money movement, account information, account openings and transfers, and statement requests. She also assists in the preparation of reports and analysis as well as managing our calendars. She is fully registered. Rachelle is a fitness enthusiast who loves the outdoors and in her spare time enjoys spending time with her family, gardening, wine tasting, and playing with her dogs.
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