Greg Velho is a Senior Financial Advisor and Managing Director – Investment Officer with Wells Fargo Advisors. He provides a consultative process which consists of investment planning, insurance and liability management advice to individuals, business owners, entertainers, retirees, and corporate executives. Greg has obtained the professional designations of Chartered Mutual Fund Counselor, Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist through the College for Financial Planning in Greenwood Village, CO.

During Greg’s over 25 years in the financial services industry, he has previously spent time with PricewaterhouseCoopers, Merrill Lynch and Morgan Stanley Smith Barney prior to joining Wells Fargo Advisors in 2010. He has access to the firm’s resources in areas such as retirement planning, equity and fixed income syndicate offerings, estate planning strategies, investment planning, liability management, cash management, college planning, insurance, asset management, alternative investments and corporate retirement plans (401K, 403B, etc.).

Greg has been named a Forbes Best-In-State Wealth Advisor for 2025. Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Greg began his financial services career in New York City where he worked in Midtown Manhattan on 5th Avenue for several years prior to relocating to Central Florida in 2003. Greg is a graduate of The University of Notre Dame, South Bend, IN, where he earned a B.B.A in Finance and Business Economics and was a four-year monogram winner in soccer. Greg also went on to play professional soccer upon graduation. Greg was born in Winter Park, FL and grew up in the Longwood/Lake Mary, FL area where he was an All-American soccer player while attending Lake Mary High School. He resides in the College Park area of Orlando and New Smyrna Beach, FL.



CA Insurance License Number: 0102827. Resident State FL.

Rasha Mesharafa is a Senior Registered Client Associate who supports Financial Advisor Gregory Velho. Rasha started her financial services career as a Financial Advisor at Morgan Stanley after obtaining a master’s degree in business administration from Rollins College/ The Crummer Graduate School of Business.  In 2021, Rasha moved to Wells Fargo Advisors to work as Client Associate with Gregory Velho. Rasha assists with sales, service and operational related activities, such as providing service to clients via telephone, direct interaction or written correspondence. Rasha facilitates client requests for account related information and quotes, trading, scheduling and preparing for appointments with existing, new or prospective clients. Rasha helps establish and build client relationships and research account activities and/or issues. Outside of work, Rasha enjoys reading and has managed the book club for her subdivision for the last 10 years. Besides English, Rasha is also fluent in two languages (Arabic and French). Rasha was recently awarded the 2025 Wells Fargo Advisors Platinum Client Associate recognition which is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.

Yessenia “Jesse” Williams is a Client Associate with Wells Fargo Advisors, supporting Financial Advisor Gregory Velho. In her role, she performs a range of moderately complex administrative and operational tasks, helps provide responsive client service, and handles research and inquiry requests with care and professionalism. Jesse began her career with Wells Fargo in 2012 as a part-time teller, steadily advancing to become a Branch Manager in 2017. She transitioned to Wells Fargo Advisors in 2022, bringing with her a strong background in client relations and operational excellence. Jesse was recently recognized as a 2025 Wells Fargo Advisors Platinum Client Associate. The Wells Fargo Advisors Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.

Originally from Puerto Rico, Jesse is fluent in Spanish and values her cultural roots. Outside of work, she enjoys spending time with her family and especially loves exploring the outdoors and visiting theme parks with her daughter, who was born in 2021.