Jared Poullard is Senior Financial Advisor and Managing Director - Investments at Wells Fargo Advisors in The Woodlands, Texas. With over a decade of experience in the financial services industry, he helps clients build, manage, preserve, and transfer their wealth. Jared’s mission is to create a financial blueprint for his clients’ futures, addressing both long- and short-term financial goals through sophisticated wealth planning and advanced investment strategies.

Jared began his career in 2004 as a fraud analyst at J.P. Morgan Chase. After three years, he transitioned to branch banking, starting as a teller and eventually becoming a banker, where he obtained his securities licenses. During the 2008 market downturn, Jared played a crucial role in helping clients navigate the turbulent financial landscape. His guidance helped clients maintain their investment philosophy and weather the volatility, ultimately emerging in a better financial position. In 2010, Jared passed the Series 7 examination and became a Financial Advisor. He joined Wells Fargo Advisors in 2011 to focus on total wealth planning.

Jared believes every client relationship should begin with a comprehensive plan. He sits down with clients to discuss their current situation, future goals, and the steps needed to achieve them.  Through advanced planning strategies, Jared addresses all aspects of wealth management, providing clients with a detailed blueprint that is designed to offer a clear financial runway for the future.

Outside of the office, Jared keeps busy spending time with his two sons. Committed to giving back to his community, he proudly supports the Make-a-Wish Foundation, St. Jude Children’s Research Hospital, and The Leukemia & Lymphoma Society.

Adriana’s financial services career began at J.P. Morgan in 2009, where she started as a teller and progressed through various roles, including lead teller and personal banker. She earned her insurance license, Series 6, and Series 63, which enabled her to transition into a Relationship Banker role. In 2019, Adriana joined Wells Fargo Bank, N.A. as a personal banker and quickly moved into the Relationship Banker role. For the past 20 months, she has excelled in her current role as a Registered Client Associate.

A proud graduate of Bryan High School, Adriana received her high school diploma in 2002. She furthered her education at Blinn College, graduating in 2011 with an Associate Degree in Applied Science-Business Administration.

In her day-to-day role, Adriana is dedicated to processing clients' requests, from moving money in and out of their accounts to placing trades. She also ensures regular maintenance of their accounts, keeping their information current through various life changes.  Clients appreciate her excellent communication skills. They value her ability to listen to their needs and her commitment to responding in a timely manner.

Adriana values the strong communication and continuous learning within her team. She enjoys the dynamic nature of her work environment and the collective effort to grow and adapt in the ever-changing financial industry.

Outside of work, Adriana enjoys spending time outdoors, particularly at the lake where she loves fishing and swimming. She lives in Bryan, Texas, where she was born and raised. She is married and has three children. Her family is active in sports, and she spends a lot of time at football fields, soccer fields, and basketball courts. Active in her community, Adriana is passionate about volunteering with organizations that support children.