Jeffrey L. Upchurch, Managing Director - Investments

About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

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Meet Our Team

Jeffrey Upchurch

Managing Director - Investments

Phone: 703.761.4754
Email: jeffrey.upchurch@wellsfargoadvisors.com
Jeff has maintained a reputation for integrity and insightful investment advice throughout more than three decades in the financial services industry.  He is dedicated to earning each client's trust by providing sound, personalized advice with the highest level of professionalism.

He has been recognized as a Premier Advisor since 1992.  The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.

• Joined Wells Fargo Advisors in 1987 when it was Wheat First Securities, Inc.
• Bachelor’s degree from the United States Naval Academy in 1981.  He spent the next six years as a submarine officer in the US Navy.
• Registrations maintained: FINRA Series 7, 63, 65.  Insurance and annuity licensed.
  • CA license 0D34512  Resident State: VA

Ann Senger, CFP®

Financial Consultant
CERTIFIED FINANCIAL PLANNER™

Phone: 703.761.4741
Email: ann.senger@wellsfargoadvisors.com
Ann strives to help each one of our clients plan for a financial future in a way that best meets his or her goals and needs.  Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth.

With an emphasis on continuing education, Ann earned the CERTIFIED FINANCIAL PLANNER TM (CFP®) practitioner designation from the Certified Financial Planner Board of Standards, Inc. For this designation, she had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

• Joined Wells Fargo Advisors in 2001 when it was First Union Securities, Inc.
• Bachelor’s degree in Finance from George Mason University School of Management in 2000. 
• Registrations maintained: FINRA Series 7, 63, 66.  Insurance and annuity licensed.
  • CA license 0G55016  Resident State: VA
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Why Invest With Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NJ, NM, NV, NY, OR, PA, RI, SC, SD, TN, TX, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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