Investing Capabilities of a Different Caliber
A full team working on your behalf, where deep expertise and advanced capabilities meet exceptional service.
Your Wealth Management Team
Jeff LeClair
Private Wealth Financial Advisor
Managing Director - Investments
Senior Institutional Consultant
Jeff LeClair
Jeff W. LeClair is recognized as one of the nation’s leading wealth management professionals and senior institutional consultants, bringing decades of experience and a proven track record of guiding high-net-worth individuals, families, and institutions toward achieving their most important financial goals. As Managing Director - Investments, Jeff combines deep financial expertise with a disciplined, client-first approach that has earned him national recognition and the trust of clients across the country.
Jeff has consistently been named among the industry’s elite, including Forbes Best-In-State Wealth Advisors (2018–2026) 1 and Barron’s Top 1,200 Financial Advisors (2015–2021)2, as well as from 2009-2014 a Barron’s Top 1,000 Advisors.3 His team, the LeClair-Lemlih Wealth Management Group of Wells Fargo Advisors, has also been honored by Forbes as one of the Best-In-State Wealth Management Teams (2023–2026) 4. These accolades reflect Jeff’s unwavering commitment to excellence, integrity, and personalized service.
Known for his ability to simplify complexity, Jeff specializes in comprehensive wealth planning that integrates investment management, tax-efficient strategies, estate planning strategies, and risk mitigation. His analytical mindset and intellectual curiosity enable him to identify market trends early and deliver innovative solutions tailored to each client’s unique objectives. Jeff’s practice is set up as a boutique investment management group working within one of the nation’s largest investment firms. Jeff leverages cutting-edge technology and a clear, disciplined process to help clients define their vision and achieve financial confidence.
Beyond his professional achievements, Jeff is passionate about lifelong learning, history, community involvement, and outdoor adventure. He enjoys skiing, mountaineering, and spending time at Lake Winnipesaukee with his family. Jeff also actively supports charitable organizations and has coached youth sports in his community.
Jeff’s approach is built on trust, transparency, and a genuine desire to help clients succeed—qualities that have made him a respected leader and one of the most sought-after advisors in the industry.
CA Insurance License #: 0F30394. Resident State VA.
Wells Fargo Advisors does not provide legal or tax advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
12026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (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. 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.
22021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com). 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com). 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 (Source: Barrons.com). 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
32014 Barron’s Top 1,000 Financial Advisors: Awarded February 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013 (Source: Barrons.com). 2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept. 2012. 2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011. 2011 Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept. 2010. 2010 Barron’s Top 1,000 Financial Advisors: Awarded February 2010; Data Compiled by Barron's based on the time period from Oct. 2008 - Sept. 2009. 2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008.
42026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).
Jeff has consistently been named among the industry’s elite, including Forbes Best-In-State Wealth Advisors (2018–2026) 1 and Barron’s Top 1,200 Financial Advisors (2015–2021)2, as well as from 2009-2014 a Barron’s Top 1,000 Advisors.3 His team, the LeClair-Lemlih Wealth Management Group of Wells Fargo Advisors, has also been honored by Forbes as one of the Best-In-State Wealth Management Teams (2023–2026) 4. These accolades reflect Jeff’s unwavering commitment to excellence, integrity, and personalized service.
Known for his ability to simplify complexity, Jeff specializes in comprehensive wealth planning that integrates investment management, tax-efficient strategies, estate planning strategies, and risk mitigation. His analytical mindset and intellectual curiosity enable him to identify market trends early and deliver innovative solutions tailored to each client’s unique objectives. Jeff’s practice is set up as a boutique investment management group working within one of the nation’s largest investment firms. Jeff leverages cutting-edge technology and a clear, disciplined process to help clients define their vision and achieve financial confidence.
Beyond his professional achievements, Jeff is passionate about lifelong learning, history, community involvement, and outdoor adventure. He enjoys skiing, mountaineering, and spending time at Lake Winnipesaukee with his family. Jeff also actively supports charitable organizations and has coached youth sports in his community.
Jeff’s approach is built on trust, transparency, and a genuine desire to help clients succeed—qualities that have made him a respected leader and one of the most sought-after advisors in the industry.
CA Insurance License #: 0F30394. Resident State VA.
Wells Fargo Advisors does not provide legal or tax advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
12026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (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. 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.
22021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com). 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com). 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 (Source: Barrons.com). 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
32014 Barron’s Top 1,000 Financial Advisors: Awarded February 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013 (Source: Barrons.com). 2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept. 2012. 2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011. 2011 Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept. 2010. 2010 Barron’s Top 1,000 Financial Advisors: Awarded February 2010; Data Compiled by Barron's based on the time period from Oct. 2008 - Sept. 2009. 2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008.
42026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).
Private Wealth Financial Advisor
Managing Director - Investments
Senior Institutional Consultant
https://www.linkedin.com/in/jeff-leclair-8a94893
Hanane Lemlih
Private Wealth Financial Advisor
Managing Director - Investments
Hanane Lemlih
Hanane Lemlih is widely recognized as one of the nation’s leading wealth management professionals, bringing over 25 years of experience delivering sophisticated financial strategies to high-net-worth individuals, families, foundations, and institutions. As Managing Director-Investments of the LeClair-Lemlih Wealth Management Group of Wells Fargo Advisors, Hanane combines deep expertise with a disciplined, client-first approach that has earned her national recognition and the trust of clients across the country.
Hanane’s career is distinguished by numerous industry accolades, including Forbes America’s Top Women Wealth Advisors (2017–2025)1, Forbes Best-In-State Wealth Advisor (2018–2026)2, and Forbes Top Women Wealth Advisor Best-In-State (2022–2026)3. Her team has also been honored by Forbes as one of the Best-In-State Wealth Management Teams (2023–2026)4. Additional recognition includes Barron’s Top 1,200 Financial Advisors (2018–2021)5 and Working Mother’s Top Wealth Advisor Moms (2017–2021)6 a testament to her commitment to excellence, integrity, and personalized service.
Hanane is an elite financial advisor with deep expertise in comprehensive wealth management, advanced wealth planning, and estate strategies. She works with high-net-worth individuals, families, and business owners to design customized solutions that preserve wealth, optimize tax efficiency, and create lasting legacies. Driven by an unwavering client-first philosophy and a proven track record, she delivers highly customized strategies encompassing sophisticated investment management, advanced retirement optimization, and multi-generational estate planning strategies —all meticulously tailored to each client’s distinctive ambitions and values. Her blend of analytical rigor, uncompromising integrity, and deep expertise help ensure clients receive clear, actionable solutions designed to safeguard wealth, maximize opportunities, secure financial prosperity and create a long-lasting legacy.
Hanane is passionate about guiding women through life transitions, offering compassionate support and tailored financial solutions to protect assets and create a clear path toward independence. Her mission is to turn uncertainty into confidence by aligning their financial plans with their life goals and values. Hanane believes empowering women through a deep understanding of their tailored wealth strategies ensures their financial strength and resilience
Beyond her professional achievements, Hanane is deeply committed to making a meaningful impact in the Washington, D.C. community. She has served as a Board Director for The Washington Ballet, where she also chaired its signature Annual Gala and Nutcracker Tea fundraiser for two consecutive years. Her philanthropic involvement extends to supporting organizations such as Children’s Hospital and the Women in the Arts Museum, as well as contributing to educational and cultural initiatives through her active participation on various fundraising committees.
CA Insurance License #: 0H02170. Resident State: VA
12025 Forbes Top Women Wealth Advisors; Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. 2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 – 9/30/20. 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19. 2019 Forbes Top Women Wealth Advisors: Awarded April 2019; Data compiled by SHOOK Research LLC based on the time period from 9/30/17 - 9/30/18. 2018 Forbes Top Women Wealth Advisors: Awarded May 2018; Data compiled by SHOOK Research LLC based on the time period from 9/30/16 - 9/30/17 (Source: Forbes.com). 2017 Forbes Top Women Wealth Advisors: Awarded February 2017; Data compiled by SHOOK Research LLC based on the time period from 9/30/15 - 9/30/16. (Source: Forbes.com).The Forbes Top Women 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.
22026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (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.2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.
32026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 9/30/24 – 9/30/25 (Source:Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State 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. 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 2022. 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21.
4 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams. Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024. Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.
52021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017.
6 2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Workingmother.com). 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. 2018 Working Mother’s Top Wealth Advisor Moms: Awarded October 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18. 2017 Working Mother’s Top Wealth Advisor Moms: Awarded October 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17. (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.
Hanane’s career is distinguished by numerous industry accolades, including Forbes America’s Top Women Wealth Advisors (2017–2025)1, Forbes Best-In-State Wealth Advisor (2018–2026)2, and Forbes Top Women Wealth Advisor Best-In-State (2022–2026)3. Her team has also been honored by Forbes as one of the Best-In-State Wealth Management Teams (2023–2026)4. Additional recognition includes Barron’s Top 1,200 Financial Advisors (2018–2021)5 and Working Mother’s Top Wealth Advisor Moms (2017–2021)6 a testament to her commitment to excellence, integrity, and personalized service.
Hanane is an elite financial advisor with deep expertise in comprehensive wealth management, advanced wealth planning, and estate strategies. She works with high-net-worth individuals, families, and business owners to design customized solutions that preserve wealth, optimize tax efficiency, and create lasting legacies. Driven by an unwavering client-first philosophy and a proven track record, she delivers highly customized strategies encompassing sophisticated investment management, advanced retirement optimization, and multi-generational estate planning strategies —all meticulously tailored to each client’s distinctive ambitions and values. Her blend of analytical rigor, uncompromising integrity, and deep expertise help ensure clients receive clear, actionable solutions designed to safeguard wealth, maximize opportunities, secure financial prosperity and create a long-lasting legacy.
Hanane is passionate about guiding women through life transitions, offering compassionate support and tailored financial solutions to protect assets and create a clear path toward independence. Her mission is to turn uncertainty into confidence by aligning their financial plans with their life goals and values. Hanane believes empowering women through a deep understanding of their tailored wealth strategies ensures their financial strength and resilience
Beyond her professional achievements, Hanane is deeply committed to making a meaningful impact in the Washington, D.C. community. She has served as a Board Director for The Washington Ballet, where she also chaired its signature Annual Gala and Nutcracker Tea fundraiser for two consecutive years. Her philanthropic involvement extends to supporting organizations such as Children’s Hospital and the Women in the Arts Museum, as well as contributing to educational and cultural initiatives through her active participation on various fundraising committees.
CA Insurance License #: 0H02170. Resident State: VA
12025 Forbes Top Women Wealth Advisors; Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. 2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 – 9/30/20. 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19. 2019 Forbes Top Women Wealth Advisors: Awarded April 2019; Data compiled by SHOOK Research LLC based on the time period from 9/30/17 - 9/30/18. 2018 Forbes Top Women Wealth Advisors: Awarded May 2018; Data compiled by SHOOK Research LLC based on the time period from 9/30/16 - 9/30/17 (Source: Forbes.com). 2017 Forbes Top Women Wealth Advisors: Awarded February 2017; Data compiled by SHOOK Research LLC based on the time period from 9/30/15 - 9/30/16. (Source: Forbes.com).The Forbes Top Women 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.
22026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (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.2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.
32026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 9/30/24 – 9/30/25 (Source:Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State 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. 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 2022. 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21.
4 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams. Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024. Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.
52021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017.
6 2021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Workingmother.com). 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. 2018 Working Mother’s Top Wealth Advisor Moms: Awarded October 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18. 2017 Working Mother’s Top Wealth Advisor Moms: Awarded October 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17. (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.
Private Wealth Financial Advisor
Managing Director - Investments
https://www.linkedin.com/in/hanane-lemlih-24595a10
Eric Rommell, CIMA
Private Wealth Financial Consultant
Vice President - Investments
Eric Rommell
, CIMA
Eric Rommell is a seasoned Private Wealth Financial Consultant and Vice President - Investments with over two decades of experience delivering sophisticated wealth management strategies to high-net-worth individuals, families, and institutions. As a key member of the LeClair-Lemlih Wealth Management Group of Wells Fargo Advisors, Eric plays a pivotal role in shaping investment strategy and ensuring clients benefit from best-in-class solutions tailored to their unique objectives.
Eric’s expertise includes asset allocation, investment manager selection, and policy development for complex portfolios including endowments, foundations, and qualified plans. His leadership in portfolio construction and risk management reflects a disciplined, research-driven approach that integrates insights from Global Manager Research and Global Investment Strategy teams. This ensures clients receive strategies aligned with market trends and grounded in rigorous analysis.
Holding the prestigious Certified Investment Management Analyst® (CIMA®) certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania, Eric brings a level of technical proficiency and strategic insight that distinguishes him among industry professionals. His credentials include FINRA Series 7 and 66 registrations and a Bachelor of Science in Finance–Risk Management from Virginia Tech.
Eric and his team have been recognized by Forbes as one of the Best-in-State Wealth Management Teams (2023–2026), a testament to their commitment to excellence and client success. Known for his analytical mindset, integrity, and solution-oriented approach, Eric is dedicated to helping clients achieve clarity and confidence in their financial future.
Outside of work, Eric enjoys golfing, biking, fishing, and skiing. He is actively involved in his community, volunteering with his daughters’ Girl Scout troops and coaching youth lacrosse.
CA Insurance License Number OH43229. Resident State VA.
Eric’s expertise includes asset allocation, investment manager selection, and policy development for complex portfolios including endowments, foundations, and qualified plans. His leadership in portfolio construction and risk management reflects a disciplined, research-driven approach that integrates insights from Global Manager Research and Global Investment Strategy teams. This ensures clients receive strategies aligned with market trends and grounded in rigorous analysis.
Holding the prestigious Certified Investment Management Analyst® (CIMA®) certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania, Eric brings a level of technical proficiency and strategic insight that distinguishes him among industry professionals. His credentials include FINRA Series 7 and 66 registrations and a Bachelor of Science in Finance–Risk Management from Virginia Tech.
Eric and his team have been recognized by Forbes as one of the Best-in-State Wealth Management Teams (2023–2026), a testament to their commitment to excellence and client success. Known for his analytical mindset, integrity, and solution-oriented approach, Eric is dedicated to helping clients achieve clarity and confidence in their financial future.
Outside of work, Eric enjoys golfing, biking, fishing, and skiing. He is actively involved in his community, volunteering with his daughters’ Girl Scout troops and coaching youth lacrosse.
CA Insurance License Number OH43229. Resident State VA.
1Global Manager Research (“GMR”) is a division of Wells Fargo Investment Institute, Inc. (“WFII”). WFII is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
22026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.
Private Wealth Financial Consultant
Vice President - Investments
https://www.linkedin.com/in/eric-rommell-cima%C2%AE-725b385
CIMA
OH43229
JoAnne Dorris
Private Wealth Financial Consultant
Vice President - Investments
JoAnne Dorris
JoAnne is an experienced Financial Consultant with more than three decades in financial services, known for turning complex planning into clear, timely execution for the families and executives we serve. Clients appreciate the way she keeps intricate workstreams organized and her responsiveness, along with her attention to detail. She is engaged in all different aspects of a family’s lifestyle needs analysis, from retirement cash‑flow modeling to estate‑planning scenarios, insurance reviews, and the overall service cadence, so decisions feel confident and coordinated throughout the relationship.
She works closely with Hanane Lemlih and Jeff LeClair the build‑out of retirement income and cash‑flow models and runs “what‑if” estate scenarios, coordinating closely with clients’ CPAs and estate attorneys to align tax, legal, and investment considerations. JoAnne conducts detailed insurance gap reviews, designs the onboarding and ongoing service experience, and executes fixed‑income and equity trades. When a case becomes multi‑layered or time‑sensitive, she’s the calm problem‑solver who troubleshoots quickly, documents thoroughly, and follows through all the way to completion.
Her perspective comes from hands‑on experience across client service, management, compliance, and consulting, along with prior roles as a Financial Advisor and Senior Registered Client Associate, which gives her a unique 360° view of how advice, service, and operations fit together. JoAnne joined our group in 2011 after leadership roles at a boutique firm in Washington, D.C., and today she works closely with Private Wealth Financial Advisors Jeff LeClair and Hanane Lemlih to ensure the client’s financial journey move smoothly from strategy to execution.
She holds FINRA Series 7, 63, and 66 registrations and life, health, and annuity insurance licenses. JoAnne earned her Bachelor of Interdisciplinary Studies in Business from the University of Virginia. JoAnne has been recognized for her professionalism, integrity, and core leadership values. She is part of a team that has been recognized by Forbes as Best‑in‑State Wealth Management Teams (2023–2026); methodology by SHOOK Research, and investment performance is not a criterion.
California Insurance License #: OI23733. Resident State: VA.
12026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams; Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams; Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.
She works closely with Hanane Lemlih and Jeff LeClair the build‑out of retirement income and cash‑flow models and runs “what‑if” estate scenarios, coordinating closely with clients’ CPAs and estate attorneys to align tax, legal, and investment considerations. JoAnne conducts detailed insurance gap reviews, designs the onboarding and ongoing service experience, and executes fixed‑income and equity trades. When a case becomes multi‑layered or time‑sensitive, she’s the calm problem‑solver who troubleshoots quickly, documents thoroughly, and follows through all the way to completion.
Her perspective comes from hands‑on experience across client service, management, compliance, and consulting, along with prior roles as a Financial Advisor and Senior Registered Client Associate, which gives her a unique 360° view of how advice, service, and operations fit together. JoAnne joined our group in 2011 after leadership roles at a boutique firm in Washington, D.C., and today she works closely with Private Wealth Financial Advisors Jeff LeClair and Hanane Lemlih to ensure the client’s financial journey move smoothly from strategy to execution.
She holds FINRA Series 7, 63, and 66 registrations and life, health, and annuity insurance licenses. JoAnne earned her Bachelor of Interdisciplinary Studies in Business from the University of Virginia. JoAnne has been recognized for her professionalism, integrity, and core leadership values. She is part of a team that has been recognized by Forbes as Best‑in‑State Wealth Management Teams (2023–2026); methodology by SHOOK Research, and investment performance is not a criterion.
California Insurance License #: OI23733. Resident State: VA.
12026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams; Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams; Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.
Private Wealth Financial Consultant
Vice President - Investments
Ted LaPorte
Ted is a senior wealth strategist with Wells Fargo Bank’s Wealth & Investment Management division, based in the Washington DC office. With over 25 years of experience in financial services, Ted is part of a national team that collaborates locally with high and ultra-high net worth clients. He works closely with their advisors to review, develop, and consult on wealth transfer plans, including legacy, philanthropic, business succession, and estate planning. Ted's role involves understanding each client's goals and objectives, reviewing and discussing their current plans, and identifying additional strategies or modifications to enhance the likelihood of achieving their goals.
Previously, Ted held similar roles with other financial services providers, where he developed, delivered, and implemented tax, estate, financial, and business succession plans for high-net-worth families.
He earned a Master of Laws degree in Taxation from Loyola Law School, graduating with High Distinction and earning First Honors three times. Ted holds a Juris Doctorate degree from Ohio Northern University College of Law (not currently practicing), and a Bachelor of Science degree in Accounting and Finance from Ohio Northern University.
Ted is a Certified Public Accountant, a member of the North Carolina Bar Association and holds the Certified Financial Planner™ professional designation.
Previously, Ted held similar roles with other financial services providers, where he developed, delivered, and implemented tax, estate, financial, and business succession plans for high-net-worth families.
He earned a Master of Laws degree in Taxation from Loyola Law School, graduating with High Distinction and earning First Honors three times. Ted holds a Juris Doctorate degree from Ohio Northern University College of Law (not currently practicing), and a Bachelor of Science degree in Accounting and Finance from Ohio Northern University.
Ted is a Certified Public Accountant, a member of the North Carolina Bar Association and holds the Certified Financial Planner™ professional designation.
Senior Wealth Strategist
Executive Director
Simon Wang
, CFA
Simon Wang brings exceptional analytical expertise and a rigorous approach to portfolio construction as a member of the LeClair-Lemlih Wealth Management Group of Wells Fargo Advisors. Holding the prestigious Chartered Financial Analyst® (CFA®) designation, Simon provides advanced multi-custodial performance tracking and market research to support the team’s investment strategy and trading execution.
With a background in engineering and over 16 years of experience in financial services, Simon specializes in complex task management, risk analysis, and performance reporting optimization. His work ensures that client portfolios reflect disciplined asset allocation and remain aligned with evolving market conditions and economic outlooks. Simon collaborates closely with senior advisors to trouble shoot any portfolio related issues that require cutting-edge analytics.
Simon’s credentials include FINRA Series 7 and 66 registrations, insurance licenses, and a Bachelor of Science in Mechanical Engineering from the University of Maryland. Prior to joining the firm, he worked as a Construction Project Engineer, where he honed the precision and structured thinking that now defines his approach to the investment industry.
Recognized alongside his team by Forbes as one of the Best-in-State Wealth Management Teams (2023–2026)1, Simon is known for his methodical, solution-focused mindset and ability to translate complex data into actionable solutions. His contributions strengthen the team’s commitment to delivering clarity, confidence, and superior outcomes for clients.
With a background in engineering and over 16 years of experience in financial services, Simon specializes in complex task management, risk analysis, and performance reporting optimization. His work ensures that client portfolios reflect disciplined asset allocation and remain aligned with evolving market conditions and economic outlooks. Simon collaborates closely with senior advisors to trouble shoot any portfolio related issues that require cutting-edge analytics.
Simon’s credentials include FINRA Series 7 and 66 registrations, insurance licenses, and a Bachelor of Science in Mechanical Engineering from the University of Maryland. Prior to joining the firm, he worked as a Construction Project Engineer, where he honed the precision and structured thinking that now defines his approach to the investment industry.
Recognized alongside his team by Forbes as one of the Best-in-State Wealth Management Teams (2023–2026)1, Simon is known for his methodical, solution-focused mindset and ability to translate complex data into actionable solutions. His contributions strengthen the team’s commitment to delivering clarity, confidence, and superior outcomes for clients.
12026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.
Senior Registered Client Associate
CFA
Maleknaz Razjouyan
Private Wealth Senior Registered Client Associate
Maleknaz Razjouyan
With a career spanning over two decades in wealth and private banking experience, Maleknaz manages client communication and client workflow- helping ensure the implementation of our service model, details behind communications, service delivery, and account operations are handled with care. Clients value her calm, steady demeanor and practical judgment in moments that matter.
She leads our client communication and helps to implement a custom designed service model that shapes each relationship. This includes helping with financial management needs for high‑net‑worth families, and overseeing the full new‑account opening process, helping in selection of the most appropriate account types and structures. Maleknaz also assists the team with trade execution across fixed income and equities, and ensuring plans move smoothly from strategy to implementation.
Maleknaz takes pride in building relationships that span multiple generations within a family. Her approach is centered on trust and personalized service. By listening deeply and understanding each generation’s unique priorities, she creates a seamless experience that honors family values while addressing individual goals. Whether guiding grandparents, supporting parents, or helping younger members start their financial journey with our team, she ensures every interaction feels collaborative and tailored. Families appreciate her ability to bridge perspectives and keep everyone aligned toward shared success.
Her background includes senior client‑facing roles at the former Wells Fargo Private Bank where she worked with high‑net‑worth clients to profile financial needs and identified service enhancements that could improve relationships and potential new business opportunities across multiple product lines. This history provided professional growth and invaluable experience that gives her a practical understanding of how planning, services, and operations come together for the client’s benefit. She joined our practice at Wells Fargo Advisors in 2013 and works closely with our multigenerational families to maintain coordination and alignment across the family members.
Maleknaz holds FINRA Series 7 and 66 securities registrations, along with annuity, life, and health insurance licenses, and earned her double Bachelor of Science degrees in Finance and in Management from George Mason University. Our group has been recognized by Forbes as one of the Best‑in‑State Wealth Management Teams (2023–2026); methodology by SHOOK Research and investment performance is not a criterion.
CA Insurance License: 0I88363. Resident state: VA.
12026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.
She leads our client communication and helps to implement a custom designed service model that shapes each relationship. This includes helping with financial management needs for high‑net‑worth families, and overseeing the full new‑account opening process, helping in selection of the most appropriate account types and structures. Maleknaz also assists the team with trade execution across fixed income and equities, and ensuring plans move smoothly from strategy to implementation.
Maleknaz takes pride in building relationships that span multiple generations within a family. Her approach is centered on trust and personalized service. By listening deeply and understanding each generation’s unique priorities, she creates a seamless experience that honors family values while addressing individual goals. Whether guiding grandparents, supporting parents, or helping younger members start their financial journey with our team, she ensures every interaction feels collaborative and tailored. Families appreciate her ability to bridge perspectives and keep everyone aligned toward shared success.
Her background includes senior client‑facing roles at the former Wells Fargo Private Bank where she worked with high‑net‑worth clients to profile financial needs and identified service enhancements that could improve relationships and potential new business opportunities across multiple product lines. This history provided professional growth and invaluable experience that gives her a practical understanding of how planning, services, and operations come together for the client’s benefit. She joined our practice at Wells Fargo Advisors in 2013 and works closely with our multigenerational families to maintain coordination and alignment across the family members.
Maleknaz holds FINRA Series 7 and 66 securities registrations, along with annuity, life, and health insurance licenses, and earned her double Bachelor of Science degrees in Finance and in Management from George Mason University. Our group has been recognized by Forbes as one of the Best‑in‑State Wealth Management Teams (2023–2026); methodology by SHOOK Research and investment performance is not a criterion.
CA Insurance License: 0I88363. Resident state: VA.
12026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.
Private Wealth Senior Registered Client Associate
