Jackie Messado is a Registered Client Associate for Wells Fargo Advisors in Tampa, Florida. In her role, she supports Financial Advisors by fostering personalized and meaningful connections with clients.  This client-centric approach helps strengthen relationships and trust between clients and the firm, contributing not only to asset retention but also to the cultivation of long-term, multigenerational client relationships

With over 20 years of experience in the finance industry, Jackie began her career after earning a degree in International Affairs from Florida State University. She started as a Personal Banker at Wachovia Bank/Wells Fargo Bank and later transitioned into Wealth Management.  Her deep industry knowledge and commitment to client service led her to rejoin Wells Fargo Advisors in 2024.  Jackie holds several Financial Industry Regulatory Authority (FINRA) securities registrations, including Series 6,63,65 and 7.

Jackie has been happily married to her husband, Sean, for 15 years.  They are proud parents of two daughters, Gabrielle (13) and Aulani (10), and share their home with Bella, their beloved 8-year-old beagle.  Outside of work, Jackie enjoys baking, traveling, and planning memorable events—activities that reflect her creativity and sociable nature, and further enhance her ability to connect with clients and colleagues on a personal level.

Candace Marshall is a senior fiduciary strategist and executive director with Wells Fargo Bank’s Wealth & Investment Management division located in Winter Park, Florida, with more than 42 years of experience in financial services. Candace works with clients to integrate fiduciary and investment knowledge into each client’s custom wealth plan to help grow and preserve assets, while working toward the client’s overall wealth goals.

Prior to joining Wells Fargo Bank, Mrs. Marshall worked at SunTrust Bank (merged with Branch Banking & Trust into Truist) for 28 years, where she was a senior client manager and trust officer. Mrs. Marshall has worked at Wells Fargo Bank for 13 years as a senior fiduciary advisory specialist and philanthropic specialist. She holds the Chartered Advisor in Philanthropy® designation and the Certified Trust and Fiduciary Advisor designation.

Mrs. Marshall is a board member and finance chair for the Florida College System Foundation. She is also a member of the Florida Bankers Association Trust Executive Committee and is a board member of the Florida Bankers Educational Foundation.

Mrs. Marshall lives in Orange City with her husband and is a mother to one grown daughter and has one granddaughter. She and her husband enjoy spending time on their boat, deep sea fishing, and she enjoys spending time with family, crafting and reading. Candace and her husband also share their time with their four dogs, Diesel, Sassy, Marshal and Scooby, and their two cats, Tigger and June Bug.