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James Monroe

Senior Financial Advisor

Matthew Hilliker

Senior Financial Advisor

Greg Anderson

Senior Financial Advisor

Joel Awabdeh

Senior Financial Advisor

Our Commitment

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

Meet Our Team

2026 Outlook: Trendlines over headlines

Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.

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El Dorado Hills

4364 Town Center Blvd, Suite 220
El Dorado Hills, CA 95762
Local Phone: (916) 939-1364
themonroehillikerteam@wellsfargo.com

News and Insights

Bond Market Commentary

Bond Market Commentary

Wells Fargo Advisors Investment Strategy

Investment Strategy

Wells Fargo Advisors Global Perspectives

Global Perspectives

Wells Fargo Investment Institute Chart of the Week

Chart of the Week

COVID-19 - Bringing financial relief to a global crisis

Bringing Financial Relief to a Global Crisis

Weekly Market Commentary

Market Commentary

Stock Market News

Stock Market News

Looking Ahead

Looking Ahead

Wells Fargo Investment Institute State of the Markets

State of the Markets

LifeScapes

Wells Fargo Advisors Portfolio Perspectives

Portfolio Perspectives

Updates on bond market data, news, and activity each day...

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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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