Jason R. McDonald is a 20-year investment services professional. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
McDonald is a Fundamental Choice Portfolio Manager for Wells Fargo Advisors. He is also a 2022 Premier Advisor with the firm, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
McDonald holds a Bachelor of Business Administration degree with a major in Finance from Texas State University. He is past president of The Texas State University Alumni Association Austin Chapter and past president of the Cedar Park Circle of Friends, the fundraising organization for the Dell Children's Medical Center of Central Texas.
CA Insurance License Number: 0106220. Resident State TX
For more than 40 years, Neile Wolfe, Managing Director –Investment Officer, has been dedicated to helping his clients achieve their lifelong financial goals. As a Financial Advisor in the McDonald Wolfe Frazier Wealth Management Group of Wells Fargo Advisors, he serves as a trusted Advisor to individuals, families, small businesses and other investors. Additionally, he provides investment management, portfolio design and economic outlook analysis for clients of the team.
Neile employs a disciplined, risk-managed investment philosophy that relies on getting to know each client's circumstances and needs, and constructing personalized wealth management strategies that reflect them. He and the team are committed to detailed planning, execution and follow through to help clients maximize their opportunities for success. He is a 2022 Premier Advisor of Wells Fargo Advisors, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Neile and his wife are long-time residents of Austin and are currently involved in several local charitable organizations.
CA Insurance License Number: 0104978. Resident State TX
For more than two decades – and with extensive experience through major shifts in the markets – Robert Frazier has dedicated his career to helping clients live the one life they have the best way they can, without undue financial sacrifice or overexposure to risk. A member of the McDonald Wolfe Frazier Wealth Management Group of Wells Fargo Advisors, Robert's personal mission is to help each of his clients plan for their financial future in a way that best meets his or her goals so they can focus on the other important things in their lives. He is dedicated to delivering comprehensive investment planning and financial services to families and high net worth individuals in order to help grow, manage, preserve, and transition their wealth.
Robert strives to simplify the investment decision-making process for clients while providing objective advice and a responsive level of service. He will discuss your life expectations, help prioritize goals, and work with you to decide on an appropriate strategy. Using an analytical process and with careful attention to detail, he will then implement an asset allocation strategy based on your objectives and tolerance for risk.
A Texas native, Robert joined Prudential Securities (a predecessor firm of Wells Fargo Advisors) as a financial advisor in 1995. Before entering the financial services industry, Robert earned his Bachelor of Business Administration degree in Finance from The University of Texas at Austin. He is a Certified Investment Management Analyst® (CIMA®) and maintains the Series 3, 7, 9, 10, 31, 63 and 65 registrations and is insurance licensed.
Away from the office, Robert and his wife, Laura, stay very active with their young daughter's school and numerous activities. Robert also enjoys playing golf and competes in various tournaments during the summer months.
CA Insurance License Number: 0D49061. Resident State TX
As a Financial Advisor with the McDonald Wolfe Frazier Wealth Management Group of Wells Fargo Advisors, Rand McDonald brings more than 25 years of experience to helping people achieve their financial goals. His clients have come to expect a high level of personal service to complement the wide range of investment planning strategies, retirement planning, and portfolio management services which help clients efficiently manage their wealth.
Rand is committed to maintaining client relationships through open, honest communication and a comprehensive understanding of each client's financial situation. By knowing them, he is best able to collaborate in the development of a sound investment plan and provide communication regarding pertinent changes and key life events.
Whether clients are looking for investments with the potential to generate income, a strategy that minimizes risk or a plan that addresses the reality of retirement, Rand offers a range of services designed to most appropriately meet their goals. His personal philosophy, and that of the team, is one of dedication to client service. Rand strives to provide clients with a consistently first-class experience from top to bottom.
A graduate of Texas State University – San Marcos, Rand holds a bachelor's degree in business administration with a concentration in finance. He is a past member of the board of the Texas State University Alumni Association.
CA Insurance License Number: 0K91259. Resident State TX
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.