Mark Armstrong
Vice President - Investments

858-523-7929 direct
Email Mark
Neilrey Ochoa
Senior Vice President - Investments

858-523-7933 direct
Email Neilrey
James Carpentier-Levy, CFP®, CEPA®
Vice President - Investments

858-523-7935 direct
Email James
Ashley Meachum
Client Associate

858-523-7937 direct
Email Ashley

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The San Diego Legacy Group of Wells Fargo Advisors

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

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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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