Melissa G. Shockley
First Vice President - Investment Officer
“Share your ambitions and aspirations – The more you share, the better I can provide advice on how to overcome obstacles. With 17 years of industry experience, I am committed to helping you find the best strategies for growth while minimizing risk exposure.”
I provide tailored investment advice, with a focus on retirement funding and generational wealth continuity. I learn about you, your hopes and hurdles. I review your assets, liabilities, and together we implement a plan with Wells Fargo Advisors’ extensive resources; including access to some of the nation’s most exclusive money managers, dedicated estate planning strategists, life insurance team, and qualified retirement plan administrators.
I was born and raised in the Rio Grande Valley by my loving parents, Ralph & Laura Magaña. After graduating with honors from Sharyland High School, I completed my undergraduate studies at the University of the Incarnate Word in San Antonio where I earned my Bachelor’s Degree in Business Administration and Marketing. Before graduating, I spent summers interning with Wachovia Securities, as the understudy to two erudite wealth advisers. They each had a unique operative style and offered a magnitude of knowledge that ignited my interest in the securities and insurance industries. In June of 2007, Wachovia extended an invitation to participate in their Financial Advisor training program, and later that year I earned my Series 7 & 66. In 2009, Wells Fargo Advisors acquired Wachovia and I joined my mother, Laura Magaña, AAMS® as a partner. She retired in 2021, but I am so thankful for the wealth of knowledge she has shared over her 35-year carrier. With my own industry experience dating back to 2005, it is my own ambition to enjoy a long and successful career as she did.
Private Wealth Senior Client Associate
She handles the scheduling of appointments, asset movements, opening new accounts, updating existing account information, delivery of and answering questions regarding statements and tax documents.
Melissa is a parishioner of Sacred Heart Catholic Church, a dutiful daughter, wife and mother.
Away from the office she is a loving mother and wife.