Melissa G. Magaña-Shockley
First Vice President - Investment Officer
Senior Financial Advisor
Plan for Life’s Moments (P.A.L.M.) Asesoría en Español si prefieren.
“What keeps you up at night? What conversation do keep putting off about your finances? – The more you share, the better I can provide advice on how to overcome obstacles. With 19 years of industry experience, I am committed to helping you find the best strategies for growth while minimizing risk exposure.”
Melissa and her team provide tailored investment advice, focused on growing your retirement assets, facilitating access to your money, and helping you through those difficult family planning conversations. They will look at both sides of the balance sheet and help you implement a wholistic plan with comprehensive reviews for changes in regulation, taxes, and your own personal situation. She can provide access to Wells Fargo affiliates such as tax advisors, estate planning strategists, professional money managers, life insurance professionals, and qualified retirement plan administrators.
Melissa was born and raised in the Rio Grande Valley by her loving parents, Ralph & Laura Magaña. After graduating with honors from Sharyland High School, she completed her undergraduate studies at the University of the Incarnate Word in San Antonio where she earned her Bachelor’s Degree in Business Administration and Marketing. Before graduating, she 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 her 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 she earned her Series 7 & 66. In 2009, Wells Fargo Advisors acquired Wachovia and she joined her mother, Laura Magaña, AAMS® as a team member. Laura retired in 2021, but Melissa is grateful for the wealth of knowledge Laura shared over her 35-year carrier. With Melissa’s own industry experience dating back to 2005, it is her ambition to enjoy a long and successful career as Laura did.
Wells Fargo Advisors is not a tax or legal advisor.
“What keeps you up at night? What conversation do keep putting off about your finances? – The more you share, the better I can provide advice on how to overcome obstacles. With 19 years of industry experience, I am committed to helping you find the best strategies for growth while minimizing risk exposure.”
Melissa and her team provide tailored investment advice, focused on growing your retirement assets, facilitating access to your money, and helping you through those difficult family planning conversations. They will look at both sides of the balance sheet and help you implement a wholistic plan with comprehensive reviews for changes in regulation, taxes, and your own personal situation. She can provide access to Wells Fargo affiliates such as tax advisors, estate planning strategists, professional money managers, life insurance professionals, and qualified retirement plan administrators.
Melissa was born and raised in the Rio Grande Valley by her loving parents, Ralph & Laura Magaña. After graduating with honors from Sharyland High School, she completed her undergraduate studies at the University of the Incarnate Word in San Antonio where she earned her Bachelor’s Degree in Business Administration and Marketing. Before graduating, she 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 her 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 she earned her Series 7 & 66. In 2009, Wells Fargo Advisors acquired Wachovia and she joined her mother, Laura Magaña, AAMS® as a team member. Laura retired in 2021, but Melissa is grateful for the wealth of knowledge Laura shared over her 35-year carrier. With Melissa’s own industry experience dating back to 2005, it is her ambition to enjoy a long and successful career as Laura did.
Wells Fargo Advisors is not a tax or legal advisor.
Vivian Saldaña-Lugo
Senior Client Associate
Phone: 956.687.7211
Email: vivian.lugo@wellsfargoadvisors.com
With more than 40 years of financial services experience, Vivian ensures that our clients’ administrative and operational needs are handled promptly and accurately.
Away from the office, Vivian is a loving mother and wife who has deep roots in the South Texas community. She and her husband, David, are parishioner of Our Lady of Perpetual Help Catholic Church in McAllen, TX.
Away from the office, Vivian is a loving mother and wife who has deep roots in the South Texas community. She and her husband, David, are parishioner of Our Lady of Perpetual Help Catholic Church in McAllen, TX.
Our Network of Professional Resources
Because your financial situation may at times be complex, our team also includes tax, legal, trust, insurance, and lending professionals to help coordinate holistic planning. Please let us know if you would like additional information about this. We can assemble a team of specialist through our Wells Fargo affiliates to support your financial goals.
- Eloy Alderete, Wealth Banking Manager
- Gerald Gold, Senior Lead Wealth Custom Lending
- Robert G. Petix, Senior Wealth Strategist
- Myrian Garrett, Lead Fiduciary Advisory Specialist
- Cassie Garza, Trust Officer / Fiduciary Specialist
- Kerri Lai, Philanthropic Trust Specialist
- Eva H. Woodfin, Mortgage Consultant
- Bob Mckinney, CFP Senior Wealth Planner
- Jeremy D. Miller, Wealth Planning Strategist
- Craig Averill, Insurance Case Design