Werley Thorpe Financial Group of Wells Fargo Advisors
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Integrity and Experience Matter


Being a valued client of the Werley Thorpe Financial Group of Wells Fargo Advisors means our clients deserve and experience a personally tailored plan that assists in achieving their life goals that align with their investment plans.  We pride ourselves on bringing you the opportunity to work with a team of 75 years of integrity-based experience.

Bill Werley, Jr.

Bill Werley, Jr.

    • Senior Vice President - Investments
    • Senior PIM Portfolio Manager
    Bill Werley, Jr.

    Bill Werley, Jr.

      • Senior Vice President - Investments
      • Senior PIM Portfolio Manager
      Background and experience

      With over 30 years’ experience in the investment industry, Bill has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. As a Senior PIM Portfolio Manager for advisory clients, Bill oversees the selection, implementation, and monitoring of specific investment strategies to help clients build, manage, preserve, and transition their wealth.

      Growing up with his father in the investment industry, Bill knew that someday he would like to follow in his father’s footsteps. While earning his bachelor’s degree at the University of New Mexico, upon graduation he promptly began his journey.

      Bill began his career in 1992 as a Financial Advisor with Kemper Securities in Lakewood, CO, where he developed his fundamental investment knowledge. He joined A.G. Edwards & Sons in 1993, which later was acquired by Wachovia Securities, a predecessor firm of Wells Fargo Advisors. In 2002, desiring to take a team approach in providing personalized financial advice for individuals and families, Bill teamed up with his father, William E. Werley, Sr., who began his investment career in the spring of 1968.

      2010-2014, Bill became a Portfolio Manager within the Fundamental Choice program, which is a customized advisor portfolio program that utilizes active asset allocation management. Bill’s passion for learning doesn’t end there. In 2014, Bill earned the designation Private Investment Management (PIM) Portfolio Manager, only later to become a Senior PIM Portfolio manager in 2020, where he offers customized portfolio management geared toward your specific investment goals.

      Away from the office

      Bill spends his free time with his wife, Lisa, and their three children. As native Coloradans, they enjoy traveling between Colorado and Harlingen, TX, while enjoying golf, tennis, skiing and other outdoor activities.

      Resident State: TX
      CA Insurance License # 0G77276

      The Fundamental Choice / PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

      Contact

      • Send a Message
      • 956.428.4146
      Betsy Thorpe

      Betsy Thorpe

        • Senior Vice President - Investment Officer
        Betsy Thorpe

        Betsy Thorpe

          • Senior Vice President - Investment Officer
          CA Insurance License # OC89017

          Contact

          • Send a Message
          • 303.742.2323
          Ashley Sundseth

          Ashley Sundseth

            • Registered Client Associate
            Ashley Sundseth

            Ashley Sundseth

              • Registered Client Associate
              Background and experience

              With over 4 years in the financial industry, Ashley enjoys working with clients and getting to know them individually. As a Registered Client Associate, she supports our team by handling client inquiries, money movement, sell and buy orders, as well as procuring documents such as statements and account summaries. Ashley has had the pleasure of working with our group for over 2 years and thoroughly enjoys helping clients achieve their financial goals.

              Ashley’s thirst for knowledge benefits all clients as she navigates our firms’ resources and systems to expediate client requests and embraces technology to enhance their experience.

              CA Insurance License # 4342963   Resident State: CO

              Contact

              • Send a Message
              • 303.742.2302
              Maria Martinez

              Maria Martinez

                • Senior Client Associate
                Maria Martinez

                Maria Martinez

                  • Senior Client Associate
                  Background and experience

                  With 17 years of financial services experience, Maria strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.

                  Maria’s attention to detail and exceptional client service makes her a valuable member of the team.

                  Contact

                  • Send a Message
                  • 956.428.4146
                  Werley Thorpe Financial Group of Wells Fargo Advisors
                  • 143 Union Blvd, Ste. 1050
                    Lakewood, CO 80228
                  • 303.742.2323
                    303.677.8301
                    Send a Message
                  • Home
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                    • Why Invest With Us
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                  • Our Services
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