Confidence Begins With a Clear Financial Picture

Privileged to Serve Clients Around the State and Nationwide

You’ve worked hard for your money. At Worrell Wealth Management Group of Wells Fargo Advisors, we believe that if you have clarity in your finances today, you can make better and more confident decisions tomorrow. Our mutigenerational team of professionals–rooted in a strong sense of family, community and collaboration–provides personalized financial solutions tailored to meet your needs. Let us help you build and preserve it for today and years to come.

Family First Framework

Guided by the principles of trust, integrity, and family values, Worrell Wealth Management Group is passionate about making a difference in the lives of our clients. With diverse backgrounds, our team members have come together to create a client service culture where your family’s financial well-being is our top priority.

Meet the Team

Honored To Be Recognized

Forbes Best-In-State Wealth Management Teams 2024 and 2025¹The Worrell Wealth Management Group of Wells Fargo Advisors was recognized as one of Forbes Best-in-State Wealth Management Teams for 2024 and 2025.

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¹ 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. Fee paid for use of marketing materials. View additional disclosures

² 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. View additional disclosures

Comprehensive Services

We understand that every client is unique, which is why we take the time to get to know you, your family, and your aspirations. Our process begins with an in-depth consultation to understand your current financial situation, goals, and dreams. From there, we develop a customized plan that encompasses investment management, personalized wealth planning, and legacy and estate planning.