The Worrell Wealth Management Group of Wells Fargo Advisors was recognized by Forbes as a 2024 Best-in-State Wealth Management Team. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.
Ed Worrell, CFP®
Managing Director, Investments
PIM Portfolio Manager
Background and experience
For more than 40 years, I have been dedicated to helping a select group of individuals, families, businesses and institutions to build, manage and transition their wealth. My true passion is engaging with clients who have worked hard their entire lives to create wealth and helping them preserve it for today and for future generations.
I take a comprehensive approach to investment planning and examine every element of a client’s financial life, including debt management, cash reserves, insurance, estate planning strategies, investment planning and tax implications. This involves working with my clients’ CPA and attorney as needed to help ensure a coordinated effort in serving clients.
I am a CERTIFIED FINANCIAL PLANNER™ professional and Private Investment Management (PIM) portfolio manager. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. As a (PIM) portfolio manager, I am a member of a select group of advisors who are qualified to manage client portfolios on a discretionary basis. Prior to joining the financial services industry Ed attended Baylor University and Belmont University and received a BBA in Accounting.
Away from the office
In my spare time, I am involved in the community as an active member of Southside Church in Peachtree City as well as a member of the Rotary. I enjoy golf, snow-skiing, reading and playing with my grandchildren.
The PIM program 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.
Managing Director, Investments
PIM Portfolio Manager
Background and experience
For more than 40 years, I have been dedicated to helping a select group of individuals, families, businesses and institutions to build, manage and transition their wealth. My true passion is engaging with clients who have worked hard their entire lives to create wealth and helping them preserve it for today and for future generations.
I take a comprehensive approach to investment planning and examine every element of a client’s financial life, including debt management, cash reserves, insurance, estate planning strategies, investment planning and tax implications. This involves working with my clients’ CPA and attorney as needed to help ensure a coordinated effort in serving clients.
I am a CERTIFIED FINANCIAL PLANNER™ professional and Private Investment Management (PIM) portfolio manager. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. As a (PIM) portfolio manager, I am a member of a select group of advisors who are qualified to manage client portfolios on a discretionary basis. Prior to joining the financial services industry Ed attended Baylor University and Belmont University and received a BBA in Accounting.
Away from the office
In my spare time, I am involved in the community as an active member of Southside Church in Peachtree City as well as a member of the Rotary. I enjoy golf, snow-skiing, reading and playing with my grandchildren.
The PIM program 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.
Eric Worrell, CFP®, CPWA®, CEPA®
Managing Director, Investments
PIM Portfolio Manager
Background and experience
I have had the privilege of serving as a financial advisor to a select group of families, individuals, and institutions since 2008 and have learned that while clients have unique individual circumstances that dictate their approach to investing, everyone wants the same end result – clarity and confidence. My approach seeks first to understand my clients’ current situation, concerns, risk tolerance, and financial priorities. I then use this information to develop a comprehensive investment plan and investment recommendations.
I am a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PRIVATE WEALTH ADVISOR®, a Certified Exit Planning Advisor®, and a Private Investment Management (PIM) portfolio manager. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. The Certified Private Wealth Advisor® certification is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. A Certified Exit Planning Advisor focuses on helping business owners build more valuable companies, develop stronger financial plans, and align their personal goals in order to better equip owners for an eventual business transition. As a (PIM) portfolio manager, I am a member of a select group of advisors who are qualified to manage client portfolios on a discretionary basis. Prior to joining the financial services industry, I attended the University of Georgia’s Terry College of Business and earned a BBA in Accounting. I also earned an MBA from the Georgia Institute of Technology’s Sheller College of Business.
Away from the office
My wife, Annie, and I live in Fayetteville, GA and have the privilege of raising three children. In addition to being a dedicated husband and father, I enjoy fly fishing, exercise, reading, and serving at my local church, Passion City Church Trilith.
The PIM program 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.
Managing Director, Investments
PIM Portfolio Manager
Background and experience
I have had the privilege of serving as a financial advisor to a select group of families, individuals, and institutions since 2008 and have learned that while clients have unique individual circumstances that dictate their approach to investing, everyone wants the same end result – clarity and confidence. My approach seeks first to understand my clients’ current situation, concerns, risk tolerance, and financial priorities. I then use this information to develop a comprehensive investment plan and investment recommendations.
I am a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PRIVATE WEALTH ADVISOR®, a Certified Exit Planning Advisor®, and a Private Investment Management (PIM) portfolio manager. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. The Certified Private Wealth Advisor® certification is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. A Certified Exit Planning Advisor focuses on helping business owners build more valuable companies, develop stronger financial plans, and align their personal goals in order to better equip owners for an eventual business transition. As a (PIM) portfolio manager, I am a member of a select group of advisors who are qualified to manage client portfolios on a discretionary basis. Prior to joining the financial services industry, I attended the University of Georgia’s Terry College of Business and earned a BBA in Accounting. I also earned an MBA from the Georgia Institute of Technology’s Sheller College of Business.
Away from the office
My wife, Annie, and I live in Fayetteville, GA and have the privilege of raising three children. In addition to being a dedicated husband and father, I enjoy fly fishing, exercise, reading, and serving at my local church, Passion City Church Trilith.
The PIM program 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.
Kevin J. Lennon, CFP®
Financial Consultant
Background and experience
For the over a decade, I worked with financial advisors in the Southeast in implementing best practices around investing, planning, and service. As a Financial Consultant with the Worrell Wealth Management Group of Wells Fargo Advisors, I now have the opportunity to leverage my experience and expertise for the benefit of the team by working with clients directly. Effectively guiding the investment decisions for individuals, families, and business owners takes integrity and consistency along with a comprehensive approach to wealth management. To that end, my mission is to provide every client with targeted, comprehensive investment advice and portfolio strategies – founded upon a investment plan and delivered with the highest level of personal service.
I am a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. I also earned the FINRA Series 7, 9, 10, 63, and 65 securities registrations. Prior to joining Wells Fargo Advisors, I received a degree in Finance from Georgia Southern University.
Away from the office
My wife, Amanda and I reside in Macon. We have three wonderful children. Spending time with our young family is the top priority for us. We believe in giving back to the community by serving at my local church, First Presbyterian Church of Macon, GA.
Financial Consultant
Background and experience
For the over a decade, I worked with financial advisors in the Southeast in implementing best practices around investing, planning, and service. As a Financial Consultant with the Worrell Wealth Management Group of Wells Fargo Advisors, I now have the opportunity to leverage my experience and expertise for the benefit of the team by working with clients directly. Effectively guiding the investment decisions for individuals, families, and business owners takes integrity and consistency along with a comprehensive approach to wealth management. To that end, my mission is to provide every client with targeted, comprehensive investment advice and portfolio strategies – founded upon a investment plan and delivered with the highest level of personal service.
I am a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. I also earned the FINRA Series 7, 9, 10, 63, and 65 securities registrations. Prior to joining Wells Fargo Advisors, I received a degree in Finance from Georgia Southern University.
Away from the office
My wife, Amanda and I reside in Macon. We have three wonderful children. Spending time with our young family is the top priority for us. We believe in giving back to the community by serving at my local church, First Presbyterian Church of Macon, GA.
Rahil Momin
Senior Brokerage Client Associate
Background and Experience:
For over 20 years, I have been in the customer service industry assisting clients with their financial needs. My passion revolves around assisting our clients and providing them with a level of service that is beyond their expectations. My background is in the finance industry which assist me in understanding the needs of our clients and the level of urgency that is needed in order to fulfill their requests. I believe in maintaining long lasting relationships and building both a personal and professional rapport with our clients.
I joined Worrell Wealth Management Group of Wells Fargo Advisors in May 2021. As a Senior Brokerage Client Associate I assist the team with day to day account administration and provide support to the various departments within Wells Fargo. Being part of his wonderful team is a dream come true. The entire team holds the same passion as I do when it comes to serving our clients.
Before joining Worrell Wealth Management Group of Wells Fargo Advisors, I worked with Wells Fargo retail banking for over 10 years. I started off as a part-time teller and never looked back. I held various roles within the banking field ranging from a business banker to a service manager. In 2018, I received the Golden Spoke award which is an award given to the top 2% employees. It was my honor in receiving this award and it truly reflects the level of passion and dedication that I have when it comes to my job.
Away from the office:
My husband and I are parents to four wonderful boys: Adil, Maheer, Aayaz and Zain. In our free time, we love to spend time with our boys. Our boys are active and keep us entertained as you can imagine! We are actively involved in our community and believe that the serving our community is an absolute honor.
Senior Brokerage Client Associate
Background and Experience:
For over 20 years, I have been in the customer service industry assisting clients with their financial needs. My passion revolves around assisting our clients and providing them with a level of service that is beyond their expectations. My background is in the finance industry which assist me in understanding the needs of our clients and the level of urgency that is needed in order to fulfill their requests. I believe in maintaining long lasting relationships and building both a personal and professional rapport with our clients.
I joined Worrell Wealth Management Group of Wells Fargo Advisors in May 2021. As a Senior Brokerage Client Associate I assist the team with day to day account administration and provide support to the various departments within Wells Fargo. Being part of his wonderful team is a dream come true. The entire team holds the same passion as I do when it comes to serving our clients.
Before joining Worrell Wealth Management Group of Wells Fargo Advisors, I worked with Wells Fargo retail banking for over 10 years. I started off as a part-time teller and never looked back. I held various roles within the banking field ranging from a business banker to a service manager. In 2018, I received the Golden Spoke award which is an award given to the top 2% employees. It was my honor in receiving this award and it truly reflects the level of passion and dedication that I have when it comes to my job.
Away from the office:
My husband and I are parents to four wonderful boys: Adil, Maheer, Aayaz and Zain. In our free time, we love to spend time with our boys. Our boys are active and keep us entertained as you can imagine! We are actively involved in our community and believe that the serving our community is an absolute honor.