Advice Grounded in Relationships. Guided by Stewardship.
Significant wealth brings opportunity; it also brings important questions.
- How do I preserve what I've built?
- How do I prepare future generations?
- How do I create a legacy that endures?
At Magnolia Hill Wealth Management Group of Wells Fargo Advisors, we help families navigate these decisions with thoughtful guidance and long-term perspective.
Raquel B. Pacheco, CFP, CRPC
Managing Director - Investments
Private Wealth Financial Advisor
Senior PIM Portfolio Manager
Raquel B. Pacheco
, CFP, CRPC
Raquel B. Pacheco, CFP®, CRPC®, is the founder of Magnolia Hill Wealth Management Group of Wells Fargo Advisors, a multi-advisor, multi-state wealth management practice serving affluent individuals, families, business owners, and executives. As Managing Director, Senior Private Wealth Financial Advisor, and Senior PIM Portfolio Manager, she brings nearly three decades of experience helping clients navigate complex wealth planning, investment, and legacy-related decisions.
Her skill sets include portfolio construction and investment management, multi-generational wealth transfer strategies, business succession and exit planning, trust and estate coordination, and charitable planning. Raquel is particularly passionate about helping clients make informed wealth decisions while aligning their wealth with their long-term goals, family values, and legacy objectives.
As a Senior PIM Portfolio Manager, Raquel believes investment management should be fully integrated with a client's broader investment plan. Her investment philosophy centers on constructing customized portfolios designed to thoughtfully manage risk while incorporating tax-aware strategies intended to enhance long-term outcomes and preserve wealth across generations.
In addition to advising clients, Raquel leads the firm's vision, growth strategy, and long-term business development initiatives. She is responsible for establishing the standards that define the Magnolia Hill client experience while fostering a culture centered on collaboration, planning excellence, personalized advice, and enduring client relationships. She also co-leads the team's Investment Committee alongside her partner, Gerald Creem, Managing Director – Investments, Senior Financial Advisor and PIM Portfolio Manager, helping guide portfolio strategy and investment oversight across the practice.
Since 1998, Raquel has been dedicated to helping clients navigate important wealth decisions and pursue their long-term goals. Throughout her career, she has advised individuals, families, business owners, and executives while serving with Wheat First Butcher Singer, later Wachovia Securities, Butler Wick & Co., Merrill Lynch, and Wells Fargo Advisors.
A graduate of Youngstown State University, Raquel earned a Bachelor of Science in Business Administration with a concentration in Finance. She holds the CFP® and CRPC® designations and completed the Certified Private Wealth Advisor® Executive Education Program through the University of Chicago Booth School of Business.
Beyond her professional responsibilities, Raquel serves on the Executive Board of the Community Foundation of Lorain County and chairs the Foundation's Investment Committee. She also serves on the Dean's Advisory Board for the School of Business at Central Connecticut State University.
Raquel and her husband, Jim, divide their time between Avon Lake, Ohio, and their cottage in Avon, Connecticut. They are proud parents of Olivia, Victoria, Stephen, and Mena, grandparents to Raymond III, and devoted dog parents to Luna and Leo. Outside of the office, she enjoys spending time with family, practicing Pilates, hiking, and traveling.
At the heart of Raquel's practice is a simple philosophy: meet clients where they are, help them define where they want to go, and walk alongside them every step of the way, providing thoughtful guidance and trusted advice through every stage of life.
CA Insurance License Number: 4451551
Resident State: OH
Her skill sets include portfolio construction and investment management, multi-generational wealth transfer strategies, business succession and exit planning, trust and estate coordination, and charitable planning. Raquel is particularly passionate about helping clients make informed wealth decisions while aligning their wealth with their long-term goals, family values, and legacy objectives.
As a Senior PIM Portfolio Manager, Raquel believes investment management should be fully integrated with a client's broader investment plan. Her investment philosophy centers on constructing customized portfolios designed to thoughtfully manage risk while incorporating tax-aware strategies intended to enhance long-term outcomes and preserve wealth across generations.
In addition to advising clients, Raquel leads the firm's vision, growth strategy, and long-term business development initiatives. She is responsible for establishing the standards that define the Magnolia Hill client experience while fostering a culture centered on collaboration, planning excellence, personalized advice, and enduring client relationships. She also co-leads the team's Investment Committee alongside her partner, Gerald Creem, Managing Director – Investments, Senior Financial Advisor and PIM Portfolio Manager, helping guide portfolio strategy and investment oversight across the practice.
Since 1998, Raquel has been dedicated to helping clients navigate important wealth decisions and pursue their long-term goals. Throughout her career, she has advised individuals, families, business owners, and executives while serving with Wheat First Butcher Singer, later Wachovia Securities, Butler Wick & Co., Merrill Lynch, and Wells Fargo Advisors.
A graduate of Youngstown State University, Raquel earned a Bachelor of Science in Business Administration with a concentration in Finance. She holds the CFP® and CRPC® designations and completed the Certified Private Wealth Advisor® Executive Education Program through the University of Chicago Booth School of Business.
Beyond her professional responsibilities, Raquel serves on the Executive Board of the Community Foundation of Lorain County and chairs the Foundation's Investment Committee. She also serves on the Dean's Advisory Board for the School of Business at Central Connecticut State University.
Raquel and her husband, Jim, divide their time between Avon Lake, Ohio, and their cottage in Avon, Connecticut. They are proud parents of Olivia, Victoria, Stephen, and Mena, grandparents to Raymond III, and devoted dog parents to Luna and Leo. Outside of the office, she enjoys spending time with family, practicing Pilates, hiking, and traveling.
At the heart of Raquel's practice is a simple philosophy: meet clients where they are, help them define where they want to go, and walk alongside them every step of the way, providing thoughtful guidance and trusted advice through every stage of life.
CA Insurance License Number: 4451551
Resident State: OH
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
Wells Fargo Advisors does not provide legal or tax advice.
Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
Managing Director - Investments
Private Wealth Financial Advisor
Senior PIM Portfolio Manager
https://www.linkedin.com/in/raquelpacheco/?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BzRrm7zUvT6ypTiuK9GTPTg%3D%3D
CFP, CRPC
- 2026 Sapphire Council Platinum Advisor
- BSBA Finance, Youngstown State University
- Kaplan University, Certified Financial Planner Curriculum
- College for Financial Planning, Chartered Retirement Planning Counselor Curriculum
- University of Chicago Booth School of Business, Executive Education, Certified Private Wealth Advisor Curriculum
Gerald S. Creem, MBA, CFA
Managing Director - Investments
Senior Financial Advisor
PIM Portfolio Manager
Gerald S. Creem
, MBA, CFA
Gerald S. Creem, MBA, CFA, serves as Managing Director - Investments, Senior Financial Advisor, and PIM Portfolio Manager with Magnolia Hill Wealth Management Group of Wells Fargo Advisors. With more than five decades of experience in the financial services industry, Jerry brings deep investment knowledge, analytical discipline, and a long-term perspective to helping clients navigate changing markets and pursue their financial goals.
Throughout his career, Jerry has remained focused on helping individuals and families make informed financial decisions through thoughtful investment management and personalized advice. His investment philosophy is grounded in disciplined portfolio construction, fundamental research, and maintaining a long-term perspective while helping clients remain focused on their objectives.
In addition to advising clients, Jerry plays a key leadership role within Magnolia Hill Wealth Management Group of Wells Fargo Advisors. He co-leads the team's Investment Committee alongside Raquel Pacheco, Managing Director, Senior Private Wealth Financial Advisor, and Senior PIM Portfolio Manager, helping guide portfolio strategy, investment oversight, and the firm's overall investment philosophy. His experience and measured approach contribute significantly to the team's investment process and commitment to serving clients with thoughtful, objective advice.
Since joining Wells Fargo Advisors and its predecessor firms in 1988, Jerry has helped clients navigate a wide range of market environments, economic cycles, and life transitions. Earlier in his career, he held positions with John Hancock Life Insurance Company, Anchor Capital, Hartford Insurance Group, FL Putnam, Burgess & Leith, and North American Investment Corporation.
Jerry earned a Bachelor of Arts in Economics from the University of Massachusetts Amherst, where he was inducted into Phi Beta Kappa, and later earned a Master of Business Administration with a concentration in Finance from Columbia University. He also holds the Chartered Financial Analyst® (CFA®) designation.
Outside of the office, Jerry enjoys classical music and lifelong learning. He is the proud father of four children, three daughters and one son, and grandfather to eight grandsons. His favorite quote, "Small is Beautiful," reflects the appreciation he developed early in his career for entrepreneurial thinking, independent ideas, and opportunities that are often overlooked by others.
Throughout his career, Jerry has remained committed to helping clients pursue their goals through prudent investment management, trusted guidance, and enduring relationships built over decades of service.
Throughout his career, Jerry has remained focused on helping individuals and families make informed financial decisions through thoughtful investment management and personalized advice. His investment philosophy is grounded in disciplined portfolio construction, fundamental research, and maintaining a long-term perspective while helping clients remain focused on their objectives.
In addition to advising clients, Jerry plays a key leadership role within Magnolia Hill Wealth Management Group of Wells Fargo Advisors. He co-leads the team's Investment Committee alongside Raquel Pacheco, Managing Director, Senior Private Wealth Financial Advisor, and Senior PIM Portfolio Manager, helping guide portfolio strategy, investment oversight, and the firm's overall investment philosophy. His experience and measured approach contribute significantly to the team's investment process and commitment to serving clients with thoughtful, objective advice.
Since joining Wells Fargo Advisors and its predecessor firms in 1988, Jerry has helped clients navigate a wide range of market environments, economic cycles, and life transitions. Earlier in his career, he held positions with John Hancock Life Insurance Company, Anchor Capital, Hartford Insurance Group, FL Putnam, Burgess & Leith, and North American Investment Corporation.
Jerry earned a Bachelor of Arts in Economics from the University of Massachusetts Amherst, where he was inducted into Phi Beta Kappa, and later earned a Master of Business Administration with a concentration in Finance from Columbia University. He also holds the Chartered Financial Analyst® (CFA®) designation.
Outside of the office, Jerry enjoys classical music and lifelong learning. He is the proud father of four children, three daughters and one son, and grandfather to eight grandsons. His favorite quote, "Small is Beautiful," reflects the appreciation he developed early in his career for entrepreneurial thinking, independent ideas, and opportunities that are often overlooked by others.
Throughout his career, Jerry has remained committed to helping clients pursue their goals through prudent investment management, trusted guidance, and enduring relationships built over decades of service.
Managing Director - Investments
Senior Financial Advisor
PIM Portfolio Manager
MBA, CFA
James F. English, AAMS
First Vice President - Investments
Senior Financial Advisor
James F. English
, AAMS
James F. English, AAMS®, is a Senior Financial Advisor and First Vice President - Investment Officer with Magnolia Hill Wealth Management Group of Wells Fargo Advisors. With nearly four decades of experience in the financial services industry, Jim has built a reputation as a trusted advisor to individuals, families, and multiple generations of clients seeking thoughtful guidance and personalized wealth management solutions. He is a valued member of the Magnolia Hill leadership team and plays an important role in helping clients navigate complex financial decisions with confidence.
Jim's passion for investing began at an early age. Fascinated by the markets while still in high school, he closely followed investments and sought opportunities to grow his savings, sparking a lifelong interest in finance and wealth management. He began his career focusing on municipal bonds and later joined A.G. Edwards in 1996, where he continued to expand his experience serving individuals, families, and business owners.
A graduate of Fairfield University with a Bachelor of Arts degree, Jim holds the Accredited Asset Management SpecialistSM (AAMS®) designation and maintains FINRA Series 7, 9, 10, 63, and 65 licenses. Throughout his career, he has developed extensive knowledge in fixed-income investing, charitable giving, and estate planning strategies.
Jim believes that successful wealth management begins with understanding what matters most to his clients. Rather than leading with products or investment solutions, he focuses first on each client's goals, values, family circumstances, and long-term aspirations. This client-centered philosophy has allowed him to build lasting relationships founded on trust, communication, and personalized advice.
Known for his steady guidance and relationship-focused approach, Jim works closely with clients and their families to help align financial strategies with personal objectives. His commitment to helping clients make informed decisions has earned the trust of families whom he has served through multiple stages of life and across generations.
In addition to his professional responsibilities, Jim has remained active in charitable organizations and fundraising efforts throughout his career.
Outside the office, Jim enjoys tennis, pickleball, and trivia. He and his wife, Jane, have two adult children and two grandchildren. His favorite quote, from Ferris Bueller's Day Off, reflects his appreciation for making the most of life's opportunities: “Life moves pretty fast. If you don't stop and look around once in a while, you could miss it."
CA Insurance License Number: 4368358
Resident State: CT
Jim's passion for investing began at an early age. Fascinated by the markets while still in high school, he closely followed investments and sought opportunities to grow his savings, sparking a lifelong interest in finance and wealth management. He began his career focusing on municipal bonds and later joined A.G. Edwards in 1996, where he continued to expand his experience serving individuals, families, and business owners.
A graduate of Fairfield University with a Bachelor of Arts degree, Jim holds the Accredited Asset Management SpecialistSM (AAMS®) designation and maintains FINRA Series 7, 9, 10, 63, and 65 licenses. Throughout his career, he has developed extensive knowledge in fixed-income investing, charitable giving, and estate planning strategies.
Jim believes that successful wealth management begins with understanding what matters most to his clients. Rather than leading with products or investment solutions, he focuses first on each client's goals, values, family circumstances, and long-term aspirations. This client-centered philosophy has allowed him to build lasting relationships founded on trust, communication, and personalized advice.
Known for his steady guidance and relationship-focused approach, Jim works closely with clients and their families to help align financial strategies with personal objectives. His commitment to helping clients make informed decisions has earned the trust of families whom he has served through multiple stages of life and across generations.
In addition to his professional responsibilities, Jim has remained active in charitable organizations and fundraising efforts throughout his career.
Outside the office, Jim enjoys tennis, pickleball, and trivia. He and his wife, Jane, have two adult children and two grandchildren. His favorite quote, from Ferris Bueller's Day Off, reflects his appreciation for making the most of life's opportunities: “Life moves pretty fast. If you don't stop and look around once in a while, you could miss it."
CA Insurance License Number: 4368358
Resident State: CT
First Vice President - Investments
Senior Financial Advisor
AAMS
Kenneth V. Smith
First Vice President - Investments
Senior Financial Advisor
Kenneth V. Smith
Kenneth V. Smith, Jr. brings more than 40 years of financial services experience to Magnolia Hill Wealth Management Group of Wells Fargo Advisors. Throughout his career, he has focused on helping clients navigate changing market environments while remaining committed to their long-term financial goals.
Ken began his professional career as a field engineer with Square D Company, where he worked from 1979 to 1986 before transitioning into the financial services industry. In 1986, he became a Financial Consultant with Kidder, Peabody & Co., where he spent nearly a decade serving clients. He later joined A.G. Edwards and continued building his practice before ultimately joining Wells Fargo Advisors, where he has served clients since 2009. He became a member of Magnolia Hill Wealth Management Group in 2025.
A graduate of Villanova University, Ken earned a Bachelor of Science degree in Mechanical Engineering. His engineering background instilled a disciplined, analytical approach that continues to influence his work with clients today. He holds FINRA Series 7, 9, 10, 63, and 65 registrations.
Ken believes that lasting client relationships are built on trust, professionalism, and attentive service. He is committed to understanding each client's unique objectives and helping them make informed financial decisions with confidence.
Outside the office, Ken enjoys gardening, skiing, golf, biking, and swimming. He and his wife, Donna, enjoy spending time with their sons, Tyler and Griffin. Ken's personal philosophy is simple: "You only get one chance to make a first impression."
Ken began his professional career as a field engineer with Square D Company, where he worked from 1979 to 1986 before transitioning into the financial services industry. In 1986, he became a Financial Consultant with Kidder, Peabody & Co., where he spent nearly a decade serving clients. He later joined A.G. Edwards and continued building his practice before ultimately joining Wells Fargo Advisors, where he has served clients since 2009. He became a member of Magnolia Hill Wealth Management Group in 2025.
A graduate of Villanova University, Ken earned a Bachelor of Science degree in Mechanical Engineering. His engineering background instilled a disciplined, analytical approach that continues to influence his work with clients today. He holds FINRA Series 7, 9, 10, 63, and 65 registrations.
Ken believes that lasting client relationships are built on trust, professionalism, and attentive service. He is committed to understanding each client's unique objectives and helping them make informed financial decisions with confidence.
Outside the office, Ken enjoys gardening, skiing, golf, biking, and swimming. He and his wife, Donna, enjoy spending time with their sons, Tyler and Griffin. Ken's personal philosophy is simple: "You only get one chance to make a first impression."
First Vice President - Investments
Senior Financial Advisor
Wayne R. Miller, AAMS, MBA
First Vice President - Investments
Private Wealth Financial Consultant
Wayne R. Miller
, AAMS, MBA
Wayne R. Miller, AAMS®, MBA, serves as a Financial Consultant and First Vice President – Investment Officer with Magnolia Hill Wealth Management Group of Wells Fargo Advisors. With more than 40 years of experience in the financial services industry, Wayne brings extensive knowledge, dedication, and a client-first approach to helping individuals and families pursue their financial goals.
Wayne began his career in financial services with Hartford National Bank, where he worked from 1972 to 1992. He then joined A.G. Edwards in 1993 and served clients there until 2008, when he transitioned to Wells Fargo Advisors. His decades of experience have provided him with a deep understanding of market cycles, investment strategies, and the importance of maintaining long-term client relationships.
Wayne earned his bachelor's degree from the University of Hartford and later completed his Master of Business Administration (MBA). He also holds the Accredited Asset Management Specialist SM (AAMS®) designation and maintains FINRA Series 7 and Series 63 registrations.
Specializing in fixed-income investments, Wayne is committed to helping clients align their investment strategies with their financial objectives and risk tolerance. He was drawn to the wealth management profession by the opportunity to help people achieve their financial life goals, a mission that continues to guide his work today.
What distinguishes Wayne's client service philosophy is his commitment to accessibility and responsiveness. He strives to be available whenever clients need guidance and believes that exceptional service is the foundation of every successful relationship. As Sam Walton famously said, and as Wayne often reflects, "There is only one boss: the customer."
Outside of the office, Wayne enjoys walking and swimming and values spending time with his daughter, Kasey.
Wayne began his career in financial services with Hartford National Bank, where he worked from 1972 to 1992. He then joined A.G. Edwards in 1993 and served clients there until 2008, when he transitioned to Wells Fargo Advisors. His decades of experience have provided him with a deep understanding of market cycles, investment strategies, and the importance of maintaining long-term client relationships.
Wayne earned his bachelor's degree from the University of Hartford and later completed his Master of Business Administration (MBA). He also holds the Accredited Asset Management Specialist SM (AAMS®) designation and maintains FINRA Series 7 and Series 63 registrations.
Specializing in fixed-income investments, Wayne is committed to helping clients align their investment strategies with their financial objectives and risk tolerance. He was drawn to the wealth management profession by the opportunity to help people achieve their financial life goals, a mission that continues to guide his work today.
What distinguishes Wayne's client service philosophy is his commitment to accessibility and responsiveness. He strives to be available whenever clients need guidance and believes that exceptional service is the foundation of every successful relationship. As Sam Walton famously said, and as Wayne often reflects, "There is only one boss: the customer."
Outside of the office, Wayne enjoys walking and swimming and values spending time with his daughter, Kasey.
First Vice President - Investments
Private Wealth Financial Consultant
AAMS, MBA
Felicia Massey
Felicia Massey serves as Client Performance Analyst with Magnolia Hill Wealth Management Group of Wells Fargo Advisors. With more than 11 years of experience spanning banking, mortgage lending, investment management, and wealth planning, she brings a well-rounded perspective to helping clients and advisors navigate complex financial decisions.
Prior to joining Magnolia Hill Wealth Management Group, Felicia built her career as a Financial Advisor and wealth management professional, helping individuals and families develop strategies designed to align their investments, lending needs, retirement goals, and long-term financial objectives. Her diverse background across multiple areas of financial services provides valuable insight into the many factors that influence a client's overall financial picture.
As Client Performance Analyst, Felicia plays a key role in supporting client relationships, investment reporting, wealth planning initiatives, and the team's overall wealth management process. Having worked closely alongside team leader Raquel Pacheco for nearly a year, she has become an integral part of delivering the high level of service, responsiveness, and attention to detail that clients have come to expect from Magnolia Hill. Her professionalism, follow-through, and dedication to client success make her a trusted resource for both clients and team members alike.
Felicia attended Ohio University and holds her FINRA Series 7 registration along with insurance licenses. She focuses on comprehensive wealth and retirement planning, investment strategies, and wealth management. She is passionate about making wealth planning approachable and personalized, helping clients gain clarity and confidence as they work toward their goals.
Outside of the office, Felicia enjoys giving back through organizations including Habitat for Humanity and the American Red Cross. She is also a self-taught woodworker who has completed numerous home renovation and woodworking projects, including building a playhouse for her daughter. Family is at the center of her life, whether supporting her daughter's Girl Scout activities or enjoying time outdoors together.
Prior to joining Magnolia Hill Wealth Management Group, Felicia built her career as a Financial Advisor and wealth management professional, helping individuals and families develop strategies designed to align their investments, lending needs, retirement goals, and long-term financial objectives. Her diverse background across multiple areas of financial services provides valuable insight into the many factors that influence a client's overall financial picture.
As Client Performance Analyst, Felicia plays a key role in supporting client relationships, investment reporting, wealth planning initiatives, and the team's overall wealth management process. Having worked closely alongside team leader Raquel Pacheco for nearly a year, she has become an integral part of delivering the high level of service, responsiveness, and attention to detail that clients have come to expect from Magnolia Hill. Her professionalism, follow-through, and dedication to client success make her a trusted resource for both clients and team members alike.
Felicia attended Ohio University and holds her FINRA Series 7 registration along with insurance licenses. She focuses on comprehensive wealth and retirement planning, investment strategies, and wealth management. She is passionate about making wealth planning approachable and personalized, helping clients gain clarity and confidence as they work toward their goals.
Outside of the office, Felicia enjoys giving back through organizations including Habitat for Humanity and the American Red Cross. She is also a self-taught woodworker who has completed numerous home renovation and woodworking projects, including building a playhouse for her daughter. Family is at the center of her life, whether supporting her daughter's Girl Scout activities or enjoying time outdoors together.
Client Performance Analyst
Jennifer LeBlanc
Assistant Vice President
Senior Registered Client Associate
Jennifer LeBlanc
Jennifer LeBlanc is a Senior Registered Client Associate and Assistant Vice President with Magnolia Hill Wealth Management Group of Wells Fargo Advisors. With nearly three decades of experience in the financial services industry, Jennifer brings deep operational skill sets, extensive client service experience, and a steadfast commitment to helping clients navigate their financial lives with confidence.
Jennifer earned a Bachelor of Science in Finance from Central Connecticut State University and holds FINRA Series 7 and Series 63 licenses. Throughout her career, she has served in a variety of roles within wealth management, beginning in operations before transitioning into client service, where she discovered her passion for working directly with clients and supporting advisors.
Known for her patient and personable approach, Jennifer believes that exceptional service starts with listening. She takes pride in spending the time clients need to have their questions answered and concerns addressed, ensuring they feel valued, understood, and supported throughout every stage of their financial journey.
Jennifer has long been active in charitable and community initiatives, including participation in Relay for Life and numerous fundraising walks supporting important causes. She was also recognized as a Distinguished Service Personnel award recipient, reflecting her dedication and commitment to those she serves.
Outside of the office, Jennifer enjoys spending time with her husband Marc and their two sons, Alex and Michael. She enjoys working out, reading, taking walks, and spending time near the water. Jennifer's personal motto, "Today is a good day to have a good day," reflects the positive outlook and enthusiasm she brings to both her professional and personal life.
Jennifer earned a Bachelor of Science in Finance from Central Connecticut State University and holds FINRA Series 7 and Series 63 licenses. Throughout her career, she has served in a variety of roles within wealth management, beginning in operations before transitioning into client service, where she discovered her passion for working directly with clients and supporting advisors.
Known for her patient and personable approach, Jennifer believes that exceptional service starts with listening. She takes pride in spending the time clients need to have their questions answered and concerns addressed, ensuring they feel valued, understood, and supported throughout every stage of their financial journey.
Jennifer has long been active in charitable and community initiatives, including participation in Relay for Life and numerous fundraising walks supporting important causes. She was also recognized as a Distinguished Service Personnel award recipient, reflecting her dedication and commitment to those she serves.
Outside of the office, Jennifer enjoys spending time with her husband Marc and their two sons, Alex and Michael. She enjoys working out, reading, taking walks, and spending time near the water. Jennifer's personal motto, "Today is a good day to have a good day," reflects the positive outlook and enthusiasm she brings to both her professional and personal life.
Assistant Vice President
Senior Registered Client Associate
Alexia Cuevas
Alexia Cuevas is a Client Associate with Magnolia Hill Wealth Management Group of Wells Fargo Advisors. She joined the team after spending two years in Madrid, Spain, where she gained valuable experience working in a dynamic international environment while further developing her communication and relationship-building skills.
Alexia earned a Bachelor of Business Administration in Finance from Loyola University Maryland and is currently working toward obtaining her FINRA Series 7 registration. Her interest in financial services stems from a passion for finance and a genuine desire to build meaningful relationships while helping others achieve their goals.
In her role, Alexia supports the team's commitment to delivering an exceptional client experience through attentive service, strong organization, and proactive communication. Fluent in Spanish, she is able to connect with individuals from diverse backgrounds and strives to create positive, professional interactions with every client and prospective client she encounters. Her enthusiasm for learning, inquisitive nature, and willingness to take initiative have quickly made her a valued member of the Magnolia Hill team.
Outside of the office, Alexia enjoys traveling, baking, playing tennis, staying active, and exploring new restaurants and cuisines. She values spending time with her parents, brother, and family dog and enjoys discovering new experiences that allow her to connect with others and broaden her perspective.
Alexia earned a Bachelor of Business Administration in Finance from Loyola University Maryland and is currently working toward obtaining her FINRA Series 7 registration. Her interest in financial services stems from a passion for finance and a genuine desire to build meaningful relationships while helping others achieve their goals.
In her role, Alexia supports the team's commitment to delivering an exceptional client experience through attentive service, strong organization, and proactive communication. Fluent in Spanish, she is able to connect with individuals from diverse backgrounds and strives to create positive, professional interactions with every client and prospective client she encounters. Her enthusiasm for learning, inquisitive nature, and willingness to take initiative have quickly made her a valued member of the Magnolia Hill team.
Outside of the office, Alexia enjoys traveling, baking, playing tennis, staying active, and exploring new restaurants and cuisines. She values spending time with her parents, brother, and family dog and enjoys discovering new experiences that allow her to connect with others and broaden her perspective.
Client Associate
Claudia Donnelly
Claudia Donnelly is a Senior Registered Client Associate with Magnolia Hill Wealth Management Group of Wells Fargo Advisors, bringing nearly 30 years of experience in the financial services industry. Since starting her career in 1997, she has gained extensive knowledge of brokerage operations, trading, and wealth management support, giving her a comprehensive understanding of the client experience.
Throughout her career, Claudia has held roles with several leading financial institutions, including UBS, Morgan Stanley, Wells Fargo Advisors, Ally Invest, and Baird. She holds FINRA Series 7 and Series 66 registrations, is Life and Health Insurance licensed, and is registered in 46 states.
Claudia specializes in supporting high-net-worth individuals and families through all aspects of their financial journey. Her skill sets include retirement and IRA accounts, estate settlement and wealth transfer, retirement plans, multi-generational wealth relationships, trading support, and complex account servicing. She is dedicated to providing proactive, responsive service and helping clients navigate important financial transitions with confidence.
Known for her relationship-focused approach, Claudia believes exceptional client service is the foundation of every successful client experience. She is passionate about building lasting relationships with clients and their families while delivering the personalized support they deserve.
Outside the office, Claudia enjoys spending time with her husband, Paul, their son, family and friends, participating in church activities, and caring for their dogs. She is also active in community outreach through her church's volunteer programs.
California Insurance License Number: 4410139
Resident State: OH
Throughout her career, Claudia has held roles with several leading financial institutions, including UBS, Morgan Stanley, Wells Fargo Advisors, Ally Invest, and Baird. She holds FINRA Series 7 and Series 66 registrations, is Life and Health Insurance licensed, and is registered in 46 states.
Claudia specializes in supporting high-net-worth individuals and families through all aspects of their financial journey. Her skill sets include retirement and IRA accounts, estate settlement and wealth transfer, retirement plans, multi-generational wealth relationships, trading support, and complex account servicing. She is dedicated to providing proactive, responsive service and helping clients navigate important financial transitions with confidence.
Known for her relationship-focused approach, Claudia believes exceptional client service is the foundation of every successful client experience. She is passionate about building lasting relationships with clients and their families while delivering the personalized support they deserve.
Outside the office, Claudia enjoys spending time with her husband, Paul, their son, family and friends, participating in church activities, and caring for their dogs. She is also active in community outreach through her church's volunteer programs.
California Insurance License Number: 4410139
Resident State: OH
Senior Registered Client Associate
Donna Murray
Donna Murray serves as a Senior Client Associate with Magnolia Hill Wealth Management Group of Wells Fargo Advisors, bringing more than 40 years of financial services experience to her role. Throughout her career, she has developed a deep understanding of client service, operations, and branch administration, making her a valued resource for both clients and team members.
Donna began her career as a Client Associate, serving clients for nine years before advancing to Branch Administrator, a position she held for 25 years. In 2019, she returned to the Client Associate role, where she continues to focus on delivering personalized service and helping ensure clients receive timely, accurate support.
Known for her responsiveness and attention to detail, Donna is committed to making every client interaction smooth and efficient. She takes pride in helping clients navigate account servicing needs and believes that handling requests quickly and accurately is the foundation of exceptional client care.
Outside of the office, Donna enjoys spending time with her family. She and her husband, Bob, have been married for more than 42 years and are proud parents of two adult children. Recently becoming a grandmother has brought a new source of joy to her life. Her personal motto, "Let's do this!" reflects the positive attitude and enthusiasm she brings to both her work and personal life.
Senior Client Associate