Farley Wealth Management Team

Background and Experience:
For over twenty years Zach has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Zach has dedicated his career to delivering the personalized investment planning services his clients deserve. Since 2018 to present (2024) he has been recognized to the Platinum Council, this distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. He joined A.G. Edwards and Sons Inc., a  predecessor firm of Wells Fargo Advisors, in 2003 to take a more comprehensive approach in providing personalized financial advice for individuals and families.Zach’s passion for learning and teaching doesn’t end there. He earned his bachelor’s degree at Abilene Christian University in Abilene Texas. Spending a semester in Oxford London for Financial Planning studies gave him an additional passion for the trade, while there he traveled to numerous countries with the Financial Planning  Development Group with classes in Spain, France and Switzerland.

About Zach:
Zach spends his free time with his wife, Sarah and children Jackson & Savannah. He likes to stay active by skiing and rock climbing. Zach is active in his local church and passionate about animals and working with local shelters.“

My clients know they can count on me to help guide them in their financial decisions, whether big or small.”

Background and Experience: 
Jennifer has been helping clients develop sound financial strategies for their individual needs for over 20 years.Beginning her career in the financial services industry as an Investment Advisor in 1998 at PaineWebber, she quickly realized it was important to help her clients understand the “rules of the road” by first establishing a firm investment plan, not just focusing on investment products.In 2002, while at UBS PaineWebber, she obtained her Supervisory Series 9 / 10 registrations, taking on the role of Operations Manager, which allowed her to service both International and Domestic clients. It was built upon this strong operational and management background that Jennifer creatively connected the operational and management sides of the business, leading her to develop even more personally crafted solutions for her clients.In 2010, she was blessed with the opportunity to join her current business partner as a Financial Advisor for Wells Fargo Advisors. This step in her career added a new dimension to her ability to better provide her clients with personalized financial guidance and investment planning, built upon the solid relationships she has continued to provide to her clients and their families all throughout her career.

About Jennifer: 
Jennifer holds a Bachelor of Science degree from Texas A&M University and an MBA from the University of Texas Pan American (now UTRGV).Jennifer resides in Harlingen, TX with her husband Jeff and their four children Thomas, Anne Marie, Mary Catherine, and Joseph.  Away from the office, Jennifer loves to read, watch her kids participate in sports, and give back to her community. Her Faith is first and foremost in her life, and it is her continual hope that that she can be a blessing to others.

With more than 23 years of financial services experience, Melissa understands the value of trust and building relationships with clients.  She handles the day-to-day administration of accounts and looks for opportunities to put a smile on clients’ faces.  She is a lifelong resident of the Rio Grande Valley and loves to travel but also enjoys spending time with her husband and daughter in the community that she loves.