A multi-generational team serving clients across the U.S.
Our team works to coordinate, design and implement specific strategies to help you achieve your goals. In addition to consulting with your attorney, accountant and insurance specialist, we also tap our network of professionals within Wells Fargo & Company to address your complex investment planning needs.
Brian Stokes
- CFP
- Managing Director
With more than 30 years of experience, I use a holistic approach by creating integrated strategies designed to balance risk to help clients achieve their investment goals.
I built my experience as a Financial Advisor and Branch Manager at a series of Wells Fargo Advisors predecessor firms, including Quinn & Co., Wachovia Securities and A.G. Edwards. My educational background includes attending the New Mexico Military Institute and then graduating from the University of Idaho with a Bachelor's degree in Animal Science, with an emphasis on continuing education.
Recognizing the importance of providing my clients with comprehensive, customized investment planning solutions, I earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) professional certification in 2007 from the College for Financial Planning. To earn my CERTIFIED FINANCIAL PLANNERTM certification, I completed hundreds of hours of in-depth educational programs, passed rigorous examinations and met stringent requirements for experience, integrity and continuing education.
Wealth Management Strategy
The core of my wealth management philosophy is to leverage specialists from my professional network as well as various Wells Fargo Advisors affiliates. I draw on these resources and oversee the team, so they act as one cohesive unit when addressing each client's complex wealth management needs, including tax efficient investment and legacy strategies, retirement strategies, insurance and gifting strategies.
Family & Community
I am active in the community and participate in many civic and community organizations, including President of Assurance Home Foundation and former Chairman for Lone Tree Inc. I was appointed to the board of New Mexico Mutual Casualty Company by the governor of the state of New Mexico where I served on that board from 1996 until 2002. When I ended my term, I was director and secretary-treasurer of the board. I was also a charter member of the Pecos Valley Rotary Club. I also volunteered at the New Mexico Military Institute as an assistant coach for the Colts baseball team for four years and during that time, won a state championship.
My wife and I have lived in Roswell for over 30 years and our family includes four children and eight grandchildren. My extended family has lived in Roswell since the early 1900s. In my free time, I enjoy golf, racquetball, skiing and travel.
State of Residence: NM
I built my experience as a Financial Advisor and Branch Manager at a series of Wells Fargo Advisors predecessor firms, including Quinn & Co., Wachovia Securities and A.G. Edwards. My educational background includes attending the New Mexico Military Institute and then graduating from the University of Idaho with a Bachelor's degree in Animal Science, with an emphasis on continuing education.
Recognizing the importance of providing my clients with comprehensive, customized investment planning solutions, I earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) professional certification in 2007 from the College for Financial Planning. To earn my CERTIFIED FINANCIAL PLANNERTM certification, I completed hundreds of hours of in-depth educational programs, passed rigorous examinations and met stringent requirements for experience, integrity and continuing education.
Wealth Management Strategy
The core of my wealth management philosophy is to leverage specialists from my professional network as well as various Wells Fargo Advisors affiliates. I draw on these resources and oversee the team, so they act as one cohesive unit when addressing each client's complex wealth management needs, including tax efficient investment and legacy strategies, retirement strategies, insurance and gifting strategies.
Family & Community
I am active in the community and participate in many civic and community organizations, including President of Assurance Home Foundation and former Chairman for Lone Tree Inc. I was appointed to the board of New Mexico Mutual Casualty Company by the governor of the state of New Mexico where I served on that board from 1996 until 2002. When I ended my term, I was director and secretary-treasurer of the board. I was also a charter member of the Pecos Valley Rotary Club. I also volunteered at the New Mexico Military Institute as an assistant coach for the Colts baseball team for four years and during that time, won a state championship.
My wife and I have lived in Roswell for over 30 years and our family includes four children and eight grandchildren. My extended family has lived in Roswell since the early 1900s. In my free time, I enjoy golf, racquetball, skiing and travel.
State of Residence: NM
Contact
Education
- New Mexico Military Institute
Christopher Stokes
- Director of Wealth Management
As a Financial Advisor, I feel blessed to have the opportunity to serve wonderful people within my community and across the United States. I focus my work around my deep Christian values and strive every day to do what's best for my clients, including successful individuals, families, companies, and institutions in the farming, oil and gas business.
I take a highly personalized approach to providing my clients with trusted advice and take the time to understand their goals and objectives. The core of my wealth management philosophy is to leverage specialists from my professional network as well as various Wells Fargo Advisors affiliates. I draw on these resources to help my clients build strategies for investments, liability management, risk management, as well as offering access to lending and banking services through Wells Fargo affiliates.
Background
My extended family has lived in Roswell since the early 1900s. I was raised by two Christian parents who — to this day — I still look up to. I graduated from Gateway Christian high school and went on to play golf for Odessa junior-college in Texas. After two years, I transferred to New Mexico State where I continued my education in business marketing. In 2005, I along with several partners formed Chris Stokes Golf LLC, where I pursued a career as a professional golfer for four years.
In 2010, I started my career as a Financial Advisor working for Wells Fargo Advisors where I learned the value of giving back and helping people achieve their financial goals in order to pursue their lifetime passions. In 2011, my father, Brian Stokes, and I formed Stokes Wealth Management Group where we continue to support individuals, families, companies and institutions within the community and across the United States. To help deliver outstanding service to my clients, I have completed several practice management programs offered by Wells Fargo Advisors and continue to actively participate in ongoing programs to learn new best practices and philosopies.
Family & Community
I spend most of my free time with my wife Madison and our three wonderful children. Maddie and I enjoy spending time with our family, our church, going to the gym, camping with friends, watching movies, skiing (when we get snow) and of course playing golf. I am active in the community and I'm a member of the Rotary Club of Roswell and a board member of the Roswell Symphony foundation.
State of Residence: NM
I take a highly personalized approach to providing my clients with trusted advice and take the time to understand their goals and objectives. The core of my wealth management philosophy is to leverage specialists from my professional network as well as various Wells Fargo Advisors affiliates. I draw on these resources to help my clients build strategies for investments, liability management, risk management, as well as offering access to lending and banking services through Wells Fargo affiliates.
Background
My extended family has lived in Roswell since the early 1900s. I was raised by two Christian parents who — to this day — I still look up to. I graduated from Gateway Christian high school and went on to play golf for Odessa junior-college in Texas. After two years, I transferred to New Mexico State where I continued my education in business marketing. In 2005, I along with several partners formed Chris Stokes Golf LLC, where I pursued a career as a professional golfer for four years.
In 2010, I started my career as a Financial Advisor working for Wells Fargo Advisors where I learned the value of giving back and helping people achieve their financial goals in order to pursue their lifetime passions. In 2011, my father, Brian Stokes, and I formed Stokes Wealth Management Group where we continue to support individuals, families, companies and institutions within the community and across the United States. To help deliver outstanding service to my clients, I have completed several practice management programs offered by Wells Fargo Advisors and continue to actively participate in ongoing programs to learn new best practices and philosopies.
Family & Community
I spend most of my free time with my wife Madison and our three wonderful children. Maddie and I enjoy spending time with our family, our church, going to the gym, camping with friends, watching movies, skiing (when we get snow) and of course playing golf. I am active in the community and I'm a member of the Rotary Club of Roswell and a board member of the Roswell Symphony foundation.
State of Residence: NM
Contact
Education
- New Mexico State
Priscilla Sisneros
- Registered Senior Executive Assistant
I provide an exceptional client experience and have been in financial services for over 13 years. I go above and beyond to build relationships with clients and work with the Financial Advisors to help them achieve their goals.
I was first introduced to the financial services industry in 2008 when I began working for Bank of The Southwest as a teller. In 2009 I moved to Bank of America and was able to grow my customer service skills even more. I was at Bank of America until 2013, which is when I started working for Wells Fargo Bank. At Wells Fargo Bank I started as a Personal Banker and grew into a managerial role, Service Manager. From there I was nominated for the License Banker Position with the district and obtained my FINRA Series 6, 63, 75, and 7 registrations, eventually being promoted to the Premier Banker position. In 2021 I joined Stokes Wealth Management Group which I am so proud to be a part of the team!
I have lived in Roswell for my entire life. My husband and I established roots in the country with our 5 children and love country living. We spend a lot of time outdoors and enjoy camping with our family. I am active in the community and participate in the Youth and Highschool wrestling programs and I’m in the Goddard Band Booster Club. I also volunteer with the Chaves County Sherriff’s department.
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
I was first introduced to the financial services industry in 2008 when I began working for Bank of The Southwest as a teller. In 2009 I moved to Bank of America and was able to grow my customer service skills even more. I was at Bank of America until 2013, which is when I started working for Wells Fargo Bank. At Wells Fargo Bank I started as a Personal Banker and grew into a managerial role, Service Manager. From there I was nominated for the License Banker Position with the district and obtained my FINRA Series 6, 63, 75, and 7 registrations, eventually being promoted to the Premier Banker position. In 2021 I joined Stokes Wealth Management Group which I am so proud to be a part of the team!
I have lived in Roswell for my entire life. My husband and I established roots in the country with our 5 children and love country living. We spend a lot of time outdoors and enjoy camping with our family. I am active in the community and participate in the Youth and Highschool wrestling programs and I’m in the Goddard Band Booster Club. I also volunteer with the Chaves County Sherriff’s department.
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
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