Jeff Carel, Managing Director-Investments Wells Fargo Advisors

By Maria Veres 

With eighteen years of experience, Jeff Carel is dedicated to helping Oklahomans meet their financial needs by developing investment plans around their long-term goals. He serves as Managing Director-Investments at Wells Fargo Advisors, with offices in Edmond and Oklahoma City. 

A Trusted Partner 

Jeff works personally with every client. “We all can feel intimidated when we don’t have a lot of knowledge about a subject,” he says. “I like to view my relationships with clients as more of a partnership. It is my job to bring that knowledge to our partnership. We start with a conversation and making a plan.” 

Jeff reviews investments closely, striving to ensure each client’s financial goals are being met. “I often take a discretionary role where I am directly managing much of clients’ holdings instead of mostly using third party managers and mutual funds,” he says. “This allows me to implement customized investment strategies for each client and help save my clients a lot of expense.” 

Serving Edmond and OKC 

Originally from Minco, Jeff attended the University of Central Oklahoma. He became fascinated with Economics after seeing the ripple effects of Russia defaulting on its debts. “Working as a Financial Advisor allows me to apply my passion for Economics in a way that I believe greatly benefits my clients,” he says. 

For Jeff, the best part of living in Edmond is the people. He’s especially grateful to the clients who have trusted him over the years, and he looks forward to serving them for years to come. 

Jeff Carel’s Edmond office is located at 3540 S. Boulevard, Suite 110. Contact him at (405) 844-4250 or online at home.wellsfargoadvisors.com/Jeff.Carel.