Angeles National Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Wade Jones, Associate Financial Advisor serving the Arcadia, CA area - Ameriprise Advisors

Wade Jones

Associate Financial Advisor

Visit Wade Jones's website

Team

Sidney Barney

Sidney Barney

Operations Manager

Qualifications

  • Bachelors from Whittier College

Roles & Responsibilities

  • Sidney joined our firm in 2010 after 13 years in the municipal bond business. She assists with business development, complex client issue resolution and client events.
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Helena Vlahos

Helena Vlahos

Client Service Manager,

Marketing Specialist

Qualifications

  • Bachelor's Degree in Business Administration from UCLA
  • CA Notary Public

Roles & Responsibilities

  • Helena has been with the team since 2018 and handles scheduling, client inquiries, business administration, account management and marketing.
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Logan Bockhahn

Logan Bockhahn

Client Service Coordinator

Qualifications

  • Bachelors from St. Mary's College

Roles & Responsibilities

  • Logan has been with the team since 2021 and assists in analysis of financial plans and data entry.
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Trixie Quiocho

Trixie Quiocho

Client Service Coordinator

Qualifications

  • Bachelors from California State University, Los Angeles

Roles & Responsibilities

  • Trixie has been with the team since 2021 and assists in portfolio analysis, client service and marketing.
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