Cetera Investment Advisers
45yrs
Top advisor by experience in Zephyr Cove
7yrs
Mishell Defelice
Financial advisor at Wells Fargo Advisors
Mishell Defelice is a fiduciary financial advisor in Zephyr Cove, Nevada, with 7 years in the industry. After three years at Morgan Stanley, Mishell joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 13 advisors with offices in Zephyr Cove, and one of 12 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office195 US 50 Suite 312 [Satellite], Zephyr Cove, NV 89448
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2020 – 2022Morgan StanleyPreviously
Contact Mishell
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Mishell. 195 US 50 Suite 312 [Satellite]Zephyr Cove, NV 89448Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mishell
Tailored to Mishell’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mishell
How do I contact Mishell?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Mishell Defelice. Mishell works from the Zephyr Cove, NV office.
How long has Mishell been a financial advisor?
Mishell has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Mishell hold?
Series 66. Tap any license on this page to see what it allows.
Is Mishell a fiduciary?
Mishell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mishell paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mishell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Equitable Advisors
36yrs
Top 6% by experience at Equitable Advisors
Palisade Investments
33yrs
Top advisor by experience at Palisade Investments
Palisade Investments
30yrs
Top 16% by experience nationwide
Palisade Investments
30yrs
Top 16% by experience nationwide
Palisade Investments
27yrs
Top 24% by experience nationwide