Our Team

 

Jeff LeClair  |  Hanane Lemlih  |  John DeMoors

Eric Rommell  | Maleknaz Razjouyan | Simon Wang  | 

 

Jeffrey W. LeClair

Senior Financial Advisor

Managing Director - Investments

Senior Institutional Consultant

Jeff LeClair and Hanane Lemlih's consulting practice is committed to providing investment advice that enables investors to make timely, well informed, and educated decisions. Jeff and Hanane's practice includes tax-exempt organizations, ERISA retirement plans, financial institutions, and high net worth families. No matter the type of client, LeClair-Lemlih's approach is to provide the best unbiased advice that is independent, objective, and specifically tailored to each client’s unique needs.

Jeff is a Managing Director- Investments and one of the firm’s few designated Senior Institutional Consultants. Jeff has been designated a member of the Premier Advisors Program based on his demonstrated high level of commitment to professional service.  He is currently a member of Wells Fargo Advisor’s highest level of achievement, the Chairman’s Council. His seven-person team brings years of industry and market experience in helping clients achieve their investment and spending goals with confidence. Working with one of the nation’s largest investment firms, his practice uses state-of-the art technology to help clients clearly define their vision, goals, values, and priorities, in order to create customized recommendations based on sound methodology and process.

Jeff has been recognized by Barron’s Magazine as one of the top financial advisors in the country in the state-by-state edition in Virginia for 2009-2016. Rankings were based on research by R.J. Shook, an independent researcher and author of the “Winners Circle” series of books, which profile the nation’s best financial advisors.  The advisors on the list epitomize best practices because they do the right things for clients. He has also been recognized as a top advisor in Financial Times 400 Top Financial Advisers in the Country for 2013-2016. In addition, Northern Virginia Magazine has recognized Jeff as one of the top financial advisors in Virgina for 2016. And Virginia Business Magazine has recognized Jeff as one of the top financial advisors in Virginia for the fifth straight year.  Finally, Jeff was named as one of the Top 100 Wirehouse Advisors in the country defined by assets under management by Registered Rep Magazine in September of 2009. He also has an award from the Washington Business Journal-National Association of Board Certified Advisory Practices (NABCAP) for 2012-2014. Jeff LeClair’s inclusion on these prestigious lists is a clear reflection of the outstanding commitment and personal attention he brings to every client he serves.

CA Insurance License #0F30394

Barron's Magazine- Barron's Top 1,000 Advisors, 2009-2014:  The rankings are based on date provided by over 4,000 advisors.  Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.  Investment performance isn’t an explicit component.
The 2015 and 2016 lists have more recently been called Barron’s Top 1,200 Advisors State by State. 

Northern Virginia Magazine’s annual Top Financial Professionals is a peer-nominated listing. Those professionals who received the most votes by their peers made it to the list. There is no cost for advisors to participate. The rating is not representative of any one client’s experience. Investment performance is not an explicit component.

Virginia Business Magazine-Rankings were based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.
 
Registered Rep’s-
The list of ‘Top 100 Wirehouse Advisors in America’ was created by Discovery Database, an online database of financial service intermediaries by the Financial Information Group of Shrewsbury, N.J.  Discovery has created a proprietary methodology for ranking FINRA registered representatives.  In this list, the advisors were ranked by assets under management using the Discovery-RR data base system.  In addition, the names on the list were vetted with each firm to double check accuracy.

Financial advisers-Rankings are based on data provided by investment firms.  Factors include assets under management, experience, industry certifications and compliance record.  Investment performance and financial advisor production are not explicit components.

NABCAP’s Premier Advisor-Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning.  Participants are objectively compared and evaluated numerically.  A minimum score must be attained for a practice to be considered for the final list, to participate.  The rating is not representative of any one client’s experience and is not indicative of past or future investment performance.


Hanane Lemlih

Senior Financial Advisor

Senior Vice President - Investments

Hanane is a Senior Vice President - Investments at Wells Fargo Advisors. She has been designated a member of the Premier Advisors Program.  This distinction reflects Hanane’s achievement of professional success by meeting or exceeding Wells Fargo Advisors’ high standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices. She heads our High Net Worth Practice and works closely with our affiliate, the *Private Bank, to bring advice and services to high net worth families. The various services offered include Financial Planning, Investment Management, Risk Management, Estate Planning, Personal Trust, Charitable Services, Customized Banking and Credit Solutions available through our affiliates.

Hanane has extensive experience in Wealth Management with Wachovia Wealth Management and Wells Fargo Private Bank and Wells Fargo Advisors. Having been with the firm for fourteen years, she has a unique approach to client relations and builds strong client relationships by putting her clients at the center of everything she does. She takes a customized approach to defining Wealth Management Solutions and Services to fit each client and their families.

Hanane has been recognized by Forbes as one of the America's Top 200 Women Advisors for 2016. Developed by SHOOK research, a ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue. 1

As a partner with Jeff, Hanane coordinates the delivery of financial strategies and advise that is designed to help clients make timely and well informed decisions. The team’s goal is to provide unbiased advice that is independent, objective, and specifically tailored to each client.

In keeping with her involvement in the community, she serves as a Board Director for the UDC Foundation and is an active member of numerous charitable foundations

CA Insurance License #0H02170

*Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.  Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice.

Forbes- America's Top 200 Women Advisors, 2016:  The rankings are based on algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria developed by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.


John E. DeMoors

Senior Financial Advisor

First Vice President - Investments

John has nearly twenty years of experience in the financial services industry and has worked closely with Jeff for more than fifteen years. He focuses on managing accounts and relationships primarily as an advisor to institutions, high net worth individuals, and the affluent market.  John has helped develop and implement the team’s contact management and performance review system.  In addition, due to his strong analytical proficiency he leads the team's investment committee with regard to mutual fund and ETF research and updates.  Finally, John works on assisting clients with their financial and retirement cash flow analysis. He has a Bachelor’s Degree in Economics with a minor in French from St. Lawrence University in upstate New York, where he attained All-American status on the Men’s Wrestling Team and was a member of Beta Theta Pi Fraternity.

CA Insurance License #0E06134


 

 

 

 

 

 

 

 

Eric Rommell, CIMA®

Financial Consultant

Vice President - Investments

Eric serves as the portfolio specialist on our team and coordinates our internal research and outlook.  He works closely with the analyst teams in our St. Louis headquarters, Manager Strategy Group for recommended investment managers and Advisory Services Group for market strategy and research.  One of Eric’s main functions is to make sure our clients have the most appropriate investment strategies per their investment objective and individual expectations.  He has 12 years of experience with the firm including his previous role as a Portfolio Specialist for the Investment Management Consulting Group (IMCG) in the St. Louis headquarters. His experience includes asset allocation analysis, investment manager search and selection, and investment policy development for high net-worth individuals and institutions such as endowments, foundations, trusts, and qualified plans.

 

Eric has earned the designation of Certified Investment Management AnalystSM, administered by Investment Management Consultants AssociationSM and taught in conjunction with The Wharton School, University of Pennsylvania. Eric holds his Series 7, 66, and 31 FINRA securities registrations and has a Bachelor of Science degree in Finance-Risk Management from Virginia Polytechnic Institute and State University.

 


Maleknaz Razjouyan

Registered Client Associate


Maleknaz serves as the client communication director and marketing specialist on our team. She is responsible for implementing our service model and helps our team formulate and execute our marketing strategy, as well as all client and partner communication.

Maleknaz has been with Wells Fargo since 2005 and joined us from Wells Fargo Private Bank. In her role with the Private Bank, Maleknaz interacted frequently with high net worth clients to help profile and identify client retention issues as well as potential new business opportunities across multiple product lines. She was successful at identifying financial needs while servicing high net worth clients and was able to constructed appropriate strategies to ensure client financial goals and retention were met. She holds a Bachelor of Science Degree in Finance and a Bachelor of Science Degree in Management from George Mason University.

Maleknaz currently holds her Series 7 and 66 FINRA securities registrations, as well as Annuity, Life and Health Insurance licenses.
 

 


Simon Wang, CFA®

Senior Registered Client Associate

Simon has been awarded the CFA® charter. He works closely with Jeff on portfolio analysis. He spends most of his time researching, drafting and updating investment portfolios by staying on top of current events that may influence our projected economic outlook. 

Simon currently holds the Series 7 and 66 FINRA securities registrations as well as Annuity, Life and Health Insurance licenses. Simon has an analytical background; he has a Bachelor of Science degree in Mechanical Engineering from University of Maryland and worked as a Construction Project Engineer prior to joining the firm in 2008.