About David

David Galluccio joined Wells Fargo Advisors in 1997 and now has nearly 30 years of investment management experience. Prior to joining the firm, David worked with Salomon Smith Barney, where he managed corporate fiduciary relationships.

As a Private Wealth Financial Advisor, David becomes an integral part of his clients’ wealth management team, helping them achieve their goals and objectives. He works to simplify the client experience so that they can focus on what’s important to them.

Education

David attended Gonzaga University and earned a Bachelor of Science in Finance from California State University San Marcos. He also earned a certificate in Personal Financial Planning from San Diego State University. 

Away from the office

David and his wife, Arianne, live in Encinitas with their two daughters, Lilly and Sophie. Both girls are actively involved in riding horses, playing tennis and soccer, and playing guitar. Rounding out the family are their four pups – Bruno, Rocco, Cosmo, and Rosie. David has a passion for cooking and enjoys entertaining family and friends in his free time. 

Actively involved in giving back to his community, David serves on the board of Access Youth Academy, a sports-based youth development program whose mission is to transform the lives of underserved youth through academic enrichment, health and wellness, social responsibility, and leadership. He previously served as a board member for the San Diego Chamber Orchestra and worked with the Assistance League North County, where he advised the Finance Committee and assisted with the Footsteps program.

About Karl

Karl Freeman has dedicated 20 years to serving clients in the financial services industry and has spent the past 13 of those years with Wells Fargo Advisors. While working in bank branches, Karl has earned several recognitions from Wells Fargo Advisors and has been recognized by his peers for both sales and service.

At The Galluccio Private Wealth Group of Wells Fargo Advisors, Karl is responsible for account opening and maintenance, money transfers, coordinating meetings, and maintaining a superior level of service. Communicating with clients daily, Karl enjoys getting to know them on a personal level past their financial circumstances. Clients know they can count on Karl to resolve issues and complete tasks efficiently.

Education

Karl earned a Bachelor of Arts in Communications with an emphasis in Public Relations from San Diego State University. 

Away from the office

Born and raised in San Diego, Karl now lives in Pacific Beach with his wife of 15 years, KT, and their rescue dog, Sadie-Mae. In his free time, Karl enjoys travelling overseas, surfing, running, hiking, snorkeling, and any activity involving the ocean. He is also a dedicated volunteer in his community with Meals on Wheels, Ronald McDonald House, and Junior Achievement.

About Lee-Ann

For an impressive 30 years, Lee-Ann Hodapp has worked with clients in the financial services industry – 10 of those years have been spent with Wells Fargo Advisors. Lee-Ann’s work involves supporting many aspects within our team. She attends client review meetings and works closely with David to update their Envision® plans to ensure they are current and reflect each client’s goals and full financial picture. Additionally, she handles operational duties in regard to client requests and maintenance.

Lee-Ann enjoys being a part of a financial team that serves an affluent client segment, as it affords her the opportunity to work closely with families and get to know them on a personal level. The team’s clients feel like family to her, and she prides herself on delivering excellent customer service to each of them. Over the course of her career, Lee-Ann has received several sales and service awards. 

Education

Lee-Ann earned her bachelor’s degree in finance from San Diego State University. After joining the industry, she also earned her Series 7 and 66 securities registrations.

Away from the office

Born in Boston, MA, Lee-Ann later moved to the San Diego area. She now lives there with her husband, Bill, and together they have three adult children, Michael, Karly, and Joey, and one grandchild, her granddaughter, Amelia. Lee-Ann’s favorite activities include biking along the beach, hiking, and spending time with her family and dogs, Murphy and Dezi. She also loves Italian food!

About Steve

Stephen McNally is a Senior Investment Strategist for Wells Fargo Private Bank, N.A. in the San Diego, Inland Empire, and Palm Desert offices. He works with clients of The Galluccio Private Wealth Group of Wells Fargo Advisors to build comprehensive, customized, and diversified portfolios that help them address their investment objectives. 

With over 30 years of experience in the financial services industry, Stephen’s prior experience includes hedge fund management and alternative investments at Nicholas-Applegate Capital Management, management of Duncan Hurts Partners, L.P., and, most recently, serving as CIO and General Partner at SRM Partners, L.P.

Education

Stephen earned a Bachelor of Science in Chemistry from Trinity College. He went on to earn a Master of Science in Physical Chemistry/Quantum Mechanics from Yale University and an MBA in Finance from the Wharton School of Business at the University of Pennsylvania. 

To continue his education in the field, Stephen earned the Chartered Alternative Investment Analyst designation and is a member of the San Diego CFA Society.