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Eldon L

Series 66

Atlanta, GA

Wells Fargo Advisors

Eldon Lu is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Citizens Bank and has experience in education at the University of Tennessee, Knoxville, and McMinn County High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products through a large network of advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jansen B

Series 66

Atlanta, GA

Wells Fargo Advisors

Jansen Bailey is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2024. Bailey serves on the finance committee of the Georgia Transplant Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, delivering tailored recommendations through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Chevyone W

Series 63

Atlanta, GA

Wells Fargo Advisors

Chevyone Williams is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 63 designation and 20 years of industry experience. Before joining Wells Fargo Advisors in 2024, Williams worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2024. Outside of advising, Williams owns and operates Delightful Vegan, LLC, a health and wellness business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial product sales and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Julie B

Series 66

Atlanta, GA

Wells Fargo Advisors

Julie Bailey is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2024. Bailey holds a Series 66 designation and is based in Atlanta, GA. She has ownership in Acunis Wealth Partners, LLC, where she is actively involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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