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Deacon B

Series 65, Series 63

Atlanta, GA

Wells Fargo Advisors

Deacon Broda is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses. He has one year of industry experience, having joined Wells Fargo Advisors in 2025 after working in logistics and completing his education. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, employing proprietary research and tools to develop customized recommendations.

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

Series 66

Atlanta, GA

Wells Fargo Advisors

Matthew Kelly is a financial advisor with Wells Fargo Advisors in Atlanta, holding the Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Five Points Infrastructure Services, Purple Recovery Center, Brookwood Moving, Total Pro Roofing, and Alcove Surveying & Engineering. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with implementation available but optional.

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

Series 63, Series 65

Atlanta, GA

Wells Fargo Advisors

Liz Scherrer is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been affiliated with Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

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

Series 63, Series 65

Atlanta, GA

Wells Fargo Advisors

Joshua Watt is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he co-owns a family holding company for lake property and owns JJ Watt Enterprises, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, and uses proprietary research and tools to develop tailored recommendations.

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

Series 66

Atlanta, GA

Wells Fargo Advisors

Liane Kostakos is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked within various Wells Fargo entities since 2009, currently based in Atlanta, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

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

Series 66

Atlanta, GA

Wells Fargo Advisors

Shin Woo is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 18 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo-affiliated firms since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with clients able to choose whether and how to implement recommendations through various brokerage or advisory programs.

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

CFP®, Series 63, Series 66

Atlanta, GA

Wells Fargo Advisors

Russell Broda is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade within the Wells Fargo organization. Outside of his advisory role, he has ownership interests in several investment-related businesses, including Crossroads Wealth Management Group LLC and Broda Enterprises Ltd. 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 range of planning services supported by proprietary research and tools, with clients having flexibility in how they implement recommendations.

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

Series 66

Atlanta, GA

Wells Fargo Advisors

Jessica Jeffers 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 2026, she worked at Wells Fargo Clearing from 2023 to 2025 and Regions Bank from 2019 to 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of offerings, including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having discretion over implementation through various brokerage and advisory options.

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

CFP®, Series 63, Series 65

Atlanta, GA

Wells Fargo Advisors

Dean Andersen is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Andersen has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he is involved in producing a television show through Montana Society, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs, including niche areas such as business-owner transition and special-needs planning. The firm offers tailored recommendations supported by Wells Fargo research and integrates advisory services with other 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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