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Eleanor J

CFP®, Series 63, Series 65

Chesterfield, MO

Wells Fargo Advisors

Eleanor Jacobs is a CFP® professional with over 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. She has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Jacobs holds ownership in MAGIS, LLC and operates E JACOBS CFP, LLC, both investment-related ventures. 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 that include retirement, education, business-owner transition, and special-needs planning, delivering tailored recommendations through comprehensive 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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Michael W

Series 66

Chesterfield, MO

Wells Fargo Advisors

Michael Waller is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo-affiliated entities since 2016. Outside of his advisory role, he is involved with MAGIS LLC and Michael T. Waller Financial Services LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services with tailored recommendations supported by proprietary research and tools.

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

Series 63, Series 65

Chesterfield, MO

Wells Fargo Advisors

Cynthia Berry is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Merrill and Banc of America Investment Services. She has been with Wells Fargo Advisors and its affiliated clearing firm since 2016. 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 planning menu, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

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

CFP®, Series 66, Series 63

Chesterfield, MO

Wells Fargo Advisors

Kelly Waller is a CFP®-credentialed financial advisor with 34 years of industry experience. He is currently with Wells Fargo Advisors, having been with the Wells Fargo organization since 2016. Prior to that, he worked at A. G. Edwards & Sons, Inc. for seven years. Waller has a partial ownership stake in MAGIS LLC, an investment-related business based in Chesterfield, MO. 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 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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John L

Series 63, Series 66

Chesterfield, MO

Wells Fargo Advisors

John Lamping is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he co-owns a small vineyard in Augusta, MO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations across various planning areas.

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