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Eleanor J
CFP®, Series 63, Series 65
Chesterfield, MO
Wells Fargo Advisors
Eleanor Jacobs is a CFP®-certified financial advisor with 32 years of industry experience. She is currently with Wells Fargo Advisors and has worked within the Wells Fargo organization since 2009. Outside of her advisory role, she has ownership interests in investment-related businesses including MAGIS, LLC and E JACOBS CFP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, wealth-transfer, and specialized services such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.
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 and its affiliates since 2014. Outside of his advisory role, he is involved in investment-related activities through his ownership interests in MAGIS LLC and Michael T. Waller Financial Services LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports and entertainment planning, utilizing proprietary research and planning tools.
Cynthia B
Series 63, Series 65
Chesterfield, MO
Wells Fargo Advisors
Cynthia Berry is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects.
Kelly W
CFP®, Series 66, Series 63
Chesterfield, MO
Wells Fargo Advisors
Kelly Waller is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. Prior to this, Waller worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Outside of advising, Waller holds a 16.6% ownership interest in MAGIS LLC, a financial practice based in Chesterfield, MO. 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 institutions. The firm offers a broad range of planning services using its proprietary research and tools, delivering tailored recommendations through advisor meetings and client summary letters.
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 designations and bringing 34 years of industry experience. His career includes extensive tenure within Wells Fargo's affiliated entities since 2009. Outside of his advisory work, he co-owns a small vineyard, Magis Farms LLC, located in Augusta, MO. 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 services, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and planning tools to deliver tailored recommendations.
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