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George C

Series 63, Series 65

McLean, VA

Wells Fargo Advisors

George Cabalu is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Outside of his advisory work, he owns and operates an income-related LLC based in Arlington, VA. 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, including niche areas like business-owner transition and special-needs analysis, and combines 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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Jon B

Series 63, Series 65

McLean, VA

Wells Fargo Advisors

Jon Bost is a financial advisor with Wells Fargo Advisors in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2020. He owns and operates LII Wealth Management, LLC, an investment-related business based in Ashburn, VA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and provides a broad range of specialized planning services for clients who meet certain net-worth criteria.

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

Series 63, Series 65

McLean, VA

Wells Fargo Advisors

Scott Mclaughlin is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Advisors since 2013. He has ownership interests in investment-related entities, including SFM Associates, Inc. and McLaughlin GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research, tools, and models, serving clients who meet net-worth thresholds and integrating advisory services with other financial product offerings.

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

Series 63, Series 65

McLean, VA

Wells Fargo Advisors

Michael Knowles is a financial advisor with Wells Fargo Advisors in McLean, VA, holding Series 63 and Series 65 credentials and with 15 years of industry experience. His prior roles include eight years at Wells Fargo Clearing and service as Loudoun County Commissioner of the Revenue. Outside of his advisory work, he owns and operates a rental property business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, employing 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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Erin J

Series 66

McLean, VA

Wells Fargo Advisors

Erin Jones is a financial advisor at Wells Fargo Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Advisors, she worked in education with Prince William County Schools and Cherry Creek Academy. 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, including retirement, education, and niche services, using Wells Fargo’s 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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