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Melinda W

Series 63, Series 66

Peachtree City, GA

Wells Fargo Advisors

Melinda Whitlock is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2009. Whitlock holds a Georgia law license, active since 1993. 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 planning menu for clients meeting a net-worth threshold, covering various specialized planning needs, and integrates advisory services with banking and 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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Glenda W

Series 63, Series 66

Peachtree City, GA

Wells Fargo Advisors

Glenda Whitlock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she serves as president of Largin Co, an investment-related business based in Fayetteville, GA. 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 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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Luke E

Series 66

Peachtree City, GA

Wells Fargo Advisors

Luke Ellis is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022. Prior to his advisory role, Ellis was associated with Auburn University and ClubCorp, and he spent twelve years working with Fayette County Schools. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, delivering planning solutions that span areas such as retirement, education, risk management, and niche services including business-owner transition and special-needs planning.

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

CFP®, Series 63, Series 66

Peachtree City, GA

Wells Fargo Advisors

Barry Ellis is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds Series 63 and Series 66 licenses and is based in Peachtree City, GA. Ellis has a significant role outside of advisory services as a 22% owner of M.E.B., LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, leveraging Wells Fargo’s 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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Jacob E

Series 66

Peachtree City, GA

Wells Fargo Advisors

Jacob Ellis is a financial advisor with Wells Fargo Advisors in Peachtree City, GA. He holds a Series 66 designation and has three years of industry experience, including roles at XL Sports and Clean Care prior to joining Wells Fargo Advisors. 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 investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs.

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