With over 40 years of experience in the financial services industry, Fred Akers has dedicated his career to delivering customized, multi-generational investment guidance and wealth management strategies with a high level of personalized service. As a CERTIFIED FINANCIAL PLANNER® professional, he helps analyze every aspect of his clients' financial lives. This encompasses assets, liabilities and cash flow, and investment and tax strategies. With a clear understanding of each client’s current financial situation, Fred, along with his team, develops and executes an investment plan designed to help achieve well-defined objectives.
 
Through the firm’s Private Investment Management (PIM) program, Fred provides customized, discretionary authority over investments to a select group of his clients. As a senior PIM Portfolio Manager, he customizes diversified value-based portfolios utilizing the firm’s eMoney analytics tool1, which aligns his clients’ investments with their core goals and values. 
 
Fred has been recognized as a member of the Platinum Council from 2003 – 2025. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
 
He also received the Wells Fargo Advisors’ Spirit Award, which was established to recognize a select group of Platinum Council Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values. Fred has worked for Wells Fargo Advisors and its predecessors for more than 35 years. He began his investment career with E.F. Hutton after graduating from the University of Georgia with a bachelor’s degree in business administration.
 
A native of Atlanta, Fred is on the Board of Directors for a family foundation that contributes to charities in the Atlanta and Charlotte communities. He received the “Distinguished Alumni Award” for his contributions of time, energy and financial support at Baylor School in Chattanooga, Tennessee, where he also serves as a member of the Board of Trustees. In addition, he supports local charities, including Midtown Assistance Center, First Presbyterian Church and the philanthropic initiatives selected by Wells Fargo Advisors.
 


<sup>1 Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.

Wells Fargo Advisors does not provide legal or tax advice.</sup>

Freddie Akers, Jr. is a Financial Advisor for the Akers Wealth Management Group of Wells Fargo Advisors. Freddie acts as the team’s Client Relationship Manager, engaging with families to create personalized financial strategies and offer guidance on how to execute results-focused plans. As part of our group’s multi-generational planning approach, he specializes in working with younger clients to help them seek to realize their investment goals.

Freddie received his Bachelor of Arts from Southern Methodist University, completed the Business Bridge Program at the Tuck School of Business at Dartmouth College, and received his Masters of Business Administration from the Goizueta Business School at Emory University. Prior to joining the Akers Wealth Management Group, Freddie held various sales and marketing positions at Delta Air Lines, Starbucks Corporation, and Coca-Cola EuroPacific Partners. He holds FINRA Series 7 & 66 registrations along with health, life, and variable product licenses as well.

Freddie lives in Atlanta with his wife, daughter and son. As a native of Atlanta, he supports local organizations, including the Atlanta Community Food Bank, Skyland Trail, and his church. Freddie is also a member of the board of directors for The Akers Foundation. Away from work, he enjoys traveling, history, and learning about wines from around the world.

Luke Walton is a Financial Advisor with the Akers Wealth Management Group and leads the practice’s financial analysis and portfolio management related to clients' investment accounts. After joining the team in 2020, Luke obtained his FINRA Series 7 & 66 registrations along with life, health and variable life insurance licenses. Luke focuses on working with young professionals by helping them develop strategies for growing and protecting wealth. This includes constructing a properly diversified portfolio to help achieve financial success – one designed to maximize return and potential based on a client’s personal risk tolerance and financial objectives.

Luke received his Bachelor’s in Business Administration from Millsaps College in Jackson, Mississippi, focusing on Financial Services and Global Studies. After graduation, Luke began working full-time for Agent Consulting in Madison, Mississippi, where he served as a Financial Analyst while completing his Master of Business Administration from the Else School of Management at Millsaps College.

He has had a passion for soccer throughout his life. A native of Mobile, Alabama, Luke helped the community petition the city for local park advancements for recreational fields he used during his time as a high school and travel soccer team member. This helped improve field conditions for all local teams in the area. During his time at Millsaps College, he was a four-year member of the Men’s Soccer Team where his team received NCAA Division III Championship berth in 2015. Luke continues his passion for the game and enjoys playing to this day. He also enjoys hiking, boating, live music, and traveling.