Meet Our Team
Dustin Elo, CFP
Senior Financial AdvisorSenior Vice President - Investments
As a Financial Advisor, my goal is to help you take a proactive approach to your personal financial situation. I am dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals.
This information is intended for use by residents of AZ, CA, CO, FL, GA, KS, MD, MI, MO, MS, NC, NH, NJ, NY, OK, OR, SC, TN, TX, VA, and WA only.
Please contact me by email at dustin.s.elo@wellsfargo.com, by phone at 469-252-0273 or stop by my office at 17 Cowboys Way, Ste 500, Frisco, TX 75034. I cannot respond to messages through LinkedIn.
CA Insurance License Number: 0N01405. Resident State TX
Lori Winfield
Senior Registered Client AssociateWhy Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.