Meet Our Team
Dustin Elo, CFP
Senior Financial Advisor
Senior Vice President - Investments
I am a proud graduate of the Rawls College, School of Business, Texas Tech University. In July of 2008, I joined Wells Fargo Advisors. We've seen a lot from the market since then and we have the knowledge and experience to make informed decision going forward. In 2011, I achieved the designation of CERTIFIED FINANCIAL PLANNER® from the College of Financial Planning through Southern Methodist University. CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
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, MO, MS, NC, NV, OK, SC, TN, TX, 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
Certificates
CFP

Lori Winfield
Senior Registered Client Associate
Email Address
lori.winfield@wellsfargo.comPhone Number
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Why 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.