Managing Director - Investments, Senior Financial Advisor

About Us

Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.

Location

We’re conveniently located. Give us a call or stop by.

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Our Commitment to You

We’ll make financial and investment recommendations with your best interest at heart.

Working with Us

We provide advice, guidance, and resources for your financial life.

Meet Our Team

Elizabeth Dahl

Elizabeth Dahl, AAMS

Senior Financial Advisor
Managing Director - Investments

Phone: 650.752.0409
Email: dahle@wellsfargo.com

Kelly James, AAMS

Senior Financial Advisor
Managing Director - Investments

Phone: 650.752.0485
Email: kelly.s.james@wellsfargo.com

Anthony Valle

Senior Registered Client Associate
Assistant Vice President

Phone: 650.752.0497
Email: anthony.valle@wellsfargo.com

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CO, FL, ID, IL, MI, MN, MO, TX, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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