Lorraine Calcote, CDFA, CFP

I became a financial advisor because I believe understanding money, how it works, how it grows, and how it supports our lives?is one of the most empowering things a person can learn. Financial decisions often feel like a never-ending puzzle, and I find deep fulfillment in helping clients connect their core beliefs to their financial behaviors. My goal is to guide individuals in optimizing their resources to pursue meaningful life goals with clarity and confidence. Education is the cornerstone of my practice. I lead with knowledge and options, ensuring clients understand the mechanics of money, inflation, savings, investing, and taxes. I believe informed decisions are the best decisions, and I?m committed to helping people feel equipped to make choices that support their families and futures. With 28 years in the financial services industry, including roles at JPMorgan Wealth Management, LPL Financial, and Ameriprise?I bring a depth of experience to my role at Wells Fargo. I hold the CERTIFIED FINANCIAL PLANNER? (CFP?) and Certified Divorce Financial Analyst? (CDFA?) designations. I work closely with individuals who are ready to take a thoughtful, strategic approach to their financial future?whether they?re planning for retirement, growing a business, or navigating the complexities of professional success, including athletes and entrepreneurs. Outside the office, I'm passionate about travel, especially cruising and exploring new cultures. I'm an animal lover and enjoy playing pickleball. I've been involved with the Junior League and support veterans and military communities. My family includes my husband Blake, our two dogs Brooklyn & London, and our tortoise Tucson.