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Lorraine Calcote, CFP, CDFA

Senior Financial Advisor, Senior Vice President - Investment Officer

It’s About More Than Your Investments

In today’s world, we’re all working harder than ever to bring our dreams to life. That’s why a wealth advisor should be more than someone who simply manages investments.

Your wealth advisor should understand who you are, what matters most to you, and where you want to go. They should help you navigate every financial decision—especially the unexpected curveballs life throws along the way.

A true advisor stands by your side through life’s transitions, offering support, options, and guidance during the tough times and celebrating the good times with you while looking ahead. A steadying hand when things feel uncertain. A trusted partner helping to guide you toward financial success—whatever that means to you.

Ready to Take the Next Step?

If you’re looking for a partner who truly listens, understands your goals, and walks with you through every chapter of your financial life, let’s start the conversation.

Reach out today and let’s build your path forward—together.

Put your future into focus today.

Working with Us

What to expect

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

Deliberate planning approach

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

Advice and guidance

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Investment Management

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

Maintaining Your Focus

We will set a schedule of meetings in order to keep up with you and your life. As time moves on small adjustments will need to be made to your goals and investments to reflect any changes to the economy, investments or inflation.

Follow through

Making plans and creating investments that match your goals is a great start, but life changes, your family may grow, your goals may change. We will continue to follow up with you to help ensure that your plan stays on track to accomplish what you want to accomplish.

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. I am here to listen and help you plan for your future with confidence. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let me help you develop an investment strategy that is flexible and tracks your goals.

Lorraine Calcote, CFP, CDFA

Senior Financial Advisor
Senior Vice President - Investments

Email Address

lorraine.b.calcote@wellsfargo.com

Phone Number

(702) 304-1301

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 planning 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 Advisors. I hold the CERTIFIED FINANCIAL PLANNER® 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.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, not is it meant to imply that the firm or its associates are acting as experts in this field.

Certificates

CFP, CDFA

CA State License

0L12617

Working Together for Your Wellbeing

We look forward to helping you achieve your financial goals.

Kyley Lung

Client Associate

Email Address

kyley.lung@wellsfargoadvisors.com

Phone Number

(702) 562-3962

I am a Client Associate, I support clients and advisors with a warm, service‑first approach. I pay attention to the details and provide friendly communication to help ensure that each client interaction is smooth, clear, and secure.

I work closely with my team to manage account processes, assist with onboarding, and help clients navigate required documentation with confidence and ease. I am  committed to providing a positive experience for every client I work with.

Outside of work, I enjoy traveling with my family and we are always planning our next adventure. I am also dedicated to my professional growth and have recently pursued further education as my first step to getting fully licensed as a Financial Professional.

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

Just starting your Financial Journey

Starting your financial journey? Trying to save for your first home? Pay off your student debt? You’re not alone. Most people begin with little savings and no investment experience. We’re here to guide you through the confusion and show you how to start investing the right way.

College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

Learn More

Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

Learn More

Business Owners

  Whether you’re launching a new business, expanding your current one, or getting ready to sell, we’re here to guide you. From understanding your numbers to mapping out your next move, you don’t have to navigate it alone.

Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

Learn More

Whatever Your Goals

Wedding planning, buying a second home, dream vacations—whatever you're envisioning for your life, we’re here to help you build the plan to get there.

The Psychology of Money

Our relationship with money is deeply personal, shaped by childhood experiences, cultural influences, and life events. These beliefs often operate silently in the background, guiding how we earn, spend, save, and invest. Psychologists and financial experts have identified six core money archetypes that reveal what money represents in your life.

Take a moment to see if you recognize yourself—or someone you know—while you explore the Psychology of Money.

Learn More

Lorraine Calcote, CFP®, CDFA®

1900 Village Center Circle
Las Vegas, NV 89134
Local Phone: (702) 304-1301
lorraine.b.calcote@wellsfargo.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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