Byron Ellis

WORK HISTORY

ABOUT BYRON ELLIS

With over 20 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience in helping clients meet their retirement income needs - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. I began my financial services career as an Investment Executive with M.L. Stern in San Diego. I joined Smith Barney, where I worked for 5 years. Following this, I accepted a position of Senior Vice President at Wedbush Securities where I continued my career for 6 years. I then moved my financial practice to Wells Fargo Advisors. I have served Treasure Valley investors for 9 years, and look forward to helping them toward meeting their retirement income goals for many years to come. I served in the United State Coast Guard Reserve for 8 years, based out of Yaquina Bay, in Newport, Oregon. I was also a member of the NAIA Men\'s Collegiate Basketball Team at Cascade College in Portland. Away from the office, I am an assistant coach for the Meridian High School Boys Varsity Basketball team. This information is intended for use by residents of AK, AR, CA, CO, FL, ID, IL, IN, KS, MO, NM, NV, NY, OR, PA, SD, TX, UT, VA, and WA only. Insurance licensed in the following states: ID, CA, MO, NC, OR, TX. CA License Number 0D76720. Wells Fargo Advisors 101 S Capitol Blvd, Ste 700 Boise, ID 83••••••••22 b••••••••@wellsfargoadvisors.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 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social