Managing Partners Joseph "Joe" Budd and Louis "Lou" Melone focus on providing comprehensive financial planning and professional asset management for high net worth individuals, corporations, endowments, and foundations. Both Joe and Lou completed the curriculum at the American College and the certification examination for their CERTIFIED FINANCIAL PLANNERTM certifications. Joe has a Masters Degree of Financial Services from the American College as well as the ChFC designation. Joe holds a Bachelor’s Degree from Walsh College of Accountancy and Business Administration. Lou has a Bachelor’s Degree from Northern Michigan University. Joe and Lou are members of the Financial Planning Association (FPA), the FPA speaker’s bureau and Walsh College Business Leadership Institute. They have conducted many workshops for business owners, corporations, trade associations like the MACPA, and individual investors on a wide range of topics.
This information is intended for use only by residents of (AZ, CA, FL, GA, IL, IN, LA, MI, MO, NC, NJ, NY, OH, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.
Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (MI, TN).
Investments in securities and insurance products:
ARE NOT FDIC-INSURED
ARE NOT BANK-GUARANTEED
MAY LOSE VALUE
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
