UBS Financial Services
47yrs
Top 1% by experience in Atlanta
9yrs
Shaundra Stapleton
Financial advisor at Wells Fargo Advisors
Shaundra Stapleton is a fiduciary financial advisor in Atlanta, Georgia, with 9 years in the industry. After two years at Raymond James & Associates and four years at Merrill, Shaundra joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office3890 Peachtree Rd, Atlanta, GA 30319
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2022 – 2024Raymond James & Associates, Inc.Previously
- 2018 – 2022MerrillPreviously
Questions to ask Shaundra
Tailored to Shaundra’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Shaundra
How do I contact Shaundra?
Call Shaundra’s local office at (404) 865-3470 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Shaundra Stapleton.
How long has Shaundra been a financial advisor?
Shaundra has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Shaundra hold?
Series 66. Tap any license on this page to see what it allows.
Is Shaundra a fiduciary?
Shaundra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shaundra paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Shaundra for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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