Michael J. Pope, CFP®

    Senior Vice President – Investment Officer
    Private Investment Management (PIM®) Portfolio Manager


    fav P20_188x263.jpg Michael is a CERTIFIED FINANCIAL PLANNER™ professional and Private Investment Management (PIM®) portfolio manager. With over two decades of experience navigating major shifts in capital markets, Michael has dedicated his career and focus seeking to deliver the personalized investment planning services his clients deserve. He offers a holistic approach to wealth management, working to assist his clients in creating, preserving, and distributing wealth in a tax-efficient manner.

    Michael has been employed with Wells Fargo Advisors and its predecessor firms for the entirety of his career – over 20 years. Driven by the desire to provide an elite level of comprehensive investment planning to his clients, he dedicated himself to completing the approved educational program, rigorous examination, and stringent experience prerequisites required to obtain the CFP® certification in 2007. Most recently Michael was promoted to Senior Vice President – Investment Officer, as well as a achieving the Private Investment Manager accreditation.

    Residing in Palm Beach Gardens with his wife Laura and their son Christopher, Michael and his family enjoy spending time outdoors with their two rescue dogs Zoe and Luci. Michael also enjoys golfing, fishing, and traveling.

    In 2008 Michael’s son Christopher was diagnosed with autism – an experience that has given him unique insight into legacy planning, wealth transfer, and estate planning. A sitting member on multiple boards dedicated to supporting Christopher and his peers, much of his personal time is spent taking active involvement in local organizations aimed at assisting those with similar disabilities to live independently.

    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

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    For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

    Investment products and services are offered through Wells Fargo Advisors. 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.

    Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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