Bikram Singh

Bikram Singh is a Senior Financial Advisor located in the Southern Division of Wells Fargo Advisors with more than 15 years of experience in financial services. In his work with high-net-worth clients, Bikram is passionate about wealth planning and building long-term, trusted relationships to enhance their financial well being. He assists them in effectively managing their wealth, first by identifying each client's unique goals and then by coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals. On the path to helping a client achieve their financial objectives, Bikram views his role as serving as an integral member of a client's advisory team in every step of the way. Bikram values working with a small group of clients in order to provide a curated experience to best fit their goals across multiple generations, and he specializes in personal/business transition planning, investment management, and family dynamics. As an organization that puts the client first, Wells Fargo Advisors has formalized approaches to both the art and science aspects of the wealth management journey. Bikram earned his master's degree in business administration from the University of Dallas in Irving, TX and bachelor's in finance & Investments from The City University of New York - Lehman College in New York. He also has associates in Computer Information Systems from The State University of New York in Valhalla, NY and applies his technical aptitude in his practice. Active in his community, Bikram likes volunteering his time to financially educate & share his life experiences with members in the community.