Wells Fargo Advisors is one of the nation’s premier financial services firms. We bring to our individual, corporate, and institutional clients a distinguished heritage in full-service brokerage and asset management, as well as access to lending, trust, and investment banking expertise through Wells Fargo affiliates.
Because my practice is backed by the strength of Wells Fargo Advisors, I have access to robust capabilities that help you meet your wealth management goals. My boutique practice is a small piece of a larger movement toward wealth management that’s entirely centered on the client experience.
Wells Fargo Advisors at a glance*
About 12,000 Financial Advisors*
|
Administers more than $1.8 trillion in client assets
|
| Third-largest full-service provider of retail brokerage services in the United States.** |
*Data as of September 30, 2021
**Based on number of Financial Advisors