About
Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.
Learn About Me
Franklin R. Etter II, CFP, AWMA, AIF
Executive DirectorBranch Manager
With two decades of experience, his approach incorporates providing asset and liability strategies, risk management, and integrating tax and estate planning strategies into client investment plans.
As an Executive Director, CERTIFIED FINANCIAL PLANNER™ professional, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary®, and Branch Manager to a large advisory office in Utah, Franklin understands the importance of professional development as well as the privilege and significant impact of leadership. Before he started his career he studied and graduated from the University of Utah with a Bachelor of Science degree in economics.
Prior to Wells Fargo Advisors he spent over 8 years at Morgan Stanley as a Financial Advisor and Portfolio Manager.
Franklin was raised by first-generation Americans from Switzerland and Haiti who taught him the importance of developing strong work ethic. As a long-time Utah resident, he enjoys spending his free time with his wife, Liz, cheering for his five children in various sports, and anything related to his beloved Paris Saint-Germain F.C Wells Fargo Advisors is not a legal or tax advisor.
CA Insurance License Number: 0F54936
Resident State: UT
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