About Wells Fargo Advisors

A Heritage of Client Service

Wells Fargo Wealth & Investment Management is one of the country’s leading providers of financial and investment services. Through an array of products, services, and specialists, we ask the questions and spark the conversations that help uncover the ever-changing complexities and values that impact the story of your wealth.

Wachovia Securities, LLC, which traced its roots to 1879, grew over the years through mergers with some of the industry’s most respected regional and national firms, including the 2007 acquisition of A.G. Edwards, Inc., by Wachovia Corporation. Throughout their histories, Wells Fargo Advisors’ predecessors were known for exceptional service based on trust and knowledge and for corporate cultures that put client needs above all else.

A Heritage of Client Service.png

WFII Facts at a Glance

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

100_ publications.png
120_ team members.png