Our Office Services

Our Office Services

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While Chris and Wendy are both available to help address any financial or investment-related service needs you may have, areas of specialty and focus are as follows:

Christopher Snively, MBA, CFP®
Managing Principal, 22 years with Wells Fargo Advisors Financial Network
christopher.snively@wfafinet.com 
 
FINANCIAL SERVICES
Investment Portfolio Design and Updates
Retirement Options / Consolidation Analysis
Retirement Income Planning
Charitable Giving Techniques
Education Planning and Funding
Risk Management and Insurance*
Cash and Liquidity** Management
Estate Planning Strategies


Wendy E. Kanters-Smith
Senior Registered Client Associate, 23 years with Wells Fargo Advisors Financial Network
wendy.KantersSmith@wfafinet.com

ACCOUNT SERVICES
Cash Movement (checks, ACH, wires, etc)
IRA Distributions
Beneficiary and Trust Certification Reviews
Statements, Tax and Other Documents
Online Access and Navigation
Third Party Authorizations
Registration Updates (address, phone, etc.)


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

**  Products and services are offered by bank and non-bank affiliates of Wells Fargo & Company

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
This information is intended for use only by residents of (AL, CA, CO, CT, FL, GA, IL, KY, MA, ME, MI, MO, MT, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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

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