Carolyn Porter CPWA®, CRPC® and Michael Nunno CIMA®, CFP®
Managing Director-Investments, Senior Financial Advisors

Managing Director - Investments, Senior Financial Advisor

Introducing others to our team

carolyn at desk july 2023.jpg



As a client, you are in a unique position to introduce others to our team, so that they, too, might benefit from our services.

Whom should you introduce?

Family members, friends or associates who share your attitude, lifestyle and level of wealth accumulation.
Many of our clients are professionals  and business owners.
 
Why should you introduce someone?

  • Our mission is to provide outstanding service and sound financial advice.
  • All discussions are strictly confidential.
  • There is no obligation or cost associated with an introductory meeting.
  • We will treat your friend or family member with the same respect and courtesy that we offer you.
We very much appreciate your business and hope to work with you for many years to come.

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 (AZ, CA, CO, DE, FL, GA, ID, IN, MA, MD, ME, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.