Taylor Wan, CWS, CFP

As the Branch Complex Manager in our Private Client Group here at Wells Fargo Advisors, I oversee a team of East Bay Financial Advisors and Client Associates, guiding them in delivering a premier wealth management experience to affluent and high-net-worth individuals and families in the East Bay. Our advisors take a holistic, planning-based approach, addressing the full scope of our clients' financial needs. With over 18 years in the financial services industry, I began my career as a Financial Advisor and have spent the past 13 years focusing on recruiting, mentoring, and retaining top talent. I have held various leadership roles, including Branch Manager and Regional Manager, and now serve as the Branch Complex Manager where I am committed to fostering growth and delivering exceptional client service. Prior to joining Wells Fargo Advisors, I have led high-performing FA teams at JP Morgan Wealth Management and at Charles Schwab. Wells Fargo Advisors, the third-largest brokerage firm in the country, supports career longevity for advisors through a multi-channel approach, tailored to advisor tenure and business focus. This includes opportunities within our bank-based Financial Advisors, Private Client Group (wirehouse), Independent Channel, and RIA platforms. I have called the Bay Area home for the past 13 years, where I live with my wife and two sons. In our free time, we enjoy hiking and exploring the natural beauty the Bay Area has to offer. If you are ever curious about Wells Fargo Advisors and would like to connect, please feel free to text/call me at 415-870-7678. CA Insurance License Number: 0L57723. Resident State: CA