William M. Terrell, PFS
Managing Director – Investments
PIM Portfolio Manager
Phone: 415.919.6974
Email: william.terrell@wfa.com
Fiona Lam, CFP
First Vice President – Investments
Phone: 415.919.6972
Email: fiona.lam@wfa.com
Fiona works with high net worth individuals, families and business owners who seek to achieve long-term financial security and success. She values building strong, lasting relationships with her clients and is intentional about taking the time to educate them about opportunities in order to help them make informed decisions about their futures. Her passion to make a difference in her clients’ lives is fueled by her own personal experience that you can achieve anything with the right planning and support in your corner.
Fiona grew up in Sacramento and made her home in San Francisco after attending college in San Jose. Today she lives in the city’s Financial District. Fiona is proud to be part of a close-knit refugee family and shares strong bonds with her sisters and brothers. Fiona currently serves on the board of Project Avary, a community-based advocacy organization for children with incarcerated parents. In her spare time Fiona enjoys cooking, reading, writing and traveling.
CA Insurance License number: 0G93976. Resident State CA
Education:
San Jose State University, B.S. Business Management, Marketing
Professional:
Merrill Lynch Peirce, Fenner and Smith 2013–2021
Wells Fargo Advisors 2021–present
Credentials:
CERTIFIED FINANCIAL PLANNERTM professional
Certified Plan Fiduciary Advisor (CPFA®)
Certified Divorce Financial Analyst®
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.