Willard Varnum

As your Financial Advisor, I can help you define and strive to meet your financial goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together with individuals, trusts, retirement plans, charitable organizations and businesses, my role is to help you create and execute strategies for wealth building and goal achievement. You will have access to some of the world's most seasoned and respected investment professionals, the highest level of professional service, a premier trading and execution platform and a comprehensive range of investment choices. After graduating with a finance and economics degree, I went on to work for Morgan Stanley for roughly 30 years before joining Wells Fargo Advisors. With an emphasis on continuing my financial education, I am a CERTIFIED FINANCIAL PLANNER practitioner from the Certified Financial Planner Board of Standards, Inc (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements. EQUITY COMPENSATION AWARDS Your equity awards as part of an Employee Stock Ownership Plan (ESOP) can play a significant role in your overall financial picture. As your Financial Advisor specializing in equity compensation, I'm here to help you align your equity compensation strategy with your broader financial goals. My goal is to help you to preserve and grow your wealth, by connecting you with the resources you need when you need them. COMPREHENSIVE INVESTMENT PLANNING It takes more than a single session to put your wealth to work in support of your life goals.