Monthly Teleconference Series

Welcome to our Monthly Teleconference Series


Christopher P. Yalanis, CFP® MBA
Managing Director - Investments
Branch Manager
Senior PIM Portfolio Manager

During the conference call Chris will discuss the economy, investment markets, and other relevant financial issues that affect our portfolio strategies and thus, our financial lives. Chris will provide current information about market events and describe their potential impact. In addition to the information discussed, at appropriate times of the year Chris will enhance the calls by providing relevant information such as IRA contribution strategies**, gifting strategies, and much more.

Friends or guests are welcome to join the call if they live in one of the following states: * AR, AZ, CA, CO, CT, FL, HI, IL, IN, LA, MA, ME, MO, NC, NE, NH, NJ, NM, NY, PA, RI, SC, TX, UT, VA, VT

Contact Darcy Coyle, Senior Registered Client Associate with questions:

401-848-3010 • 888-848-9738 • 


  • Wednesday November 8, 2023

  • Wednesday December 6, 2023

  • Wednesday January 10, 2024

  • Wednesday February 7, 2024

  • Wednesday March 13, 2024

  • Wednesday April 17, 2024

  • Wednesday May 15, 2024

  • Wednesday June 12, 2024

Conference Call Number: 1-800-857-6000
Conference Code: 504 801 6768

Please call 5 minutes before the start time. Enter the conference code and state your name.
The call is 10-15 mins long followed by Q&A. If you have a particular topic you would like to discuss or learn more about, please call or email your question or issue, in advance, so Chris can address it during a call.

** Wells Fargo Advisors does not render legal or tax advice**

We start with your life, and plan around it.