Adam

Advice Manager at Wells Fargo Advisors

Role: Advice Manager at Wells Fargo Advisors
Location: Salt Lake City, UT, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Adam

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Experience

Advice Manager
Wells Fargo Advisors
Aug 2014 — Present · Salt Lake City, UT, US

Education

Alta High School
High School Diploma
1995 — 1997
University of Utah
Bachelor of Science (B.S.)
2000 — 2006

Skills

Financial Analysis
Investments
Risk Management
Management
Sales
Variable Annuities
Fixed Annuities
Annuity Sales
401k
401k Rollovers
403 B
Term Life Insurance
Life Insurance
Iras
Roth Ira
Traditional Ira
Brokerage
Sales Management
Relationship Management
Asset Allocation
Financial Advisory
Financial Services
Insurance
Retirement Planning
Retirement
Retirement-Plan Consulting
Retirement Savings
Securities
Equity Indexed Annuities
Indexed Annuities
Finance
Wealth-Preservation Planning
401k Options

Contact information

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Work email
a••••••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••97

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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. 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 Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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About Adam

Experience

Advice Manager

Education

Alta High School

University of Utah

Skills

Find verified contacts for anyone on LinkedIn