Adam J. Fowler
Senior Vice President, Investment Officer | Financial Advisor | PIM Portfolio Manager
- Role
- Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors
- Location
- Fort Collins, CO, US
- LinkedIn followers
- 500 followers
About Adam J. Fowler
As your trusted Financial Advisor there are a number of wealth management issues we can discuss to help you work toward building, preserving and transferring your wealth: investments, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, gifting to children/descendants, charitable gifting, distribution of wealth at death and charitable inclinations at death. I have eleven years in the financial industry as a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner. I will provide you with strategic investment strategies, personalized plans and comprehensive advice to help you work toward achieving your financial goals. This information is intended for use by residents of AL, AZ, CA, CO, FL, ID, IL, MI, MN, MO, MT, NE, NV, TX, WA, WI, and WY only. Please contact me by email at a••••••••@wellsfargo.com or by phone at 97••••••••00 S. College Ave Fort Collins, CO 80525. I cannot respond to messages through LinkedIn 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 Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Financial Advisor, Senior Vice President - Investments
Apr 2019 — Present · Fort Collins, CO, US
Education
The University of Texas at Austin
Post Graduate Program in Artificial Intelligence for Leaders
2020 — 2021
University of St. Thomas - Opus College of Business
Certificate In Financial Planning Program
2012 — 2013
Colorado State University College of Business
Bachelor of Science, Major in Business Administration
2003 — 2006
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.