Alexis van Moppes

Business Growth Strategy Consultant at Wells Fargo Advisors

Role: Business Growth Strategy Consultant at Wells Fargo Advisors
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Alexis van Moppes

At Wells Fargo Advisors, we provide advice and guidance to help maximize all elements of your financial life, whenever and however you need 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 InvestedWells 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

Business Growth Strategy Consultant
Wells Fargo Advisors
Aug 2025 — Present · Charlotte, NC, US
As part of Wells Fargo Wealth & Investment Management, I help experienced financial advisors in the western U.S. unlock the freedom of independence through Wells Fargo Financial Network (FiNet).My focus is on strategic outreach—connecting advisors at major firms with a platform designed to fuel growth, flexibility, and control. I share FiNet’s story and value proposition, guiding advisors as they evaluate whether our resource-rich model aligns with their long-term vision.When the fit is right, I facilitate confidential introductions to our Field Partners for an in-depth business assessment—because every advisor deserves a clear path to building the practice they’ve always envisioned.Based in Charlotte, I’m proud to be part of a team that empowers advisors to take control of their future while leveraging the strength of a trusted brand.

Education

Coastal Carolina University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
2010 — 2014
Coastal Carolina University
Master of Business Administration (MBA), Business Administration and Management, General
2014 — 2015

Skills

Microsoft Word
Powerpoint
Microsoft Office
Microsoft Excel
Customer Service
Event Planning
Leadership
Organization
Public Speaking
Social Media
Social Networking
Teamwork
Time Management
Research
Facebook
Event Management

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
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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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