Don Steichen
Vice President - Investment Officer at Wells Fargo Advisors - Help clients simplify their financial lives and strive to provide financial confidence through effective investment planning. Retirement Lifestyle Coach.
- Role
- Vice President - Investment Officer at Wells Fargo Advisors
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Don Steichen
Running the 2019 Boston Marathon checked off a 25-year bucket list item. I’ve learned that with Passion and Determination you can achieve anything in life. These characteristics define my role as husband, father, friend, volunteer, and especially as a financial advisor.I am married to my beautiful wife Angelina, and together we have seven children. Between DIY projects, and attending church, our life balances family, work, community and faith. I also enjoy cycling, golfing, reading, and sand volleyball.Community and relationships are a huge part of who I am as a servant leader. I recently served on the boards of JDRF and of the Masonic Home for Children. I am an advocate for the Alzheimer’s Association. I am very active in several community organizations such as Freemasonry and Toastmasters.This information is intended for use by residents of AL, AZ, CA, DC, DE, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, and WA only.Contact me at (91••••••00 or 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
Vice President - Investment Officer
Jan 2022 — Present · Raleigh, NC, US
I want to understand what’s most important to my clients. Once I get a better idea of my client’s goals I use an established process to design a customized investment plant to help them achieve their goals. By partnering with my clients throughout their lives I help them stay on track to reach their goals.
Education
University of Phoenix
MBA, Masters of Business Administration
Skills
- Securities
- Asset Allocation
- Mutual Funds
- Investment Planning
- Customer Service
- 401k
- Ira Options
- Investments
- Estate and Legacy Strategies
- Investment Management
- Variable Annuities
- Life Insurance
- Finance
- Investment Strategies
- Management
- Indexed Annuities
- Retirement Planning
- Financial Services
- Leadership
- Financial Advisory
- Portfolio Review
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.