Tim Fortner

Experience

1. Senior Vice President - Branch Manager

   Wells Fargo Advisors

   Oct 2019 — Present · Syarcuse, NY, US

   Working closely with my Financial Advisors in the Syracuse Market we share a common goal: make sure our clients’ needs come first. We accomplish this by embracing a multi-generational advisory model so we can assist in seeking to maximize our clients’ current lifestyle through estate planning strategies, risk mitigation, gift-giving strategies, and tax-efficient investing while developing relationships with and wealth transfer plans for the next generation. At the end of the day, our goal is to help our clients succeed financially. It’s about honoring our relationship with our clients and being fully invested in their success. The support I offer my Financial Advisors comes from my teams\' combined service of 69 years in our industry. Our goal is to help our FAs grow and achieve the practices that best support their needs in providing comprehensive wealth management for their clients. I, as does WFA, encourage the development of practices, diversity of ideas, and transitions to various platforms provided by WFAs to best benefit our clients. Additionally, I oversee all aspects of Branch Management including sales, recruiting, operations, administration, compliance, and HR for the Syracuse Market. Areas of Focus: Client Satisfaction, Client Experience, Advisor Professional Development, Diversity and Inclusion

Education

• University of Arkansas at Fayetteville

  Bachelor's of Science, Business Administration, Banking & Finance

  1981 — 1985