Gordon K. Anthony

About Gordon K. Anthony

Realizing that I have helped clients meet their goals is one of the most satisfying aspects of my job. Each client is unique, so it is very important to understand them by listening closely, utilizing discovery, and coordinating with professional within the organization and with the client\'s other professionals in order to help us pursue the best outcomes.As I truly get to know clients well, I am able to clearly prioritize their goals and priorities. This approach helps me in taking guesswork out of the process and aligns the work I do with what is most important to the client.NMLSR ID 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 InvestedThe Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A, Member FDIC.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Private Wealth Advisor, Senior Vice President Nmlsr Id 511435

   Wells Fargo

   Jan 2009 — Present · Palm Beach, FL, US

   As part of The Private Bank, my role enables me to focus my attention on providing clients with access to the most appropriate banking and credit resources that help them meet their financials goals. I work closely with the full team to make sure the resource that are recommended to the client are commiserate with their over all plan and long term objectives.