Jay Tapp
Executive Director, Area Manager for Greater Charlotte and Western NC
- Role
- Area Manager at Wells Fargo Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jay Tapp
As an Area manager with Wells Fargo Advisors, I am responsible for identifying opportunities to help Advisors grow their business in the greater Charlotte and Western NC markets. I take pride in being an advocate for my advisors and helping them to successfully serve their clients and build relationships. Whether in an independent or bank aligned model, I am committed to focusing on individual relationships, enhancing partnerships and building effective teams. My personal mindset is to challenge what may present hurdles to our effectiveness and to listen to those ideas where we can improve the client (and Advisor) experience. I am a native of North Carolina and have lived in the Charlotte market for over 20 years. I highly value the teams I have been a part of and the personal relationships that I have forged over the last 30 years starting with Wachovia in Winston Salem NC through my current position with Wells Fargo Advisors in Charlotte NC. This information is intended for use by residents of AR, MA, NC, TX, and UT only. For further information about my background and current responsibilities, please contact 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
Area Manager
Oct 2022 — Present
Skills
- Securities
- Financial Analysis
- Mutual Funds
- Finra
- Management
- Series 24
- Financial Services
- Wealth Management
- Investment Advisory
- Equities
- Series 7
- Asset Allocation
- Investments
- Series 63
- Insurance
- Risk Management
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