Jeff Sjolander
Managing Director - Wealth Advisor @Wells Fargo Private Wealth
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WORK HISTORY
Managing Director - Wealth Advisor @Wells Fargo Private Wealth
Minneapolis, MN, US
Responsible for advising high net worth individuals and families on a broad range of wealth management issues. Help clients identify their unique goals; then coordinate a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals.Also drive discussions around the personal importance of wealth and the impact wealth has on families, within the context of legacy and wealth transfer.
EDUCATION
UMN Carlson School of Management
BSB, Finance
UMN Carlson School of Management
MBA, Finance
SKILLS
ABOUT JEFF SJOLANDER
I am responsible for working with high net worth clients to assist them with the design and implementation of comprehensive wealth management strategies tailored to their precise needs, goals and aspirations. I take personal responsibility for the overall relationship with each of my client families by coordinating a team of specialists to help address the unique aspects of each client 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
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