Matthew Olson
Business Growth Strategy Director at Wells Fargo Advisors
- Role
- Business Growth Strategy Director at Wells Fargo Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Matthew Olson
Email: m••••••••@wellsfargoadvisors.com Matt is the Southern Division Recruiting Director with Advisor Recruiting at Wells Fargo Wealth & Investment Management. Advisor Recruiting provides guidance on transitioning their business to Wells Fargo Wealth & Investment Management to a select group of experienced financial advisors and wealth management teams. Our mission is to help financial advisors create a smooth process for clients and successfully transition their business. Leveraging over 20 years of experience of industry experience, Matt works closely with financial advisors and wealth management teams to develop strategies that leverage Wells Fargo Wealth & Investment Management capabilities to meet the goals of their clients and business. The bottom line for every financial advisor relationship is to work collaboratively to instill a sense of an advisor at the center of an industry-leading client experience, choice regarding the business model aligned to your goals, and the opportunities to grow existing and new client relationships. As he continues to help Financial Advisors and Wealth Management teams navigate the complexities of moving firms, Financial Advisors have come to appreciate Matt’s ability to communicate effectively, knowledge of the Wells Fargo platform, and focus on client 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
Business Growth Strategy Director
Nov 2024 — Present · Atlanta, GA, US
Education
Viterbo University
Bachelor of Science (B.S.), Business Administration and Management
2001
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