Michael Fowler

Vice President - Senior Financial Advisor

Role: Vice President - Senior Financial Advisor at Wells Fargo
Location: Washington, DC, US
LinkedIn followers: 500 followers

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About Michael Fowler

At Wells Fargo, I assist affluent families, individuals, and institutions in achieving…

Experience

Vice President - Senior Financial Advisor
Wells Fargo
Sep 2024 — Present · Vienna, VA, US
As a seasoned Financial Advisor, I specialize in comprehensive financial planning, estate planning, and retirement strategies. I take a personalized approach to developing investment portfolios that align with each client\'s risk tolerance, time horizon, and financial goals, which allows me to provide tailored advice that helps clients navigate their financial journeys and achieve their aspirations.

Skills

Commodity
Financial Modeling
Due Diligence
Venture Capital
Portfolio Management
Corporate Finance
Capital Markets
Strategy
Financial Risk
Mergers & Acquisitions
Investment Strategies
Alternative Investments
Valuation
Risk Management
Etfs
Equities
Options
Finance
Fixed Income
Derivatives
Financial Analysis
Investments
Management

Contact information

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Work email
•••••@wellsfargo.com
Personal email
•••••@•••••.com
Direct dial
+12•••••••15

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Current company

Wells Fargo

Financial Services · 241K employees · San Francisco, California, United States

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

wellsfargo.com

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