Michael Rodriguez

Managing Director, Wells Fargo Advisors

Role
Managing Director at Wells Fargo Advisors
Location
Omaha, NE, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Michael Rodriguez

As an experienced wealth management executive, Michael currently leads the Nebraska Market for Wells Fargo Advisors. After graduating from Texas Christian University, Michael joined Merrill Lynch in as a Financial Advisor. In June 2008, Michael earned the designation of Chartered Retirement Planning Counselor. After becoming the Sales Manager for the Merrill Lynch Fort Worth Market in 2010, he ran the training program. A natural leader, Michael was soon named the Director of the New Mexico Market and was named the Bank of America’s Market President for the State of New Mexico. In 2016, Michael was named the Market Executive in the Oklahoma Market which included four offices in Oklahoma and three offices in Arkansas. In 2018, Michael returned to Texas and joined Stifel Nicolaus and managed offices in Dallas and Fort Worth. In June 2019, Michael joined Wells Fargo Advisors. And was named the Market Manager in Nebraska.Michael has a solid track record in recruiting, developing and managing teams, helping financial advisors with access to comprehensive wealth management and practice management technology. He remains a dedicated coach to the financial advisors he works with and works to ensure that they have access to the platforms, tools, and resources they need to pursue their professional and personal goals. Michael has been a board member of TCU’s Neeley School of Business and Frog Club And also has served on the board of MD Anderson’s Advance Team in HoustonMichael lives Omaha with his wife, Ashley, and their two children. This information is intended for use by residents of AR, AZ, CA, GA, KS, MA, NE, NY, SD and 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 InvestedWells 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

  1. Managing Director

    Wells Fargo Advisors

    Jun 2019 — Present · NE, US

Education

  • Texas Christian University

    Bachelor's Degree

    1996 — 2000

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Michael Rodriguez — Managing Director at Wells Fargo Advisors in Omaha, NE, US | Unifers