Nathalie Potvin

Financial Advisor at Wells Fargo Advisors

Role: Financial Advisor at Wells Fargo Advisors
Location: Phoenix, AZ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Nathalie Potvin

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs…

Experience

Financial Advisor
Wells Fargo Advisors
Dec 2011 — Present · Phoenix, AZ, US
Planning for retirementWhether you’re an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit, I can help you navigate the complex choices available to you. I offer assistance with a full array of retirement plans, including IRAs and IRA rollovers, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.Retirement income planningAn aspect of retirement planning that’s often overlooked is understanding how much annual income you should expect at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you reach your goals – whether you hope to maintain flexibility and control of the principal, have opportunities to grow the principal or increase the income, or have enough income to last the rest of your life.

Skills

Retirement Planning
Securities
Unit Investment Trusts
Business Owner Planning
Relationship Management
Long Term Care Insurance
Retirement
Bonds
Stocks
401k Rollovers
Stock Analysis
Insurance
Business-Succession Planning
Tax-Efficient Strategies
Financial Reporting
Investment Planning
Investments Strategies
Financial Analysis
Indexed Annuities
Strategic Planning
Fixed Income Strategies
Financial Advisory
Investments
Etfs
Variable Annuities
Mutual Funds
Asset Allocation
Risk Management
Financial Services
Retirement Savings

Contact information

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Work email
n••••••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••67

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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. 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 recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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