Rich Rogers

Executive Director - Area Manager for Wells Fargo Advisors

Role: Executive Director - Area Manager at Wells Fargo Advisors
Location: Santa Cruz, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Rich Rogers

As the Area Manager for Wells Fargo Advisors covering the San Jose to Carmel area, I have…

Experience

Executive Director - Area Manager
Wells Fargo Advisors
May 2023 — Present · Santa Cruz, CA, US
As the area manager for the Santa Cruz region, I am responsible for coaching and supporting a group of talented advisors to build their legacy and renew their commitment to helping our affluent clients achieve their personal and financial goals.

Education

The University of Texas at Arlington
Bachelor's degree
1985 — 1989

Skills

Leadership
Portfolio Management
Fixed Income
Mutual Funds
Relationship Management
Series 7
Investments
Investment Advisory
Strategic Financial Planning
Financial Services
Wealth Management
Equities
Asset Management
Operations Management
Financial Planning
Customer Service
Series 63

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
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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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About Rich Rogers

Experience

Executive Director - Area Manager

Education

The University of Texas at Arlington

Skills

Find verified contacts for anyone on LinkedIn