Sam Pratt
Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
- Role
- Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Sam Pratt
As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of…
Experience
Financial Advisor, Managing Director - Investments
Jul 2006 — Present
As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust* and estate investment planning services, insurance products*, and much more.Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.*Through our Wells Fargo affiliates, clients have access to lending and banking services.Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.Please contact me by e-mail [S••••••••@wellsfargo.com] or by phone [70••••••29], I cannot respond to messages through LinkedIn InMail.
Skills
- Investment Strategies
- Microsoft Word
- Mortgage Banking
- Qualified Retirement Plans
- Microsoft Office
- Public Speaking
- Powerpoint
- Microsoft Excel
- Financial Analysis
- Social Media
- Financial Advisory
- Marketing
- Research
- Customer Service
- Retirement Savings
- Stock Market
- Investment Advisory
- Mutual Funds
- Investment Banking
- Investments
- Retirement Plan Consulting
- Insurance
- Long Term Care Insurance
- Leadership
- Retirement Planning
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