W. Brian Avery

About W. Brian Avery

I have 38 years of experience in the financial services industry and enjoy the opportunity to learn new things every day. I work closely with my clients to understand their changing financial needs and help them map a strategy to achieve their goals. My wife Katherine and I have been married 34 years and we have two sons ages 30 and 27. We love to have family and friends join us at our lake cabin and to travel. We enjoy golf and tennis and walking our dog Griffin. Please contact me by e-mail b••••••••@wellsfargo.com or by phone 61••••••••90 South 7th Street 11th Floor Minneapolis, Minnesota 55402. I cannot respond to messages through LinkedIn. This information is intended for use by residents of AZ, CA, CO, FL, IL, IN, MI, MN, MO, ND, NM, OH, SD, VA, and WI 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 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. Financial Advisor

   Wells Fargo Advisors

   Apr 2016 — Present · Minneapolis, MN, US

Education

• University of Minnesota

  Bachelor of Arts (BA)

  1974 — 1978

Skills

• Wealth Preservation Planning
• Fixed-Income
• Equities
• Sales
• Mutual Funds
• Investments
• Finance
• Portfolio Analysis