Bill Wolfe
Senior Vice President - Investment Officer at of Wells Fargo Advisors
- Role
- Senior Vice President - Investment Officer at Wells Fargo Advisors
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
About Bill Wolfe
In addition to 30 years of managing investments across global markets and helping clients…
Experience
Senior Vice President - Investment Officer
Sep 2007 — Present · Charlottesville, VA, US
I provide discretionary asset management that allocates investments across all four asset classes: equities, fixed income, currencies and commodities. My strategy seeks to find favorable opportunities in all market conditions.I help my clients align their investments with their social policies. As a PIM Portfolio Manager, it is my duty to serve in a Discretionary Relationship with my clients. Only a limited number of the firm’s financial advisors have met the rigorous standards of portfolio management experience, advanced education and ethical standards needed to serve in this capacity. A select client base and a commitment to customization afford my clients a unique service experience.The PIM program is not designed for excessively traded or inactive accounts and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is
Education
Emory & Henry University
Bachelors, Computer Science
1990 — 1995
The American College of Financial Services
Masters, Financial Services
2012 — 2016
Liberty University
Candidate for Doctor of Business Administration
2027
Emory & Henry University
Bachelors, Economics
1990 — 1995
Skills
- Financial Advisory
- Investments
- Financial Analysis
- Asset Allocation
- Retirement Planning
- Financial Services
- Retirement
- Risk Management
- Securities
- Strategic Planning
- Investment Strategies
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