Bringing a Planning Mindset to High Net Worth Clients

Hear more how Wells Fargo Advisors helps professionals with an intentional growth mindset thrive while providing for their high net worth and ultra-high net worth clients.

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Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect
Pouya Lavian
Managing Director Investments, Wells Fargo Advisors
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Wells Fargo Advisors

Wells Fargo Advisors is a leading investment firm offering flexible business models and comprehensive practice support, including advanced technology, wealth management tools, and succession programs. They provide adaptable business structures designed to evolve with changing goals and needs.

With a client-centric approach, Wells Fargo Advisors delivers face-to-face, phone, or digital advisory services tailored to individual preferences. Backed by renowned research analysts and strategists, they combine Wall Street expertise with Main Street values, providing personalized financial solutions to communities nationwide.

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