William Wolfe

Company:

Wells Fargo Advisors, LLC.


Title:

Financial Advisor, Senior Vice President- Investment Officer


Phone:

800-533-4465


E-Mail:

william.wolfe@wellsfargoadvisors.com


Website:

www.williamwolfe.org


Facebook:


Twitter:


LinkedIn:

/in/williamwolfecfp

Bio

In addition to twenty years of managing investments across global markets and helping clients design wealth distribution plans; I am committed to critical skill development and have earned the following designations:

CERTIFIED FINANCIAL PLANNER™ ,
Chartered Retirement Planning Counselor®,
Chartered Advisor in Philanthropy®.

I have attended post-graduate seminars in Investments and Risk Management at the following business schools:

Harvard Business School,
Irwin Graduate School of Business,
Stanford Graduate School of Business,
Stern School of Business, and
Wharton School of Business.

Serving as the leader of the advisory team I work closely with my clients’ other professional advisors to help integrate their investments with their tax and wealth distribution plans.

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.

I have been recognized by Wells Fargo Advisors as a Premier Advisor, a distinction reserved for a select group of Financial Advisors and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.

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.

Video Feed

Blog Feed

Article Feed

News Feed

Photo Gallery

Latest Podcast

Q&A

Free Special Report!

The Top 10 Strategies

To Help Your Business Grow Fast!

Name:
Email:
America's PremierExperts®