Senior Vice President - Investment Officer at
Wells Fargo Advisors
Number of Clients
525
Average Client Size
$1,500,000
Member Since
2025
As a Financial Advisor, my team is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Our mission is to provide every client with targeted, comprehensive investment advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.
Policy Management & Economics
Obtained in 2013
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. Member FINRA/SIPC.
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