Wells Fargo Launches Sports & Entertainment Program to meet unique wealth management needs
June 07 2023 - 9:00AM
Business Wire
Sports & Entertainment Accredited Wealth Management
AdvisorSM designation now available to financial advisors
Wells Fargo announced today a new Sports & Entertainment
Program focused on recognizing and supporting financial advisors
who serve clients within the sports and entertainment
industries.
Wells Fargo has a long history of serving the complex needs of
clients with significant wealth. With the availability of the
Sports & Entertainment Accredited Wealth Management AdvisorSM
(SE-AWMA) designation, financial advisors serving clients in these
industries will be even more equipped to help with their clients’
unique financial needs, including sudden wealth, uneven income
flows, philanthropy, and wealth and legacy planning.
The SE-AWMA designation is the first-of-its-kind professional
designation offered by the College for Financial Planning, a Kaplan
company.
“The Sports & Entertainment Program shows our commitment to
both our financial advisors, and the affluent and high-net-worth
clients that they serve,” said Clarence Nunn, Executive Vice
President of Wealth & Investment Management. “I believe we
provide the best service and support, and this development gives
our business a greater ability to expand in an area where we
believe we can offer great expertise.”
“There are distinct needs that clients in these industries have,
and supporting this designation for our financial advisors gives
them even more credibility when serving them,” said Julie Caperton,
head of Wells Fargo Private Bank. “Sports and entertainment
professionals often have needs that change over time — and
sometimes change very quickly. We provide access to a diverse team
of highly credentialed specialists who can uncover clients’
individual financial objectives and align those with their values
and aspirations.”
To learn more about the Sports & Entertainment Program visit
www.wfa.com/sportsentertainment.
Investment and Insurance Products: NOT
FDIC Insured / NO Bank Guarantee / MAY Lose Value
About Wells Fargo Wealth & Investment Management
Wells Fargo Wealth & Investment Management (WIM) is a
division within Wells Fargo & Company. WIM provides financial
products and services through various bank and brokerage affiliates
of Wells Fargo & Company and is one of the largest wealth
managers in the U.S., with more than $1.9 trillion in client
assets. WIM provides personalized wealth management, brokerage,
financial planning, lending, private banking, trust, and fiduciary
products and services to affluent, high-net-worth, and
ultra-high-net worth clients. WIM operates through advisors in
Wells Fargo Advisors, independent brokerage offices, and digitally
through Intuitive Investor and WellsTrade, as well as through
advisors in The Private Bank experience and banking centers.
The Private Bank is an experience level for qualifying clients
of Wells Fargo & Investment Management (WIM). WIM offers
financial products and services through affiliates of Wells Fargo
& Company. Bank products and services are available through
Wells Fargo Bank, N.A., Member FDIC.
Brokerage services are offered through Wells Fargo Advisors.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing
Services, LLC, and Wells Fargo Advisors Financial Network, LLC,
Members SIPC, separate registered broker-dealers and non-bank
affiliates of Wells Fargo & Company. WellsTrade® and Intuitive
Investor© brokerage accounts are offered through Wells Fargo
Clearing Services.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading financial
services company that has approximately $1.9 trillion in assets,
proudly serves one in three U.S. households and more than 10% of
small businesses in the U.S., and is a leading middle market
banking provider in the U.S. We provide a diversified set of
banking, investment, and mortgage products and services, as well as
consumer and commercial finance, through our four reportable
operating segments: Consumer Banking and Lending, Commercial
Banking, Corporate and Investment Banking, and Wealth &
Investment Management. Wells Fargo ranked No. 41 on Fortune’s 2022
rankings of America’s largest corporations. In the communities we
serve, the company focuses its social impact on building a
sustainable, inclusive future for all by supporting housing
affordability, small business growth, financial health, and a
low-carbon economy.
News, insights, and perspectives from Wells Fargo are also
available at Wells Fargo Stories.
Additional information may be found at www.wellsfargo.com |
Twitter: @WellsFargo
CAR-0523-03046
News Release Category: WF-PS
View source
version on businesswire.com: https://www.businesswire.com/news/home/20230607005205/en/
Jackie Knolhoff, 314-346-7670
jackie.knolhoff@wellsfargoadvisors.com
Wells Fargo (NYSE:WFC)
Historical Stock Chart
From Jun 2024 to Jul 2024
Wells Fargo (NYSE:WFC)
Historical Stock Chart
From Jul 2023 to Jul 2024