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Committed to the Success of Black/African-American Advisors & Clients

Wells Fargo Advisors is committed to creating progress for Black/African-American financial advisors and their clients, despite challenges that are still being overcome in our industry today. We believe that becoming the wealth management firm of choice for diverse advisors and clients starts with offering a supportive framework that helps advisors develop their careers and practices but also makes an impactful difference in the community itself. We want you to become a part of our push for progress, and invite you to learn more about the deep support mechanisms we have put in place.

Diverse Client Segments Team

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Clarence Nunn, Head of Diverse Segments for Wealth & Investment Management Clarence Nunn, Head of Diverse Segments for Wealth & Investment Management

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To ensure this commitment remains a top priority, our firm has created a business unit with resources in place to help grow our business. The Diverse Client Segments team, led by Clarence Nunn, is focused on: creating alliances to build a workforce that is representative of the clients and communities we serve, working across the organization to help close the racial wealth gap, and helping diverse communities flourish by providing investment guidance to both underserved and affluent communities as they build generational wealth.

Goals of the Diverse Client Segments team include:

  • Empower advisors to engage and grow their business with diverse clients and communities
  • Attract, develop, and retain diverse advisors and promote diverse teaming
  • Promote diverse representation in leadership
  • Create an inclusive, thriving environment for all employees

Over the past decade alone, we’ve helped thousands of advisors transition to Wells Fargo Advisors. We have a clear process and are well-versed on how to prepare for your move. We offer customized support through a dedicated consultant who will remain by your side throughout the transition process.

An ongoing emphasis on diverse recruiting extends across all roles and lines of business with Wells Fargo Advisors. Fostering a diverse and inclusive environment will help create a better experience for our clients and colleagues alike.

Attend Diverse Recruiting Events to See Our Commitment in Action

We host a variety of events designed to help diverse advisors understand what working with Wells Fargo Advisors will be like for them and for their clients. Events are held both virtually and in-person, and cover important topics such as:

  • How important is compensation, culture and community? Are YOUR needs being met?
  • How will your business look in 10 years? Are you positioned for the changes ahead?
  • What are your clients asking for? Do you have all the necessary resources to meet their growing needs?
  • How do you know when it's time to consider a move? What's your process in choosing the right firm?

Upcoming Events

Upcoming diverse advisor recruiting events include:

  • Women’s Summit and Due Diligence (In-Person, St. Louis) September 14th
  • Black/African-American Advisor Summit (In-Person, Houston) October 27th-28th

Hear Directly from Our Leaders & Advisors

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Joel Coleman, Market Leader, Indiana Market“Starting out as an advisor and working my way through our Branch Leadership Program, the firm has created a pathway for the future positioning leaders like myself to assume the highest roles of field leadership.”
Joel Coleman, (Market Leader, Indiana Market)

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No one can tell the story of the Black/African-American advisor experience at Wells Fargo Advisors than our own Market Leaders and Advisors. Learn more about their experiences in their own words.

Ensuring Advisors Are Positioned to Meet Clients’ Needs

Choices to Match Your Career Trajectory

It starts with identifying the right fit through our unique, multi-channel, business model. In an industry with fewer and fewer choices, our business model supports advisors with different backgrounds, needs, and preferences so they can serve clients in the manner best suited for them to sustain successful advisor / client relationships. From working as a financial advisor located with in a bank location, to the chance to lead your own practice as an Independent Advisor, there are many options designed to suit your career path. Learn more about the business channel options Wells Fargo Advisors offers.

Ascend Business Development & Coaching Program

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Sheila Jacobs, Market Leader, North Georgia Market“I left the firm for a brief period of time only to return more engaged, more committed and more assured that this was the right fit for me and for my career.”
Sheila Jacobs (Market Leader, North Georgia Market)

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Our Ascend Business Development Program is a one-on-one coaching experience with a former branch leader from Wells Fargo Advisors. Exclusively for Black/African American Advisors, the program is specifically designed to help diverse advisors grow their business by collaborating with their coach/accountability partner.

Through Ascend and a variety of other initiatives, Wells Fargo Advisors offers business development and coaching designed to:

  • Empower you to grow your business, focus, and deliver your value proposition.
  • Learn from former advisors and managers who have spent years in the field and understand some of the common experiences and opportunities of an African-American advisor.
  • Provide connectivity and introductions across Wells Fargo & Company to help you navigate and spend your time more efficiently.
  • Make one-on-one connections and enjoy regional peer share events that foster an inclusive community with other advisors in your area.

Wells Fargo Advisors African-American Community

Wells Fargo Advisors is committed to supporting African-American advisors through the creation of an inclusive community that spans regions and business units. Some high level highlights of the initiative include:

How Are We Addressing the Wealth Gap within the African American Community?

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Supplier diversity
We build relationships within the communities we serve through the development of certified diverse suppliers. end call out

In addition to our strong support and advocacy for our advisors, our firm is committed to help strengthen and empower the African American Community through:

  • Sustainable Housing
  • Advancing African American Home ownership
  • Support for small business
  • African American Suppliers
  • Lift Program
  • Corporate Philanthropy
Lu Reames, JD, CRCM, Compliance Manager, Enterprise President, Black African American Connection

I have witnessed with great encouragement over the last couple of years as Wells Fargo Advisors continues to evolve as an equitable and inclusive culture. I have also watched with exceptional pride as the Black community moves forward boldly to address longtime crippling ailments within our community…namely poor financial, mental and physical health.

There is an increasing groundswell within the Black community of brazen devotion to self-determination for our own future by first curing our own ailments. We all have a role to play. For our BAA African American Financial Advisors there is a unique opportunity to contribute mightily to better financial health of our community through education and professional services. We, as professionals, know and understand the importance of wealth accumulation over hyper-consumerism. It is imperative that we now teach and guide our community on this path to strong financial health and, with it, the keys to establishing legacy wealth.

As Enterprise President of the Black African American Connection (BAAC) Employee Resource Network, an organization that serves more than 17,000 employees, we welcome you to our firm. The BAAC is committed to changing the narrative and outcomes of the financial health of our community and invite you to join us!

The experiences discussed are specific to those associates listed and do not necessarily represent the views of Wells Fargo and may not be representative of the experience of other associates.

Lu Reames, JD, CRCM, Compliance Manager, Enterprise President, Black African American Connection

Your Success is Our Success

We offer more than a channel in which to affiliate, we offer a robust business and planning platform, competitive compensation, an FA Succession / Summit Program, a unique firm culture and ongoing investment in our advisors’ development through conferences, summits, forums and continuous training.

The growth, development and success of our advisors is critical to the overall growth of the firm. We take pride in the resources we offer our Black /African American advisors as they build their business, grow professionally and meet their clients’ needs. Our African American Initiative is an important element to their success. We’d love to discuss career options and community support with you – contact Angela Ruffin-Stacker today to set up a conversation.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.