Head of Financial Advisor Integration
Kim Ta is head of Financial Advisor Integration at Wells Fargo Advisors. Her team is responsible for recruiting experienced advisors and integrating them onto the company's various platforms. She also sits on the Wells Fargo Advisors Operating Committee.
Since joining the company in 2000, Kim has served in multiple leadership roles across the organization. Most recently, she was head of Client Service and Advice, where she oversaw extensive goals-based discovery and planning, portfolio alignment consultation, and more. She was also the director of Teams and Succession Planning, where she led a group dedicated to helping financial advisors effectively structure, develop, and manage their ideal team and oversaw programs that support team business planning, reporting, and recognition as well the creation of industry leading succession programs for retiring advisors. Her other roles included Support manager and Training and Communications manager – both for the Envision® platform – and director of Platform Management in the Innovation & Strategy group.
Kim is passionate about supporting diversity and inclusion across the industry. She is an active member of several Team Member Networks and is the co-chair of the Wells Fargo Advisors National Women’s Summit.
She lives in St. Louis with her husband, Sonny, and their three teenage children.
This associate is a registered representative of Wells Fargo Clearing Services, LLC.