Wells Fargo Advisors Names Eddie Queen to Lead Digital and Automated Investing
ST. LOUIS – June 8, 2017 – Wells Fargo Advisors today announced it has named Eddie Queen head of Digital and Automated Investing, reporting to David Kowach, president and head of the firm.
Queen will lead the firm’s vision and strategy for combining technology with phone-based advisors to deliver personalized advice at scale to new and emerging investors, including the launch of the firm’s digital investing offering, Intuitive InvestorSM, later this year.
“Shifting consumer preferences and changing demographics are leading us to rethink how we deliver advice to clients, including those who may be investing for the first time,” said Kowach. “Through technology and client collaboration, Wells Fargo Advisors is shifting its business into the future, and Eddie’s team will play a key role bringing advice and investment strategy to the next generation in ways that are affordable for new and emerging investors.”
Digital and Automated Investing comprises the firm’s do-it-yourself WellsTrade® offering, its Solutions offering with phone-based advisors, as well as its hybrid Intuitive Investor offering for new and emerging investors. It is a complement to Wells Fargo Advisors’ full-service advice for affluent clients.
Queen most recently held positions as director of Digital Investing and head of Strategy for Wells Fargo Advisors, working closely with the firm’s Operating Committee to identify top business priorities and establish implementation plans. Before joining the firm, he held management and strategy roles across investment and banking at Citi and Smith Barney.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS), and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS. CAR-0617-00865
About Wells Fargo Advisors
With $1.6 trillion in client assets as of March 31, 2017, Wells Fargo Advisors provides investment advice and guidance to clients through 14,657 full-service financial advisors and 4,093 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the 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. All data includes Wells Fargo Clearing Services, LLC, (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC, as of March 31, 2017 www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 27 on Fortune’s 2016 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.