Wells Fargo Advisors Solutions’ Financial Advisors

Our team of 200 Financial Advisors is:

  • Composed of registered financial professionals
  • Passionate about your success and putting your needs first
  • Committed to asking key questions and understanding your individual investment needs
  • Supported by the strength, stability, and resources of Wells Fargo Advisors
  • Conveniently available by phone Monday through Friday, 8 a.m. to 8 p.m. ET

Meet our team

Designed with you in mind, Wells Fargo Advisors Solutions is unlike a conventional investment relationship. Any of our 200 Financial Advisors can help you create a manageable, adaptable plan for navigating your financial future and will be devoted to delivering consistent, practical advice and guidance.

We look forward to getting to know you and helping you achieve financial confidence and direction through tailored advice and recommendations that support your individual needs and goals.

Reliable help on your terms

You can depend on our knowledgeable, registered Financial Advisors who will work with you on your terms to help you determine and follow your financial path.

Any of our 200 Financial Advisors can help you create a manageable, adaptable plan for navigating your financial future and will be devoted to delivering consistent, practical advice and guidance.

Once we have an understanding of how often you’d prefer to communicate with us about your goals and how much proactive financial advice you’d like, we’ll follow through with prompt replies to your calls and inquiries, provide timely answers to your questions as well as regular updates on topics that may affect your plan or be of interest to you.

Our promise to you

We’ll leverage our experience guiding many clients just like you – but we’ll adapt to your unique needs, history of investing experience, and preferred level of involvement in decision making.

We’ll provide financial advice and support through friendly and helpful conversations and communication on your terms. That means we’ll be:

  • Understanding of and knowledgeable about your needs
  • Supportive of your goals and realistic about helping you reach them
  • Respectful and empathetic at all times
  • Prepared to guide you with knowledge, resources, education, and advice
  • Communicating with you in straightforward language at intervals you choose
  • Capturing your investment goals and the advice we give you so every Financial Advisor on our team can help you any time you call

Next steps

  • Think about what’s most important to you in terms of investment advice. Do you prefer frequent communication and guidance, or periodic contact?
  • So we can best help you, be prepared to tell the story of what your life looks like now and how you hope it will take shape over time.
  • When you’re ready to invest, call us at 1-866-636-8339 to open an account.

Special Reports

A collection of the most recent thematic reports from Wells Fargo Investment Institute that cover varying topics of interest and importance to investors.

Read Our Insights
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