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Wednesday, October 4, 2023

Wells Fargo Launches Sports and Entertainment Programs to Meet Unique Wealth Management Needs


Sports and Entertainment Certified Wealth Management AdvisorSM Financial advisors can now appoint

San Francisco, June 7, 2023–(Business Wire) — Wells Fargo today announced a new sports and entertainment program focused on recognizing and supporting financial advisors serving clients in the sports and entertainment industry.

Wells Fargo has a long history of serving the complex needs of clients with significant wealth.With the availability of sports and entertainment certified wealth management advisorsSM (SE-AWMA) designation, financial advisors serving clients in these industries will be better equipped to help meet clients’ unique financial needs, including instant wealth, uneven income flow, philanthropy, and wealth and estate planning.

The SE-AWMA designation is the first professional designation offered by the Kaplan Institute of Corporate Financial Planning.

“The Sports & Entertainment program exemplifies our commitment to financial advisors and the affluent and high-net-worth clients they serve,” said Clarence Nunn, executive vice president of wealth and investment management. Service and support at its best, this development positions our business to expand in areas where we believe we can offer outstanding expertise.”

“Clients in these industries have different needs, and supporting our financial advisors with this designation gives them more credibility in serving them,” said Julie Caperton, head of private banking at Wells Fargo. “Sports and entertainment The needs of professionals often change over time – sometimes very quickly. We offer a diverse team of highly qualified specialists who can discover our clients’ personal financial goals and align these goals with their values ​​and aspirations be consistent.”

To learn more about the sports and recreation 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 of Wells Fargo & Company. WIM, which provides financial products and services through Wells Fargo & Company’s various banking and brokerage affiliates, is one of the largest wealth managers in the United States, 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 digitally through advisors at Wells Fargo Advisors, independent brokerage offices, advisors through Intuitive Investor and WellsTrade, and private banking experiences and banking centers.

Private Banking is an experience level for Wells Fargo & Investment Management (WIM) qualified clients. WIM provides financial products and services through affiliates of Wells Fargo & Company. Banking products and services are available through Wells Fargo Bank, NA, Member FDIC.

Brokerage services are provided 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, Member SIPC, an independent registered broker-dealer and non-bank affiliate 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 ), a leading financial services company with approximately $1.9 trillion in assets, proudly serves one-third of U.S. households and more than 10 percent of U.S. small businesses , and is a leading provider of middle market banking services in the U.S., we offer a diversified portfolio of banking, investing and mortgage lending products and services, as well as consumer and business finance, through four reportable operating segments: consumer banking and lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Finance. investment management. Wells Fargo is ranked No. 41 on Fortune magazine’s 2022 ranking of America’s largest companies. 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.

Also access Wells Fargo news, insights and views Wells Fargo Story.

Additional information can be found at www.wellsfargo.com | Twitter: @WellsFargo


Press Release Category: WF-PS

View source releases on businesswire.com: https://www.businesswire.com/news/home/20230607005205​​/en/

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Jackie Nohoff, 314-346-7670


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