Anna Vazquez Email & Phone Number

Anna Vazquez is a Vice President and Lead Wealth Client Performance Analytics Consultant at Wells Fargo Advisors.As a member of The Palm Beach Group, Anna oversees sales support efforts by coordinating and completing client service-related projects and resolving operational issues. She manages investment functions for their high-net-worth clients, who are a varied group of business owners, entrepreneurs, and retirees.Anna regulates the workflow within the group, including identifying opportunities to improve efficiencies. She oversees the onboarding process, creates proposals, maintains records and administers accounts. Her role includes executing securities transactions, coordinating syndicate investments, and handling general operations for the team.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Wealth Management, Client Services, Asset Management, Mortgage, and 19 others.