Senior Vice President - Investment Officer
Current
Jun 2016 - Present
AeroLeads people directory · profile
Daniel Latham, Cfp® Email & Phone Number
Senior Vice President - Investment Officer at Wells Fargo Advisors
at
Wells Fargo Advisors
1 work email found
@wellsfargoadvisors.com
3 phones found area 440
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Vice President - Investment Officer at Wells Fargo Advisors
Location
Greater Cleveland, United States
Company size
Who is Daniel Latham, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Latham, Cfp® is listed as Senior Vice President - Investment Officer at Wells Fargo Advisors at Wells Fargo Advisors, a with 15127 employees, based in Greater Cleveland, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 440, and a matched LinkedIn profile for Daniel Latham, Cfp®.
Daniel Latham, Cfp® previously worked as Senior Vice President - Investment Officer at Wells Fargo Advisors and Vice President - Wealth Management at Ubs Financial Services Inc.. Daniel Latham, Cfp® holds B.S. from Trinity College-Hartford.
Company email context
Email format at Wells Fargo Advisors
This section adds company-level context without repeating Daniel Latham, Cfp®'s masked contact details.
*@wellsfargoadvisors.com
71% confidence
AeroLeads found 1 current-domain work email signal for Daniel Latham, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Daniel Latham, Cfp®
Daniel Latham, Cfp® is a Senior Vice President - Investment Officer at Wells Fargo Advisors at Wells Fargo Advisors.
Current workplace
Daniel Latham, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wells Fargo Advisors
3 roles
Daniel Latham, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President - Wealth Management
Ubs Financial Services Inc.
Mar 2008 - Jun 2016
Second Vice President Investments
Smith Barney
Sep 1993 - Mar 2008
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
RF
Robert Ford, Cfp(R), Crpc(R), Aams(R)
Colleague at Wells Fargo AdvisorsCharlotte Metro, United States
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KM
Kristain Morris
Colleague at Wells Fargo AdvisorsRandleman, North Carolina, United States
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MC
Michael Cheng
Colleague at Wells Fargo AdvisorsDiamond Bar, California, United States
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MP
Manne Palan
Colleague at Wells Fargo AdvisorsSt. Louis City County, Missouri, United States
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TC
Tonja Casey
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States
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AG
Angela Glover
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States
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DF
David Finn
Colleague at Wells Fargo AdvisorsAkron, Ohio, United States
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AD
Aj Drobot
Colleague at Wells Fargo AdvisorsDuluth, Minnesota, United States
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LR
Leanne Robinson
Colleague at Wells Fargo AdvisorsBeaumont-Port Arthur Area, United States
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MV
Michael Van Horn
Colleague at Wells Fargo AdvisorsSun City, Arizona, United States
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Robert Ford, Cfp(R), Crpc(R), Aams(R)
Colleague at Wells Fargo AdvisorsCharlotte Metro, United States
View →
KM
Kristain Morris
Colleague at Wells Fargo AdvisorsRandleman, North Carolina, United States
View →
MC
Michael Cheng
Colleague at Wells Fargo AdvisorsDiamond Bar, California, United States
View →
MP
Manne Palan
Colleague at Wells Fargo AdvisorsSt. Louis City County, Missouri, United States
View →
TC
Tonja Casey
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States
View →
AG
Angela Glover
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States
View →
DF
David Finn
Colleague at Wells Fargo AdvisorsAkron, Ohio, United States
View →
AD
Aj Drobot
Colleague at Wells Fargo AdvisorsDuluth, Minnesota, United States
View →
LR
Leanne Robinson
Colleague at Wells Fargo AdvisorsBeaumont-Port Arthur Area, United States
View →
MV
Michael Van Horn
Colleague at Wells Fargo AdvisorsSun City, Arizona, United States
View →
2 education records
Daniel Latham, Cfp® education
B.S.
Trinity College-Hartford
Education record
Lake Ridge Academy
FAQ
Frequently asked questions about Daniel Latham, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Latham, Cfp® work for?
Daniel Latham, Cfp® works for Wells Fargo Advisors.
What is Daniel Latham, Cfp®'s role at Wells Fargo Advisors?
Daniel Latham, Cfp® is listed as Senior Vice President - Investment Officer at Wells Fargo Advisors at Wells Fargo Advisors.
What is Daniel Latham, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Daniel Latham, Cfp® at Wells Fargo Advisors.
What is Daniel Latham, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 440 for Daniel Latham, Cfp® at Wells Fargo Advisors.
Where is Daniel Latham, Cfp® based?
Daniel Latham, Cfp® is based in Greater Cleveland, United States while working with Wells Fargo Advisors.
What companies has Daniel Latham, Cfp® worked for?
Daniel Latham, Cfp® has worked for Wells Fargo Advisors, Ubs Financial Services Inc., and Smith Barney.
Who are Daniel Latham, Cfp®'s colleagues at Wells Fargo Advisors?
Daniel Latham, Cfp®'s colleagues at Wells Fargo Advisors include Robert Ford, Cfp(R), Crpc(R), Aams(R), Kristain Morris, Michael Cheng, Manne Palan, and Tonja Casey.
How can I contact Daniel Latham, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Latham, Cfp® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Daniel Latham, Cfp® attend?
Daniel Latham, Cfp® holds B.S. from Trinity College-Hartford.
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Daniel Latham, CFP®
3 email domains