Tim Fortner Email and Phone Number
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As Branch Manager of the Syracuse branch for Wells Fargo Advisors, my mission advocate the position that our firm is the firm of choice for Financial Advisors in our market. While also focused on maintaining our position as one of the most productive branches in the US, our local roots allow us to always stand in service to our Financial Advisors and their clients.As a former successful Financial Advisor, with Morgan Stanley, I understand the unique relationship between Financial Advisor and their clients. I support that relationship by providing access to an open architecture of products and services, which allows our Advisors to provide their clients the freedom of choice.My focus is on promoting a culture of excellence centered on trust-based advisor-client relationships while delivering innovative, top-notch investment solutions to help meet our clients’ complex needs. I am committed to adding client value and helping our Financial Advisors to grow their businesses.My philosophy around wealth management is about helping clients develop a plan to accomplish their financial goals. To accomplish this, we have assembled a great team of Financial Advisors that are first and foremost good people. They work tirelessly to understand their clients' deepest concerns and priorities and to build unshakeable trust in every client relationship.I am constantly seeking financial oriented professionals in the community, registered and those wanting to be, who want to join a growing community of outstanding achievers.*Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.This information is intended for use by residents of AL, AR, CA, CO, FL, IA, KS, MA, MO, NC, ND, NJ, NY, OH, OR, PA, SC, UT, and VA 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
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Executive Director - Branch ManagerWells Fargo Advisors Oct 2019 - PresentWorking closely with my Financial Advisors in the Syracuse Market we share a common goal: make sure our clients’ needs come first. We accomplish this by embracing a multi-generational advisory model so we can assist in seeking to maximize our clients’ current lifestyle through estate planning strategies, risk mitigation, gift-giving strategies, and tax-efficient investing while developing relationships with and wealth transfer plans for the next generation. At the end of the day, our goal is to help our clients succeed financially. It’s about honoring our relationship with our clients and being fully invested in their success.The support I offer my Financial Advisors comes from my teams' combined service of 69 years in our industry. Our goal is to help our FAs grow and achieve the practices that best support their needs in providing comprehensive wealth management for their clients. I, as does WFA, encourage the development of practices, diversity of ideas, and transitions to various platforms provided by WFAs to best benefit our clients.Additionally, I oversee all aspects of Branch Management including sales, recruiting, operations, administration, compliance, and HR for the Syracuse Market.Areas of Focus: Client Satisfaction, Client Experience, Advisor Professional Development, Diversity and Inclusion
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Senior Vice President | Complex Manager | Premier Manager (2016)Wells Fargo Advisors Sep 2011 - Sep 2019As Complex Manager, I was responsible for managing the Wells Fargo Advisors Upstate New York Complex composed of 7 branches and 94 Financial Advisors.and a half of taking over. We built a solid HUB management team that worked closely with the branches improving acceptance of our complex and national MBO’s. How did we do it? We recruited 13 Financial Advisors from the competition. We sourced, hired and trained 17 FAIT’s/ AFA’s/ FRA’s supporting new blood into the industry. Most importantly, we developed a client’s first approach to wealth management, providing my advisors with team-building skills and empowering our team of FAs and FCAs to succeed with their clients.
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Senior Vice President – Institutional Fixed Income GroupMorgan Stanley Aug 2009 - Sep 2011New York, Ny, UsI worked with a combination of Middle Markets institutional clients covering Tier 1 to Tier 3 fixed income products as a part of Morgan Stanley Smith Barney’s IFG group. Additionally, I worked with high net worth retail clients managing money in the Portfolio Management program. My efforts were recognized by the firm as I achieved club level production status. -
Senior Vice President - Branch ManagerMorgan Stanley Jul 2004 - Aug 2009New York, Ny, UsBased in Cleveland, OH I managed the Morgan Stanley Branch Complex which included Akron, OH. The lines of Branch business I managed included Wealth Management (Retail) in Cleveland and Akron and Institutional Sales in Cleveland which covered institutions in Ohio and all of Canada. The Branch Complex accounted for $32 million in annual revenue generated by a very diverse range of Financial Advisors business with 23% of those FA’s achieving council level producer status. Cleveland was one of few branches in the Morgan Stanley system to increase business in 2009. On a personal note, I was asked to speak on diversity hiring on a variety of industry panels. My recruiting efforts resulted in me being awarded fourth in the nation in recruiting for 2008. This was primarily due to my recruiting efforts which brought in $3,458,122 in additional revenue from the competition resulting in Branch profit margins 43% better than the national average.
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Vice President - Investments | Assistant Branch ManagerMorgan Stanley Jan 2002 - Jul 2004New York, Ny, UsI worked in the Chicago Mercantile Exchange branch, which, at the time, was one of the largest branches in the Morgan Stanley branch system, with a very diverse range of businesses from Consulting Group to middle markets futures. I headed up the recruiting effort for the branch bringing in 7 recruits with trailing 12 production of over $11 million in an 18-month period. Net new assets for the branch in 2003 were 2.5% vs. 1.1% for the firm. Achieved maximum of 25 points towards Branch Goals for 2003. Worked closely with 12 Directors Council, 3 Chairman’s Council, and 5 President’s Council FC’s in the branch.
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Vice President- Investments | Resident ManagerMorgan Stanley Dec 2000 - Jan 2002New York, Ny, UsI was the Manager-in-Charge of this new satellite branch which we opened the last week of December 2000. To staff the branch, we initially moved 10 FA’s from the Clayton and Gateway branches to the new branch. Working closely together with my management team to we recruited 6 FA’s from other firms for Chesterfield and 2 to replace transferred FA’s in the Gateway office for a total of 8 recruits in the first year. Hired one IA for Chesterfield.The branch went from zero to 18 FA’s (one over capacity) in five months. The branch had a trailing twelve production (including recruits) of $7.1mm.
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Vice President- Investments | Sales ManagerMorgan Stanley May 1999 - Dec 2000New York, Ny, UsI served as Sales Manager for two separate branches under two separate P&L’s and three locations. My primary duties included working with FCA development, recruiting, and sales promotions. I also became heavily involved with the operational aspects of the business.I was responsible for increasing FC headcount by 10% from 67 to 74 through new FCA hires and recruiting. Increased both GPM and AssetOne assets per firm initiatives. Recruited 3 FCs from other firms in 1999 and 1 FC from the competition in 2000. Hired and trained 11 FCA’s for the St. Louis Gateway, St. Louis Sales, and Poplar Bluff offices.
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2Nd Vice President-Investments | Financial ConsultantMorgan Stanley Apr 1992 - May 1999New York, Ny, UsI prospected and developed a book of retail clientele providing them financial guidance to achieve their financial goals through asset allocation and portfolio management using stocks, bonds, and other related investment vehicles.I was the Branch Product Coordinator for Guided Portfolio Management; Taxable Fixed Income; and, Morgan Stanley’s proprietary product, Access.Additionally, I assisted with the in-branch portion of FCA training/working daily with new FCAs.
Tim Fortner Skills
Tim Fortner Education Details
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University Of Arkansas At FayettevilleBanking & Finance
Frequently Asked Questions about Tim Fortner
What company does Tim Fortner work for?
Tim Fortner works for Wells Fargo Advisors
What is Tim Fortner's role at the current company?
Tim Fortner's current role is Executive Director, Senior Branch Manager at Wells Fargo Advisors.
What is Tim Fortner's email address?
Tim Fortner's email address is ti****@****ors.com
What is Tim Fortner's direct phone number?
Tim Fortner's direct phone number is +131487*****
What schools did Tim Fortner attend?
Tim Fortner attended University Of Arkansas At Fayetteville.
What skills is Tim Fortner known for?
Tim Fortner has skills like Investments, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Securities.
Who are Tim Fortner's colleagues?
Tim Fortner's colleagues are Elizabeth C. Cordiano, Cfp®, Hunter Vanderwaal, Shawn Tackett, Veronica Staley, Matt Aliaga, Pamela Martin, Edward Fishman Fishman.
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