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Heather May is listed as Senior Registered Client Associate at Wells Fargo Advisors, a company with 15127 employees, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Heather May.
Heather May previously worked as CRG Divisional Governance Specialist at Wells Fargo Advisors and Paraplanner at Ameriprise Financial Services, Llc.. Heather May holds Early Childhood Education And Teaching from Sam Houston State University.
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I have over 16 years of experience with Wells Fargo in a variety of roles. I am passionate about using the knowledge I've gained in customer service, management and compliance to partner with my Financial Advisors and our clients to enhance their relationship by walking them through the processes every step of the way to ensure an excellent client experience. I assist with completing their requests efficiently and timely, while also paying attention to detail for accuracy, which allows my Advisors to focus on helping our clients meet their lifetime dreams by building, protecting and transitioning their wealth appropriately. This information is intended for use by residents of GA, IL, LA, MO, MS, NY, OH, TX, and UT 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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Houston, Texas, United States
I partner with my Financial Advisors and our clients to enhance their relationship by walking them through the processes every step of the way to ensure an excellent client experience. I assist with completing their requests efficiently and timely, which allows my Advisors to focus on helping our clients meet their lifetime dreams by building, protecting.
Houston, Texas, United States
I partnered with Branch managers, operations managers, market leaders, compliance and other members of the leadership team to supervise Financial Advisors in the Greater Houston Market in accordance with Wells Fargo and FINRA policy and procedures, with a focus on providing excellent Advisor and Client experience and managing risk for the advisors, clients.
Houston, Texas, United States
I supported the team at Tiras Wealth Management with transactional support including trading, money movement assistance, wire transfers, form preparation, new account opening and account maintenance transactions. I helped maintain the office file system for compliance and provide any additional support Scott Tiras and the team required.
Saint Louis, MO
I supervised, trained and coached Trading Service and Client Service Representatives in the Wells Fargo Advisors Investment Contact Center. I facilitated team meetings, coordinated additional skill training sessions, and organized Volunteer Events for the team. As a Qualified Supervisor I provided approvals on large orders and complex trades, had the.
1 N. Jefferson Ave, St. Louis, MO 63103
I trained and coached trading service and client service representatives to providing excellent customer service and increasing their efficiency and knowledge of the financial service business. I handled complex client issues and complaints.
1 N. Jefferson, Saint Louis, MO 63103
As a Financial Advisor in the Solutions Group of Wells Fargo Advisors, I helped clients succeed financially by reviewing their needs and goals and providing solutions tailored to those needs. I was licensed to work with clients in all 50 States.
851 Winscott Rd. Benbrook, TX 76126
As a Personal Banker, I helped clients succeed financially by helping them with budgeting, money management and retirement planning. I was also a Loan Officer.
Dallas/Fort Worth Area
I helped clients enrich their lives by matching them with Season Tickets to the Fort Worth Symphony's programs. I also participated in multiple fundraising campaigns for the symphony.
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
Bill Copsey
Colleague at Wells Fargo Advisors
Lakeville, Minnesota, United States, United States
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Hunter Vanderwaal
Colleague at Wells Fargo Advisors
Des Moines Metropolitan Area, United States
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SR
Sherrie Robinson
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
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KC
Katherine Cione
Colleague at Wells Fargo Advisors
Little Silver, New Jersey, United States, United States
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Daniel Rynkar
Colleague at Wells Fargo Advisors
New York City Metropolitan Area, United States
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JS
Juliet Skaggs
Colleague at Wells Fargo Advisors
Louisville Metropolitan Area, United States
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Russ Doyle
Colleague at Wells Fargo Advisors
Long Beach, California, United States, United States
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Lisa Peterson
Colleague at Wells Fargo Advisors
Denver Metropolitan Area, United States
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AA
Aladdin Al-Akhras
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
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MB
Megan Breneman
Colleague at Wells Fargo Advisors
Washington DC-Baltimore Area, United States
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Activities and Societies: Cornerstone Honors Program Graduate, Phi Theta Kappa Member
Activities and Societies: National Honor Society, National Honor Society for Students of German, German Club, Writer's Guild
Quick answers generated from the profile data available on this page.
Heather May works for Wells Fargo Advisors.
Heather May is listed as Senior Registered Client Associate at Wells Fargo Advisors.
Heather May is based in Houston, Texas, United States while working with Wells Fargo Advisors.
Heather May has worked for Wells Fargo Advisors, Ameriprise Financial Services, Llc., Mary Kay Global, Wells Fargo, and Fort Worth Symphony Orchestra.
Heather May's colleagues at Wells Fargo Advisors include Bill Copsey, Hunter Vanderwaal, Sherrie Robinson, Katherine Cione, and Daniel Rynkar.
You can use AeroLeads to view verified contact signals for Heather May at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
Heather May holds Early Childhood Education And Teaching from Sam Houston State University.
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