Welcome, as a Senior Fundamental Choice portfolio manager, my passion is helping clients manage not just their financial futures, but to develop strategies designed to help clients reach their financial goals, supporting the causes they are most passionate about, and protecting their legacies. I am committed to providing my clients with the highest level of professionalism and personal service. The Fundamental Choice program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000. This information is intended for use by residents of AZ, CA, CO, CT, FL, MA, NC, NH, NY, PA, RI, TX, and VT 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 Retirement Planning, Portfolio Management, 401 K Rollovers, Tax Efficient Strategies, and 4 others.