Jeffrey Werner Email & Phone Number

Since 1996, I've helped clients address their investment and retirement needs by focusing on their individual objectives and life goals. I primarily work with families, retirees, and trusts and aim to provide sound wealth management and planning services. My goal is to develop a plan that evolves as your life unfolds. First, based on interviews with the client, specific short and long-term financial and investment objectives, as well as risk tolerance, are determined. Second, using the Wells Fargo Advisors Envision® process, a detailed investment strategy that seeks to meet these goals is constructed and implemented. Third, the strategy and its response to market conditions is reviewed with the client to ensure the plan is on track toward meeting client goals. Finally, a communication plan is implemented based on the specific needs and comfort level of the client.I believe strongly in supporting my community and am involved in numerous community organizations. A native of Appleton, I attended the University of Wisconsin – Madison, graduating in 1987. Along with my wife Beth and our two children, Matt and Megan, I enjoy spending time at our family cottage in Northern Wisconsin and participating in all the recreational activities that area offers, including boating, snowmobiling, and all forms of skiing. Beth and I also enjoy traveling and getting involved in our children's activities, which is a great way to watch them grow up!This information is intended for use by residents of AL, AZ, CO, FL, GA, IA, IL, KY, MA, MD, MI, MN, MO, NE, NY, OH, TX, VA, and WI only.Please contact me by email at jeffrey.werner@wellsfargoadvisors.com or by phone at 920.731.1150. I cannot respond to messages through LinkedIn./*********/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 Public Speaking, Team Building, Customer Service, and Investments.

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  University Of Wisconsin-Madison

  Bachelor'S Degree