John Willis
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John Willis Email & Phone Number

Business Growth Strategy Consultant @ Wells Fargo Advisors | Business Growth Strategy at Wells Fargo Advisors
Location: Charlotte, North Carolina, United States 5 work roles 1 school
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Current company
Wells Fargo Advisors
Role
Business Growth Strategy Consultant @ Wells Fargo Advisors | Business Growth Strategy
Location
Charlotte, North Carolina, United States
Company size
15127 employees

Who is John Willis? Overview

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Quick answer

John Willis is listed as Business Growth Strategy Consultant @ Wells Fargo Advisors | Business Growth Strategy at Wells Fargo Advisors, a with 15127 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for John Willis.

John Willis previously worked as Business Growth Strategy Consultant at Wells Fargo Advisors and Team Manager at Computershare. John Willis holds Bachelor'S Degree Program, Business Administration/Management from Catawba College.

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Email format at Wells Fargo Advisors

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Wells Fargo Advisors

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Profile bio

About John Willis

At Wells Fargo, our approach to innovative business growth strategies is both proactive and methodical. My role as a Business Growth Strategy Consultant is a testament to our relentless pursuit of excellence. In my recent tenure, I've honed skills in strategic planning and analysis, which are crucial in navigating the financial landscape and propelling our organization forward.My previous tenures fortified my ability in client relations and operational efficiency. These competencies are now instrumental in driving Wells Fargo's growth, where fostering partnerships and leading initiatives are part of our foundational culture. Our team is dedicated to ensuring that the company continues to lead in the financial sector through innovation and strategic collaboration.

Current workplace

John Willis's current company

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Wells Fargo Advisors
Wells Fargo Advisors
Business Growth Strategy Consultant @ Wells Fargo Advisors | Business Growth Strategy
st. louis, missouri, united states
Website
wellsfargoadvisors.com
Employees
15127
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5 roles · 21 years

John Willis work experience

A career timeline built from the work history available for this profile.

Business Growth Strategy Consultant

Current
Wells Fargo Advisors

Charlotte, North Carolina, United States

I deliver premier retirement consulting services to financial advisors, offering expert guidance and technical proficiency in IRA and employer-based retirement plan opportunities. This includes comprehensive plan design considerations, product solution alternatives, and advanced sales coaching in the following areas:• Traditional and Roth IRAs• Inherited IRAs and beneficiary planning strategies• Education Savings Accounts (ESAs)• SEP IRAs, SIMPLE IRAs, and Individual 401(k)s• Defined Contribution Plans (401(k), profit sharing, etc.)• Defined Benefit and Cash Balance Plans• 403(b), 457, and Non-Qualified Deferred Compensation (NQDC) Plans

2024 - Present ~2 yrs 6 mos

Team Manager

Computershare

Corporate Trust acquired from Wells Fargo.

2021 - 2023 ~2 yrs

Team Manager

Wells Fargo

Corporate Trust

2018 - 2021 ~3 yrs

Relationship Manager

Wells Fargo

Institutional Retirement

2013 - 2018 ~5 yrs

Administrator

Wells Fargo

Individual Retirement

2006 - 2013 ~7 yrs
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

JR John Robard John Robard Colleague at Wells Fargo AdvisorsHialeah, Florida, United States View → BP Bryan Parkinson Bryan Parkinson Colleague at Wells Fargo AdvisorsNewport Beach, California, United States View → RH Ronald Hidayat Ronald Hidayat Colleague at Wells Fargo AdvisorsSan Ramon, California, United States View → P( Patrick (Pat) Mercardante Patrick (Pat) Mercardante Colleague at Wells Fargo AdvisorsAthens, Georgia, United States View → LH Lou Hicks Lou Hicks Colleague at Wells Fargo AdvisorsHowell, Michigan, United States View → JB Joseph Bruno Joseph Bruno Colleague at Wells Fargo AdvisorsFlorham Park, New Jersey, United States View → DF David Frankel David Frankel Colleague at Wells Fargo AdvisorsNew York City Metropolitan Area, United States View → MC Malini Chandra Malini Chandra Colleague at Wells Fargo AdvisorsCharlotte Metro, United States View → AM Alex Martini Alex Martini Colleague at Wells Fargo AdvisorsCharlotte, North Carolina, United States View → KM Kristopher Margerum Kristopher Margerum Colleague at Wells Fargo AdvisorsCharlotte, North Carolina, United States View →
1 education record

John Willis education

FAQ

Frequently asked questions about John Willis

Quick answers generated from the profile data available on this page.

What company does John Willis work for?

John Willis works for Wells Fargo Advisors.

What is John Willis's role at Wells Fargo Advisors?

John Willis is listed as Business Growth Strategy Consultant @ Wells Fargo Advisors | Business Growth Strategy at Wells Fargo Advisors.

Where is John Willis based?

John Willis is based in Charlotte, North Carolina, United States while working with Wells Fargo Advisors.

What companies has John Willis worked for?

John Willis has worked for Wells Fargo Advisors, Computershare, and Wells Fargo.

Who are John Willis's colleagues at Wells Fargo Advisors?

John Willis's colleagues at Wells Fargo Advisors include John Robard, Bryan Parkinson, Ronald Hidayat, Patrick (Pat) Mercardante, and Lou Hicks.

How can I contact John Willis?

You can use AeroLeads to view verified contact signals for John Willis at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did John Willis attend?

John Willis holds Bachelor'S Degree Program, Business Administration/Management from Catawba College.

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