Jim Guthrie Email and Phone Number
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As an experienced wealth management executive, I currently lead a team of 108 financial advisors and nearly 70 team members in the Chicago Southwest Market of Wells Fargo Advisors including branches in DeKalb, Geneva, Hinsdale, Naperville, Oak Brook and Orland Park, Illinois. I have a solid track record in recruiting, developing and managing teams, helping financial advisors with access to comprehensive wealth management and practice management technology tools, and supporting high net worth and ultra high net worth relationships.I am dedicated to championing financial advisors and their clients by providing them with access to the platforms, tools and resources they need to pursue their professional and personal goals. I believe in a servant leadership management model and a work environment that is both professional and cares for its own.Augmenting the ranks of the Chicago Southwest Market through the addition of quality financial advisors is paramount to me. We are a firm that puts clients first and offers a broad range of products and a high level of service. If you share a similar mindset, please call me at 630-753-8310 or email me at james.guthrie@wellsfargoadvisors.com. This information is intended for use only by residents of IL, MA, UT and AR only.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/ Veteran/Gender Identity/Sexual Orientation.Wells 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 expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Wells Fargo Advisors
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Market Manager | Managing Director Chicago Southwest Market At Wells Fargo AdvisorsWells Fargo Advisors Jul 2017 - PresentSt. Louis, Missouri, UsWells 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.INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/ MAY LOSE VALUE.
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Evp- Strategic Partnerships And Operating Committee MemberSupernova Companies Jun 2015 - Jun 2017Chicago, Illinois, UsSupernova Companies, LLC is a financial technology company that provides a comprehensive platform focused on managing both sides of an individual’s balance sheet. Guided by the foremost experts in the Value of Debt, the company empowers financial advisors through tools that help them serve as personal CFOs for their clients. Supernova’s primary solution is the first-of-its-kind, fully customizable and automated securities-based lending platform built to end the complex, paper-driven borrowing process. The cloud-based origination and servicing technology enables individuals to pledge their taxable investment portfolio(s) as collateral, providing increased flexibility in financing the things they need in life. -
Advisory Board MemberSupernova Companies Jul 2014 - May 2015Chicago, Illinois, Us
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PresidentPromus Capital, Llc Jan 2014 - May 2015Promus Capital is a multi-family office and affiliated advisors that assist families in effectively and efficiently managing their investible assets. Our mission is to serve as a trusted steward for our investment community; we help preserve and grow wealth through the design and implementation of thoughtful investment portfolios and the selection of superior investment managers. The founding families and clients invest alongside one another to ensure we share in the outcomes of our investment decisions. The multi-family office model leads to objectivity, clear alignment of interests and an engaging investment process that enhances a family’s ability to source quality investments.Promus Capital is part of Promus Holdings which also owns and operates Promus Asset Management specializing in alternative assets investments. Promus Asset Management manages several asset categories including Hedge Fund of Funds, Managed Futures, Impact Investments, Venture Capital, Real Estate and Private Equity. Promus Equity Partners "PEP" invests in lower middle market companies in both control and non control situations. PEP currently has seven direct private companies in which they have invested.
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President/Ceo, Chairman Of The Executive Committee And Board Of Directors MemberDavid A. Noyes & Company Aug 2011 - Nov 2013Recruited to assume leadership of this 108 year old firm's evolution in operational efficiency, business development strategy and talent acquisition platform. Accomplishments include: award-winning new corporate branding, automation of payroll and benefits, installation of an operations/administrative performance review process, implementation of an Independent Contractor Channel and upgraded the firm to a multi-custodian format. Instituted multi-tier incentive-based Advisor compensation policies, focused on overall production growth and on developing cross-selling of investments, banking, insurance and planning products.* 2012-2013 Fiscal Year Net Operating Profit increased 1400%* 2012-2013 Fiscal Year Branch Revenue Increased 9.6%* 2012-2013 Fiscal Year Advisor Productivity (average production) increased 44%* Largest recruit was a $2,000,000 revenue team in Indianapolis in May, 2013
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Market Leader - ChicagoFirst Command Financial Planning Jun 2010 - Jul 2011Fort Worth, Texas, UsFounded in 1958 with a mission to improve the financial well-being of America’s professional military families, First Command Financial Services today serves clients from all walks of life at all stages of life. Jim was charged to be the field leader for the firm's Alternative Business Model which involved recruiting experienced financial advisers. Directed a 21 member Alternative Business Model Planning Committee with members representing 9 home office departments. -
Executive Director/Regional Sales ManagerUbs Jan 2008 - Mar 2010Zurich, Ch#2 Officer in a 5-state, 1000+ financial advisor region responsible to drive growth. Led a team of 7 coaches and 1 administrative staff member.Responsible for accelerating pace of change through practice management as measured by Net New Money Leading Indicators which include Direct Deposit, Client Segmentation and Financial Planning. Top performer among all UBS regions in Direct Deposits and Financial Planning results. *111% YOY increase in gross Financial Planning (#2 region grew 62%)*Named liaison between National Sales and Financial Planning Departments*Sole National Sales representative to participate in 2009 business planning meetings conducted by the firm's Banking Products Group senior management. Member of the FA Advisory Board to the Banking Products Group*Managed and directed 7 regional Business Development Coaches*Drove Key Performance Indicators including Net New Money. The Great Lakes Region finished 2008 $2.321B positive while being the only region without a UHNW office(s)*Top performer among all regions (2008/2009) in Financial Advisor retention. -
Executive Director/Team Leader, Sales Development DepartmentUbs Apr 2007 - Dec 2007Zurich, ChResponsible for the largest coaching team within UBS. As a Team Leader, led coaches, interfaced with regional management and personally coached the largest revenue producers in each project. *Financial Advisors involved in coaching grew their Net New Money 250% greater than similar non-coached Advisors.*In Chicago area, Project Delta involved 80 Financial Advisors and 15 in-branch coaches across seven branches*In Detroit area completed Project Lincoln which involved 44 Financial Advisors and 7 in-branch coaches across 5 branches
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Wealth Management Advisor/Resident DirectorMerrill Lynch Global Wealth Management Jun 2000 - Apr 2007New York, Ny, UsResponsible for all aspects (supervision, compliance, growth) which employed 48 people including 34 Financial Advisors. Grew it to the largest Associate Office in Merrill Lynch's Midwest region with annual revenues exceeding $20,000,000*Member of national task force focused on large office leadership training programs*Twice nominated (both years eligible) for the Merrill Lynch Leadership in Diversity Award*Oversaw an Internship program which was recognized in the Princeton Review's "The Best 109 Internships", a national review of internship programsFinancial Advisor, then later as a Wealth Management Advisor, focused primarily on the $1MM - $10MM client segment. Partnered with Merrill Lynch Private Wealth Group on four UHNW clients.*Achieved Club Status every year in production; culminating in President's Club*In four out of five full production years, finished among the top ten Advisors in the country in lending*Selected to serve multiple years on the Global Bank Field Strategy Council advising senior management*Collaborated with Merrill Lynch Private Wealth Group; co-presented with the Midwest Regional Managing Director of Private Wealth to various FA training conferences -
President/CooGarda May 1988 - Dec 1999Saint-Laurent , Quebec, CaFirst non-family member to run United Armored Services (now DBA Garda). Was responsible for a $55 million dollar revenue firm, with more than 1200 employees and 18 offices in 5 states. The majority of the firm’s revenues came from coin/cash/check processing and ATM servicing with the remainder coming primarily from security transportation.*In 11 years with the firm, grew annual revenues from $7.2MM to $55.4MM (a 22%+ annual growth rate).*Held industry leadership positions, including Chairman, President, and Board Member of the Independent Armored Car Association and Board Member of the National Armored Car Association.
Jim Guthrie Skills
Jim Guthrie Education Details
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Northwestern University - Kellogg School Of ManagementManagement -
Depaul University College Of LawLaw
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University Of California, BerkeleyPolitical Science
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Rich East High School
Frequently Asked Questions about Jim Guthrie
What company does Jim Guthrie work for?
Jim Guthrie works for Wells Fargo Advisors
What is Jim Guthrie's role at the current company?
Jim Guthrie's current role is Managing Director | Market Manager Chicago Southwest Market at Wells Fargo Advisors.
What is Jim Guthrie's email address?
Jim Guthrie's email address is jg****@****tal.com
What is Jim Guthrie's direct phone number?
Jim Guthrie's direct phone number is +131247*****
What schools did Jim Guthrie attend?
Jim Guthrie attended Northwestern University - Kellogg School Of Management, Depaul University College Of Law, University Of California, Berkeley, Rich East High School.
What are some of Jim Guthrie's interests?
Jim Guthrie has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Human Rights, Animal Welfare.
What skills is Jim Guthrie known for?
Jim Guthrie has skills like Wealth Management, Investments, Strategic Financial Planning, Securities, Investment Management, Banking, Business Development, Business Planning, Leadership, Sales, Consulting, Executive Management.
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