Marc Smith Email & Phone Number

As a Financial Advisor with Wells Fargo Advisors, I deliver a full range of investment planning strategies tailored to the unique needs of my clients. Whether they are investing for retirement, education expenses, or some other goal, I work with my clients to make informed decisions about their investment strategy. My clients have access to additional resources available through Wells Fargo affiliates, including trust and estate planning services, insurance products* and much more. *Insurance products are offered through our affiliated non-bank insurance agencies.Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.Please contact me by e-mail marc.smith@wellsfargo.com or by phone 760-535-8765 I cannot respond to messages through LinkedIn InMail.This information is intended for use by residents of AK, AR, AZ, CA, GA, IA, ID, MT, NV, NY, OH, OR, PA, SC, TN, UT, WA, and WI only.Insurance licensed in the following states: CA (Lic. # 0C78815) Resident State: CA/*********/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, Financial Advisory, Investments, Investment Strategies, and 4 others.

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  Senior Financial Advisor, Senior Vice President-Investments

  Wells Fargo Advisors

  Nov 2009 - Present - Palm Desert, California, United States