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Marc Smith Email & Phone Number

Senior Financial Advisor at Wells Fargo AdvisorsSenior Vice President-Investments at Wells Fargo Advisors

Location: Palm Desert, California, United States 1 work role

1 work email found @wellsfargoadvisors.com LinkedIn matched

3 data sources Profile completeness 86%

Current company

Wells Fargo Advisors

Role

Senior Financial Advisor at Wells Fargo AdvisorsSenior Vice President-Investments

Location

Palm Desert, California, United States

Company size

15127 employees

Who is Marc Smith? Overview

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Quick answer

Marc Smith is listed as Senior Financial Advisor at Wells Fargo AdvisorsSenior Vice President-Investments at Wells Fargo Advisors, a company with 15127 employees, based in Palm Desert, California, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Marc Smith.

Marc Smith previously worked as Senior Financial Advisor, Senior Vice President-Investments at Wells Fargo Advisors.

Company email context

Email format at Wells Fargo Advisors

This section adds company-level context without repeating Marc Smith's masked contact details.

{first}.{last}@wellsfargoadvisors.com

89% confidence

AeroLeads found 1 current-domain work email signal for Marc Smith. Compare company email patterns before reaching out.

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Profile bio

About Marc Smith

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.

Current workplace

Marc Smith's current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors

Senior Financial Advisor at Wells Fargo AdvisorsSenior Vice President-Investments

st. louis, missouri, united states

Website

wellsfargoadvisors.com

Employees

15127

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Company profile

View company profile Email format

1 role

Marc Smith work experience

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

Senior Financial Advisor, Senior Vice President-Investments

Wells Fargo Advisors

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

Team & coworkers

Colleagues at Wells Fargo Advisors

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

SP

Stephen Pettee Colleague at Wells Fargo Advisors Greater Phoenix Area, United States View → ES

Eliot Shatzman Colleague at Wells Fargo Advisors Washington DC-Baltimore Area, United States View → CO

Cindy Olson Colleague at Wells Fargo Advisors Troy, New York, United States, United States View → SB

Stevie B Colleague at Wells Fargo Advisors Greater St. Louis, United States View → NB

Nancy Barrette, Aif (R) Colleague at Wells Fargo Advisors Detroit Metropolitan Area, United States View → SW

Suzanne Williams Colleague at Wells Fargo Advisors High Ridge, Missouri, United States, United States View → KH

Kenneth Harb Colleague at Wells Fargo Advisors Farmington, Michigan, United States, United States View → TD

Thomas Donaghy Colleague at Wells Fargo Advisors Bellingham, Washington, United States, United States View → EP

Elliot Pokoik Colleague at Wells Fargo Advisors New York City Metropolitan Area, United States View → TC

Tanika Chatman Colleague at Wells Fargo Advisors St Louis, Missouri, United States, United States View →

FAQ

Frequently asked questions about Marc Smith

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

What company does Marc Smith work for?

Marc Smith works for Wells Fargo Advisors.

What is Marc Smith's role at Wells Fargo Advisors?

Marc Smith is listed as Senior Financial Advisor at Wells Fargo AdvisorsSenior Vice President-Investments at Wells Fargo Advisors.

What is Marc Smith's email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Marc Smith at Wells Fargo Advisors.

Where is Marc Smith based?

Marc Smith is based in Palm Desert, California, United States while working with Wells Fargo Advisors.

What companies has Marc Smith worked for?

Marc Smith has worked for Wells Fargo Advisors.

Who are Marc Smith's colleagues at Wells Fargo Advisors?

Marc Smith's colleagues at Wells Fargo Advisors include Stephen Pettee, Eliot Shatzman, Cindy Olson, Stevie B, and Nancy Barrette, Aif (R).

How can I contact Marc Smith?

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

What skills is Marc Smith known for?

Marc Smith is listed with skills including Retirement Planning, Financial Advisory, Investments, Investment Strategies, Insurance, Finance, Financial Analysis, and Financial Services.

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