Olga Agocs Email & Phone Number

As a Senior Operations Administrator, I provide support to MGR Wealth Management Financial Advisors in investment planning, investment management and delivering superior customer service. I serve as the liaison and frontline point of contact between the firm and its clients. My responsibilities include building positive client relationships by effectively addressing client inquiries, processing investment transactions, record keeping, managing customer account portfolios, assisting with various administrative tasks and special projects. I also focus on development and growth of the firm by helping identify more business opportunities. My Financial Services Career began as a Licensed Agent at New York Life Insurance Company in 2013 which laid foundation for my subsequent Senior Banking Roles at JPMorgan Chase and Wells Fargo Bank. I hold a degree in Linguistics from the State University of Leo Tolstoy in Russia, and am licensed with Series 7, 66, and FL Life and Health Insurance licenses.This information is intended for use by residents of and FL only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.