“More” starts at the top
From platforms to products to karaoke, learn more about this unexpected combination. Sol Gindi, head of Wells Fargo Advisors, sat down with Barron’s to share his priorities and how we are changing one of the largest wealth management firms in the country. Wells Fargo Advisors can support you with a strong, diverse wealth management suite, from customized lending solutions for high-net-worth clients to legacy planning. We bring you more ways to help you grow your practice, while you retain management of your client relationships.
Transforming the wealth management experience
Barry Sommers, CEO of Wells Fargo Wealth & Investment Management, joins Mindy Diamond on her podcast for a candid conversation on his unique stance on independence and how Wells Fargo Advisors stacks up to other wirehouses. Plus, he shares his view on succession planning, the value of advisor choice, and more.