Meet Our Leaders

Where You’ll Find Us

Washington DC - Baltimore
1 Preserve Parkway, Suite 720Rockville, MD 20852
Click to view Google Maps office address 1650 Tysons Boulevard, Suite 500, McLean, VA 22102
McLean
Click to view Google Maps office address 1133 Connecticut Avenue NW, 9th Floor, Washington, DC 20036
Washington DC
Click to view Google Maps office address 2 South Main Street, Bel Air , MD 21014
Bel Air
Click to view Google Maps office address 10490 Little Patuxent Parkway, 5th floor, Columbia, MD 21044
Columbia
Click to view Google Maps office address 1900 Duke Street, #100, ALexandria, VA 22314
Alexandria
Click to view Google Maps office address 2350 W Joppa Road, Lutherville, MD 21093
Lutherville
Click to view Google Maps office address 2661 Riva Road , #1011, Annapolis,, MD 21401
Annapolis
Click to view Google Maps office address 250 West Pratt Street, 23rd Floor, Baltimore, MD 21201
Baltimore
Click to view Google Maps office address 5301 Wisconsin Avenue NW , #400, Washington, DC 20015
Friendship Heights
Click to view Google Maps office address 1 Preserve Parkway, Suite  720, Rockville, MD 20852
Rockville

Look Who Joined Us

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About Wells Fargo Advisors

About Wells Fargo Advisors

Wells Fargo Advisors is one of the nation’s largest full-service retail investment companies and a non-bank affiliate of Wells Fargo & Company. In contrast to many other firms in the industry, we focus on supporting the client-advisor relationship rather than the client-firm relationship. We believe this philosophy clearly sets us apart from our peers.



An Advisor- and Client-Centric Culture

When you move your financial practice to Wells Fargo Advisors, you’ll join a nationwide firm with an environment and culture created for Financial Advisors and their clients. We put you at the forefront of the relationship with your clients. We focus on what we know best: the retail business. Come meet us and interact with our leadership team to witness first-hand what makes us different.

Helping You Grow

We are committed to giving you the most comprehensive platform in the industry to leverage your business. That includes providing technology that we believe is second to none, Home Office support areas with hands-on assistance, complete investment plans, and an industry-leading threshold for sales-assistant support.  You’ll gain access to one of the broadest ranges of financial products and services available — including investment planning, investment strategy, asset management, equity research, portfolio strategy, and wealth management.

Our Planning Process – Envision

Offered exclusively at Wells Fargo Advisors, the Envision Planning Process is an innovative resource for engaging new clients or re-energizing your existing client relationships. Our process is designed to help clients live the one life they have to live the best way they can, without undue financial sacrifice or overexposure to risk. The Envision planning process was created to give our Advisors a competitive advantage — one that helps you deepen relationships with existing clients while differentiating yourself to new prospects.

Assistance to Help Move Your Practice

We provide the support, guidance, and service you need at every stage of the transition process. This approach can dramatically improve your ability to transition your practice while proactively eliminating many of the common pitfalls that can occur during integration. We will give you every tool and resource necessary for you to move your practice, grow your business, and serve your clients in the best manner possible.

Technology– Making it Easier to Serve Your Clients

Wells Fargo Advisors believes in keeping our Financial Advisors ahead of the competition with innovative and powerful technology aimed at making it easier to serve your clients and grow your business. Wells Fargo Advisors' Access Online gives your clients access to investments, account statements, market information and research any time they need it. SmartStation will be your one-stop online shop for efficiently and effectively managing all your business – maintain records, perform trades, transfer funds, open accounts and more.