At Wells Fargo Advisors, we believe we are the firm of choice - one that others look to join, with local leadership that truly cares for you and your clients.
About the Desert Market
Our Desert Market Team supports you to better serve you and your clients with an extensive array of business lines to leverage. Recruits are joining us to grow their business at a rapid pace as new potential clients move to Arizona and Nevada daily.
Level up your practice with Wells Fargo Advisors
Business model choice
From full service to independence – you decide which affiliation model is right for you, your practice, and your clients.• Private Client Group (PCG) Traditional broker-dealer model
• Wealth Brokerage Services (WBS) Bank/brokerage partnership model
• Wells Fargo Advisors Financial Network (FiNet) Independent contractor advisors
Practice support
Access high-net-worth and specialized solutions that break you out of silos. Leverage our capabilities and solutions to provide your clients with more than a “traditional” brokerage experience including Asset Management, Treasury Management Services, Custody Services, Advice & Planning, and Trust Services.Full career lifecycle support
You’ll have the resources needed for more growth potential and to deepen relationships with your clients.• CAPITAL SUPPORT: Start-up capital; business succession support; business valuation services; M&A opportunity.
• ADVISOR TECHNOLOGIES: Suite of client planning, proposal, and reporting tools (LifeSync® in the Wells Fargo® Mobile app); eMoney planning software; strategic client-centric advisor platform (Advisor Gateway).
• ADVISOR DEVELOPMENT: Robust coaching programs for new and experienced advisors; mentoring programs and summits for diverse advisor segments; and support for the Private Wealth Financial Advisor (PWFA) title
Competitive and easy-to-understand compensation
With an industry-leading transition package, compensation plan, and retirement program, we can cover you from your onboarding to your succession. We offer one of the most lucrative succession plans, as compared to our competitors, for both retiring financial advisors and those who wish to acquire books of business.
“As your clients’ needs become more complex, we help equip you with robust solutions that evolve with your clients’ needs, so you won't be at risk of being outgrown.”
- Craig Sullivan, Managing Director – Desert Market
Connect with one of our Desert Market Wealth Managers today
Let’s set up time to talk about transitioning to Wells Fargo Advisors. Reach out to one of our managers today for a confidential conversation.
William Stigall
Senior Branch Manager
North Scottsdale
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Roger Burton
Branch Complex Manager
Gilbert | Tempe | Phoenix
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David Morochnick
Branch Complex Senior Manager
Tucson
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