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 Orange County Market
Our mission is to guide clients on their journey to financial success, delivering tailored wealth management solutions that align with their unique goals and values. At the same time, we are dedicated to supporting our financial advisors, cultivating an environment that encourages professional growth and innovation. Through collaboration and steadfast commitment to excellence, we aim to build enduring relationships and empower everyone we serve to thrive financially and personally.
Our team is dedicated to creating a collaborative and productive workplace, attracting hard-working professionals eager to grow their careers.
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.”
- David Kistner, Managing Director – Orange County Market
Connect with one of our Orange County 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.