Branch Manager | Wells Fargo Fargo Clearing Services, LLC
Advisors each have their own way of serving clients. As Branch Manager for the Wells Fargo Advisors office in Barrington, I’m the same way. I take time to get to know each of the advisors to individualize the ways in which I support them. Keeping lines of communication open is paramount in the development of relationships which can help advisors provide quality advice and service to their clients. I don’t simply have an open door policy, I live by it.
My experience in financial services dates back to 2002 and includes work as a financial advisor, which provided me a solid understanding of the most important aspect of this business: the advisor-client relationship. I served as the interim Complex Manager for Wells Fargo Advisors’ Deerfield Complex and as Associate Manager for our Chicago Northwest Market, working closely with the firm’s home office, and regional team, doing what was right for our clients.
At Wells Fargo Advisors, we welcome conversations with advisors who are passionate about serving all of their client’s financial needs. Let me show you the support, research, and resources we have to help you grow your business. Contact me to learn more.