Insights

Expansion Opportunities Wells Fargo Advisors recently expanded its offices to Boca Raton, Florida, indicating increased demand for wealth management services in the region. This growth presents a sales opportunity to capitalize on the expanding market and offer tailored financial solutions to the affluent population in Boca Raton.

Competitive Advantage Despite facing lawsuits over low interest rates paid on accounts, Wells Fargo Advisors remains a prominent player in the financial services industry. Leveraging the company's established reputation and expertise can position sales representatives to emphasize trustworthiness and attract clients seeking reliable financial advice.

Talent Acquisition With recent personnel movements, such as new hires and executives leaving, Wells Fargo Advisors may be restructuring or enhancing its team. This presents a sales opportunity for building relationships with incoming talent or offering specialized services to departing executives seeking alternative financial solutions.

Market Penetration The closure of offices in Charlotte, North Carolina, suggests a shift in market focus or optimization of operations. Sales representatives can explore Charlotte as a market ripe for penetration, leveraging the gap left by the closures to introduce Wells Fargo Advisors' services to new clients and businesses in the area.

Diversification Strategy As Wells Fargo Advisors values diversity among its employees, customers, and partners, sales representatives can align their approach with the company's ethos. Highlighting a diverse range of financial products and services tailored to meet the unique needs of a varied client base can appeal to individuals and businesses seeking inclusive and customized financial solutions.

Wells Fargo Advisors Tech Stack

Wells Fargo Advisors uses 8 technology products and services including EY, Spring Cloud, HashiCorp Terraform, and more. Explore Wells Fargo Advisors's tech stack below.

  • EY
    Accounting
  • Spring Cloud
    Application Development & Management
  • HashiCorp Terraform
    Configuration Management
  • Cloudera
    Database
  • Kubeflow
    Dev Tools
  • WalkMe
    User Onboarding
  • JavaServer Pages
    Web Frameworks
  • Nginx
    Web Servers

Media & News

Wells Fargo Advisors's Email Address Formats

Wells Fargo Advisors uses at least 2 format(s):
Wells Fargo Advisors Email FormatsExamplePercentage
First.Last@wellsfargoadvisors.comJohn.Doe@wellsfargoadvisors.com
96%
First.L@wellsfargoadvisors.comJohn.D@wellsfargoadvisors.com
3%
Last.First@wellsfargoadvisors.comDoe.John@wellsfargoadvisors.com
1%
First.Last@wfadvisors.comJohn.Doe@wfadvisors.com
94%
First.M.Last@wfadvisors.comJohn.M.Doe@wfadvisors.com
2%
First.Middle@wfadvisors.comJohn.Michael@wfadvisors.com
1%
Last@wfadvisors.comDoe@wfadvisors.com
1%
FLast@wfadvisors.comJDoe@wfadvisors.com
1%
First.L@wfadvisors.comJohn.D@wfadvisors.com
1%

Frequently Asked Questions

Where is Wells Fargo Advisors's headquarters located?

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Wells Fargo Advisors's main headquarters is located at 1 North Jefferson Ave. St. Louis, Missouri 63103 US. The company has employees across 6 continents, including North AmericaAsiaEurope.

What is Wells Fargo Advisors's phone number?

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You can contact Wells Fargo Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wells Fargo Advisors's official website and social media links?

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Wells Fargo Advisors's official website is wellsfargoadvisors.com and has social profiles on LinkedIn.

How much revenue does Wells Fargo Advisors generate?

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As of November 2024, Wells Fargo Advisors's annual revenue reached $5B.

What is Wells Fargo Advisors's NAICS code?

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Wells Fargo Advisors's NAICS code is 523120 - Securities Brokerage.

How many employees does Wells Fargo Advisors have currently?

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As of November 2024, Wells Fargo Advisors has approximately 14K employees across 6 continents, including North AmericaAsiaEurope. Key team members include CEO: A. W.Chief Operating Officer: N. M.Chief Technology Officer And Senior Vice President - Head Of Infrastructure: C. W.. Explore Wells Fargo Advisors's employee directory with LeadIQ.

What industry does Wells Fargo Advisors belong to?

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Wells Fargo Advisors operates in the Financial Services industry.

What technology does Wells Fargo Advisors use?

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Wells Fargo Advisors's tech stack includes EYSpring CloudHashiCorp TerraformClouderaKubeflowWalkMeJavaServer PagesNginx.

What is Wells Fargo Advisors's email format?

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Wells Fargo Advisors's email format typically follows the pattern of . Find more Wells Fargo Advisors email formats with LeadIQ.
Wells Fargo Advisors

Wells Fargo Advisors

Financial ServicesMissouri, United States10001+ Employees

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis.

At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success.

Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. 

Investment and Insurance Products are:
* Not Insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
 
© 2021 Wells Fargo Clearing Services, LLC. All rights reserved. PM-05152025-6068127.1.2

Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Section iconCompany Overview

Headquarters
1 North Jefferson Ave. St. Louis, Missouri 63103 US
Phone number
NAICS Code
523120 - Securities Brokerage
Employees
10001+

Section iconMedia & News

Section iconFunding & Financials

  • $1B

    Wells Fargo Advisors's revenue is in the range of $1B

Section iconFunding & Financials

  • $1B

    Wells Fargo Advisors's revenue is in the range of $1B

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