Working with an Advisor

Why Wells Fargo Advisors
Envision® Process
Products & Solutions
Advisory Services
With Wells Fargo Advisors, you get a registered financial advisor, who will listen closely to understand your unique situation and needs and work with you to provide insight, planning, guidance, ongoing investment management and monitoring.

For more than 160 years, Wells Fargo has earned the trust of clients as one of the nation’s largest and most experienced financial institutions. Our 15,000 registered financial advisors have an average of more than 10 years of investment management experience. Your advisor will closely monitor your assets and provide sound strategies to make the most of your investment portfolio.
We can help you:
Identify and achieve your goals. Your financial advisor works with you to identify and understand your unique goals and needs. Whether it’s a portfolio review or investment advice, retirement planning, education funding, growing your business, or estate strategies, we’re here to answer your questions and help you on the way to achieving your goals.
Design and customize your investment strategy with our Envision® planning process. Combining goal-based advice with sophisticated statistical modeling, our Envision planning process creates an effective, easy-to-understand method for prioritizing and pursuing important life goals. Your financial advisor uses the Envision planning process to develop your investment plan that’s designed to help you live and retire the way you want.
Stay on track with regular communication. Your financial advisor pro-actively reaches out to you with regular financial statements and market updates that help you keep up with changes in your life and optimize your investments.
Gain unlimited access to world-class resources, news and proprietary research. Backed by world-class experts, top market analysts and staff, you’ll have unlimited access to a wealth of resources and industry information from news and white papers to proprietary research.
Work with us your way. You can choose to work with one of our financial advisors in person or with a team of experienced, registered professionals over the phone. However you choose to work with a financial advisor, you always have unlimited access to your account online. Locate a financial advisor near you.