William Wolfe, First Vice President-Investments, Wells Fargo Advisors, LLC

Overview

Bill helps his clients align their investment policies with their social viewpoints.

Hours of work

Monday-Friday 8:00-4:00

Contact Information

100 East South St. United States 22902

phone: view phone434-970-2326

fax: view fax(434)977-0713

website: http://www.william-wolfe.com

Photos

Description

In addition to 17 years of managing investments across global markets and helping clients design wealth distribution plans; Bill is committed to critical skill development and has earned the following designations:

• Certified Financial Planner®,
• Chartered Retirement Planning Counselor®, and
• Chartered Advisor in Philanthropy®.

Serving as the leader of the advisory team he works closely with his clients’ other professional advisors to help integrate their investments with their tax and wealth distribution plans.

As a PIM Portfolio Manager it is his duty to serve in a Discretionary Relationship with his clients. Only a limited number of the firm’s financial advisors have met the rigorous standards of portfolio management experience, advanced education, and ethical standards needed to serve in this capacity.

Bill provides discretionary asset management that allocates client investments across four asset classes; equities, fixed income, currencies and commodities. His strategy seeks to find favorable opportunities in all market conditions.

He helps his clients align their investments with their social policies.

Bill is recognized by Wells Fargo Advisors as a Premier Advisor, a distinction reserved for a select group of Financial Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.

With a commitment to critical skill development he has attended post-graduate seminars in Investment Decisions, Risk Management and Behavioral Finance at the following business schools:

•Harvard Business School (Harvard University,
•Irwin Graduate School of Business (American College),
•Stanford Graduate School of Business (Stanford University),
•Stern School of Business (New York University), and
•Wharton School of Business (University of Pennsylvania)

A select client base and a commitment to customization afford Bill’s clients a unique service experience.

The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000

This information is intended for use only by residents of CA, DC, GA, IN, KY, LA, MA, MD, NY, SC, SD, TN, TX and VA. only. Opinions and comments expressed by Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Member SIPC.

Extra fields

1% for Community: Yes

Account Minimums: Individuals $250,000. Institutional $1,000,000.

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