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

Overview

Bill helps his clients align their investment policies with their soical 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.williamwolfe.org

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 6% 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 proprietary strategy seeks to find favorable opportunities in all market conditions.

He helps his clients align their investments with their social policies. Green America® has recognized his practice as one of only 400 socially responsible consulting practices nationwide, awarding Bill theCertified SRI Advisor distinction.

Bill is recognized by Wells Fargo Advisors as a Premier Advisor, a distinction reserved for only the top 2,400 of the firm’s over 15,000 advisors. It is a designation based on superior performance across the firm’s strategic initiatives.

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.



Extra fields

1% for Community: Yes

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

Complete the form below to contact us.

Please enter the text you see in the image at the left into the textbox. This is required to prevent automated submission of contact requests.

Verification Code image cannot be displayed