joel schwartz
vice president, wealth management, insurance specialist at gcg financial
lee mcmanus
vice president-wealth insurance specialist
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Professional Email
****@****.com
Personal Email
****@****.com
Work Phone
(***) ***-***
Mobile
(***) ***-***
Local Location
united states
HQ Location
st. louis, missouri, united states
Industry
,
Designation
vice president-wealth insurance specialist
Birthday
-
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 - 2025 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09182026-6068127.2.1
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.
HQ Location
st. louis, missouri, united states
Industry
financial services
Employees
14982
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