Doing the right thing for your career shouldn’t cause unnecessary stress or consternation – it should be an exciting and rewarding time for you, your clients, and your family. Over the past decade alone, we’ve helped thousands of financial advisors transition seamlessly to Wells Fargo Advisors. We provide the support, guidance, and service you need at every stage of the transition process – focusing especially on the 60 days before you join us and the 360 days after.
Interested in learning about transition support for independent practices? Visit this page to learn more.