Bringing a Planning Mindset to High Net Worth Clients

(Sponsored Content) Hear more how Wells Fargo Advisors helps professionals with an intentional growth mindset thrive while providing for their high net worth and ultra-high net worth clients.

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Pouya Lavian
Managing Director - Investments, Wells Fargo Advisors

Pouya operates at the intersection of finance, law, technology and international markets and is a trusted advisor to sophisticated clients on matters relating to their personal wealth, business issues and legacy positioning. His clients include company founders, family offices, financial sponsors, sports and entertainment professionals and executives.

Shannon Rosic
Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

Bringing a Planning Mindset to High Net Worth Clients
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