Sports & Entertainment Program at Wells Fargo Advisors

Wells Fargo Advisors has a long history of serving the complex needs of clients with significant wealth. With the availability of the Sports & Entertainment Accredited Wealth Management AdvisorSM (SE-AWMA) designation, financial advisors serving clients in these industries will be even more equipped to help with their clients’ unique financial needs, including sudden wealth, uneven income flows, philanthropy, and wealth and legacy planning.

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Speakers
Fred
Frederick Blue, CFP, ChFC, CEBS, AIF
Managing Director, New Business Development Diverse Client Segments Wealth & Investment Management of Wells Fargo Advisors

Frederick Blue serves as Managing Director and Head of New Business Development within the Wealth and Investment Management organization. In this role, Frederick partners with leaders and advisors in the Eastern, Western, Central, and Southeast divisions, in addition to leaders within the Consumer, Commercial, and Corporate Investment Banks. Frederick also leads the Sports and Entertainment Program for Wealth and Investment Management.

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

Editor of leading trade publication—online and print—for financial advisors, investment advisors, stockbrokers and wealth managers; print circulation 180,000. Help conceive and edit feature stories, reports, packages and lists; oversee all aspects of creating magazine.

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