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Sports & Entertainment Program at Wells Fargo Advisors
(Sponsored Content) 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
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
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.
With a variety of business model options including independence, and comprehensive practice support in the form of an advanced technology platform, a robust wealth management suite, teaming opportunities, succession programs, and more, Wells Fargo Advisors can offer a business structure no matter how your goals and needs evolve.
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