The Power of Teaming

At Wells Fargo Advisors, we offer unique benefits, well-defined team agreements, and a dedicated support structure for advisors who choose to work together as a team. If you like the idea of pooling resources and expertise as an approach to boosting client service and growth, or are preparing to transition out of the industry, our teams program is an option worth considering.

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Speakers
Jenny Anderson
Jenny Anderson
Director of Advisor and Leader Development at Wells Fargo Advisors

Jenny leads a group dedicated to helping Financial Advisors (FAs) and Field Leaders through the full lifecycle of their career. Her responsibilities include programs that develop the next generation talent at the firm, support the professional development of teams, contribute to the growth of advisor’s business through practice management offerings and assist advisors with their retirement plan.

Headshot - Vingi, Robert
Robert Vingi
Partner at Roseate Group of Wells Fargo Advisors

Robert is a partner at Roseate Group of Wells Fargo Advisors in Charleston, SC. An experienced advisor, Robert has been with Wells Fargo Advisors and its predecessors for more than three decades. Serving high-net-worth families, retirees, and entrepreneurs, his 11-person team provides a detailed, holistic approach to investment planning.

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.

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