(Sponsored Content) Discover how high-net-worth clients can have a “full array of options” for investing and banking capabilities at Wells Fargo.
As head of The Private Bank and Wells Fargo Partnerships, Julie Caperton focuses on a client-centric wealth growth strategy for top clients across Wells Fargo’s entire platform. Julie was previously the head of Corporate Development at the enterprise level and held several leadership positions in Corporate & Investment Banking.
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.
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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