Watch as James Schneider, CMT, Senior Vice President – Investments at Wells Fargo discusses choices to consider when transitioning your business.
Diana Britton is the Managing Editor of WealthManagement.com, covering asset management and independent broker/dealers from all angles. A native of Los Angeles, she now lives in Queens, N.Y.
James has more than 15 years of industry experience in financial analysis and portfolio risk management. His primary focus for the team is based on leveraging his analytical experience and knowledge, which encompasses his Chartered Market Technician (CMT) designation to provide advice around tailored portfolios and risk management.
With nearly 15 years’ experience in the financial industry, Tom’s primary areas of practice include all aspects of investment management, from monthly income strategies to employee stock options, as well as investment banking, stock analysis, portfolio development, cash management, and business services.
Over the past decade alone, Wells Fargo Advisors has helped thousands of advisors transition their practices. We have a clear process and are well-versed on how to prepare for your move. We offer customized support through a dedicated consultant who will remain by your side throughout the transition process. From product due diligence of review the portability of your key products, to client transfer packets, to websites and announcement cards. We are with you every step of the way.