Watch as Andrew D. Urbanski, CPWA® Managing Director- Investment at Wells Fargo Advisors, Private Wealth Financial Advisor discusses transitioning your business: growth as an advisor.
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.
Andrew joined Wells Fargo Advisors as a Managing Director – Investments and Senior PIM Portfolio Manager after having worked as a Senior Vice President Wealth Advisor and Senior Portfolio Manager at UBS. Andrew focuses on structural solutions for tax efficient planning, risk mitigation, and leverage optimization of complex intergenerational portfolios including both liquid and illiquid assets.
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.