Transitioning your Business: Growth as an Advisor

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.

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Speakers
Diana Britton
Managing Editor, WealthManagement.com

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 D. Urbanski
CPWA® Managing Director- Investment at Wells Fargo Advisors, Private Wealth Financial Advisor

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.

Transitioning your Business: Growth as an Advisor
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