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Barron's Top Advisors Summit

WILLIAM WHICHARD, JR. & JOHN WOOLARD, JR. AMONG FINANCIAL

ADVISORS ATTENDING BARRON'S

TOP ADVISORS SUMMIT

 

Exclusive Conference Hosts Elite Gathering of Nation's Pre-eminent Financial Advisors and Industry Decision Makers

         

                ORLANDO (September 8, 2014)William Whichard, Jr., Senior Vice President – Investment Officer & John Woolard, Jr., Senior Vice President – Investment Officer of Wells Fargo Advisors attended the annual Barron's Top Advisors Summit, hosted by Barron's magazine to promote best practices in the industry and the value of advice to the investing public.  The invitation-only conference was held at Waldorf Astoria, September 8 - 10 in Orlando, FL.

                 72 of the Top 100 Financial Advisors in the U.S., as ranked and published in Barron's April 21, 2014 issue, were in attendance.  This annual ranking is the basis for the Top Advisor's Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors' practices.  Portfolio performance is not a criterion because most advisors do not have audited track records.  The top 100 are comprised of advisors from major security firms and independent operations.

                This exclusive conference is designed to promote best practices and generate new ideas across the industry.  Attendees conducted workshops led by the Top 100 Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning. 

                “Because the Summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry's leading event,” said Ed Finn, editor and president of Barron's. “The ideas and discussions generated here equip attendees to provide the best investment and financial advice to their clients, which is vital given the challenging economic and market conditions of today.”

                 William Whichard, Jr. and John Woolard, Jr. were two of approximately 500 financial advisors who were selected by their firm to attend and participate in the conference. Participating firms included:  Ameriprise Financial Services Inc., Bank of America-Merrill Lynch, LPL Financial, Morgan Stanley, RBC Wealth Management, Robert W. Baird & Co., UBS Financial Services Inc. and Wells Fargo Advisors.


For more information about Barron's conferences, please go to www.barrons.com/conferences

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About Barron's

Barron's (www.barrons.com) is America's premier financial magazine, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron's provides readers with an intelligible recap of recent market action coupled with insights on what's likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron's is the trusted financial-publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.

The “Barron's Top 100 Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.

Attendees of the Barron's Conference were comprised of the 100 advisors listed in Barron's “Top 100 Financial Advisors”, (April 21, 2014) as well as 500 financial advisors designated as the top 1% producers of their firms.

 

About Wells Fargo Advisors


Wells Fargo Advisors provides investment advice and guidance to clients through 14,657 Financial Advisors and referrals from 4,093 Licensed Bankers in Wells Fargo branches across the U.S. Wells Fargo Advisors administers $1.6 trillion in client assets.


9,718 Financial Advisors work in the traditional brokerage channel of Wells Fargo Advisors through Wells Fargo Clearing Services, LLC, with branch offices located in all 50 states and the District of Columbia. In addition, the firm's in-bank brokerage channel includes 3,436 Financial Advisors and 4,093 Licensed Bankers located in Wells Fargo bank branches. Licensed Bankers are employees of Wells Fargo Bank, N.A., and also registered representatives of Wells Fargo Clearing Services, LLC. The firm's Independent Brokerage Group operates out of Wells Fargo Advisors Financial Network, LLC, a separate broker-dealer and non-bank affiliate of Wells Fargo & Company. The clearing operations of Wells Fargo Clearing Services, LLC (which are conducted under the First Clearing trade name) provide operational, clearing, and related consulting services for the affiliated Wells Fargo retail brokerage business and approximately 69 unaffiliated brokerage firms. www.wellsfargoadvisors.com


About Wells Fargo


Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial financial services through more than 8,600 locations, 13,000 ATMs, online (wellsfargo.com), and mobile devices.


We're headquartered in San Francisco, but we're decentralized so every local Wells Fargo location is a headquarters for satisfying our customers' financial needs and helping them succeed financially. We do business with 70 million customers and one in three U.S. households. Wells Fargo has approximately 273,000 team members in 42 countries and territories across our more than 90 businesses.


At the end of first quarter 2017, Wells Fargo ranked third in assets among U.S. banks. 
Our vision: “We want to satisfy our customers' financial needs and help them succeed financially.” www.wellsfargo.com

Investment and Insurance Products:

 

Not Insured by FDIC or any Federal Government Agency

May Lose Value

Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate


 

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