Brokerage Firms (Securities)
Wells Fargo Advisors
Full-service investment and wealth management from Wells Fargo — with an advisor, automated, or on your own.
- Location
- Tampa
- Languages
- English
Story
Wells Fargo Advisors is the brokerage and wealth management arm of Wells Fargo & Company. The name is used by two separately registered broker-dealers, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, both members of SIPC. The firm helps individuals, families, and businesses invest, plan for retirement, and manage wealth across every stage of life.
Clients can choose how they want to work with the firm: with a dedicated financial advisor, through the Solutions Advisor team, with automated investing via Intuitive Investor, or on their own through WellsTrade, the do-it-yourself online platform. For clients with more complex needs, the Private Wealth group (formerly The Private Bank) serves business owners, corporate executives, multigenerational families, and nonprofit institutions. The firm also publishes regular market commentary and investment research through the Wells Fargo Investment Institute.
Products & services
Wells Fargo Advisors offers a broad lineup of investment and planning products: brokerage and advisory accounts, traditional and Roth IRAs, college savings plans, annuities, and insurance. For cash, it offers Brokered Liquid Deposit as a flexible alternative, and it provides securities-based lending and other borrowing solutions.
Planning resources cover retirement, estate planning, education funding, Social Security, insurance, and tax-related planning considerations, along with guidance for major life events such as marriage, a new baby, a job change, divorce, or the loss of a loved one. Private Wealth clients also have access to trust and estate services, portfolio management, private banking, family office, philanthropic, and executive wealth services.
Location
4030 W. Boy Scout Blvd. Suite 150, Tampa, FL, 33607
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