SAN FRANCISCO–(BUSINESS WIRE)–Wells Fargo & Firm (NYSE: WFC) in the present day introduced Evelyn Varner as head of Recommendation Enablement for Wealth & Funding Administration (WIM). The brand new function is a part of WIM’s Recommendation and Planning middle of excellence, which delivers recommendation and planning capabilities that can assist advisors and shoppers work collectively to deal with a broad vary of shopper wants, considerations, and objectives. Varner will report back to Michael Liersch, WIM head of Recommendation and Planning.
“Evelyn’s distinctive background is an ideal match to steer our effort within the Recommendation Heart to concentrate on constructing digitally enabled, holistic, goals-based recommendation, working collaboratively with our companions in expertise and operations,” mentioned Liersch. “Her terrific expertise will assist us ship complete and aggressive options throughout the wealth continuum. I’m thrilled to have her lead this crew.”
Varner will work throughout all of WIM’s client-facing companies, together with Wells Fargo Advisors and Wells Fargo Personal Financial institution, and can play a essential function in creating the imaginative and prescient for a way advisors finest use knowledge and instruments to assist ship significant, related, real-time recommendation to their shoppers. This contains designing and launching new, modern recommendation experiences for collaborative use by advisors and shoppers throughout WIM.
With greater than 16 years of expertise within the monetary companies trade, Varner most just lately served as digital planning govt for Financial institution of America/Merrill the place she was accountable for creating and implementing omni-channel digital planning platforms and buyer expertise initiatives. Previous to that function, she led and managed the Merrill private and institutional retirement platforms, and managed account merchandise.
Varner obtained a bachelor’s diploma in finance from State College of New York at New Paltz, and a grasp’s diploma in utilized statistics and operations analysis from Union Faculty.
Funding and Insurance coverage Merchandise are:
• Not Insured by the FDIC or Any Federal Authorities Company
• Not a Deposit or Different Obligation of, or Assured by, the Financial institution or Any Financial institution Affiliate
• Topic to Funding Dangers, Together with Attainable Lack of the Principal Quantity Invested
About Wells Fargo Wealth & Funding Administration
Wells Fargo Wealth & Funding Administration (WIM) is a division inside Wells Fargo & Firm. WIM gives monetary services and products via varied financial institution and brokerage associates of Wells Fargo & Firm and is among the largest wealth managers within the U.S., with practically $2 trillion in shopper property. WIM serves shoppers via the next companies: Wells Fargo Personal Financial institution serves high-net-worth people and households; Abbot Downing serves ultra-high-net-worth people and households; and Wells Fargo Advisors gives recommendation and steerage to assist shoppers maximize all features of their monetary lives. Via Wells Fargo Personal Financial institution and Abbot Downing, WIM can be a number one supplier of belief, funding, and fiduciary companies, together with private belief companies and quite a few specialised wealth companies designed to fulfill the various wants of high-net-worth shoppers.
Wells Fargo Personal Financial institution and Abbot Downing, Wells Fargo companies, present services and products via Wells Fargo Financial institution, N.A., and its varied associates and subsidiaries. Wells Fargo Financial institution, N.A., is a financial institution affiliate of Wells Fargo & Firm.
Brokerage companies are provided via Wells Fargo Advisors. Wells Fargo Advisors is a commerce identify utilized by Wells Fargo Clearing Providers, LLC, and Wells Fargo Advisors Monetary Community, LLC, Members SIPC, separate registered broker-dealers and non-bank associates of Wells Fargo & Firm.
Wells Fargo Financial institution, N.A., affords varied advisory and fiduciary services and products together with discretionary portfolio administration. Wells Fargo associates, together with monetary advisors of Wells Fargo Advisors, a separate non-bank affiliate, could also be paid an ongoing or one-time referral price in relation to shoppers referred to the financial institution. The financial institution is accountable for the day-to-day administration of the account and for offering funding recommendation, funding administration companies, and wealth administration companies to shoppers. The function of the monetary advisor with respect to financial institution services and products is restricted to referral and relationship administration companies.
About Wells Fargo
Wells Fargo & Firm (NYSE: WFC) is a number one monetary companies firm that has roughly $1.9 trillion in property and proudly serves one in three U.S. households and greater than 10% of all center market firms and small companies within the U.S. We offer a diversified set of banking, funding and mortgage services and products, in addition to client and industrial finance, via our 4 reportable working segments: Client Banking and Lending, Industrial Banking, Company and Funding Banking, and Wealth & Funding Administration. Wells Fargo ranked No. 30 on Fortune’s 2020 rankings of America’s largest companies. Within the communities we serve, the corporate focuses its social impression on constructing a sustainable, inclusive future for all by supporting housing affordability, small enterprise progress, monetary well being and a low-carbon economic system. Information, insights and views from Wells Fargo are additionally obtainable at Wells Fargo Stories.