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We recently hosted our annual Diverse Advisor Summit, which brings together leaders and advisors from across the country to strengthen networks, share learnings and successes, and drive positive change, helping advisors and their communities thrive. Check out some of the highlights from the event. | Wells Fargo Advisors
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Stock losses might help you offset capital gains. For more deadlines and important dates, visit our Year-End Tax Planning guide: https://on.wf.com/6183qlzJF | Wells Fargo Advisors
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Now is a great time to review your investment strategy. Aligning potential borrowing needs with your long-term goals may help you be financially ready. https://on.wf.com/6186At7TO | Wells Fargo Advisors
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When you need lending solutions, your advisor can provide access to borrowing options that work with your overall plan. Because borrowing can be strategic too. https://on.wf.com/61874gkoT | Wells Fargo Advisors
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Congratulations to five of our Wells Fargo Advisors Financial Network, LLC (FiNet) advisors for being named to Barron’s Top 100 Independent Advisors list for 2025! We’re proud to celebrate their achievements, commitment to clients, and representation of exceptional talent in the independent space. Thomas Freeman, Managing Director, FCS Private Wealth Mike Moeller, President, Moeller Investment Group Ryan Sprowls, President & CEO, 114 Private Wealth Neil McPeak, President & Founding Partner, McPe
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Starting the new year strong, more than 570 Wells Fargo Advisors and Wells Fargo Advisors Financial Network, LLC (FiNet) teams were named to Forbes’ 2026 Best-in-State Wealth Management Teams list. Join us in celebrating their achievement and exceptional commitment to serving clients! 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24- 3/31/25 (Source: https://on.wf.com/6189CoUWv). View Award Disclosu
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We’re proud to celebrate the many Wells Fargo Advisors and Wells Fargo Financial Network, LLC advisors who earned a place on Forbes’ 2025 Top 250 Wealth Advisors and Best-In-State Wealth Advisors lists. This achievement reflects their dedication, determination, and unwavering commitment to helping clients reach their financial goals. 2025 Forbes Top 250 Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research, LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com).
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Join us in congratulating the Wells Fargo Advisors and Wells Fargo Financial Network, LLC (FiNet) teams who were named to this year’s Barron’s Top 250 Private Wealth Management Teams! 2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: https://on.wf.com/6184NVzeM). View award disclosures: https://on.wf.com/6186NVzeO | Wells Fargo Advisors
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