Wells Fargo Advisors
With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 2021 - 2025 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09182026-6068127.2.1 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.www.wellsfargoadvisors.com
25
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11
PODCASTS
Search complete. 25 mentions across 13 episodes found for "Wells Fargo Advisors".
Oct 15, 2026
Christopher BouleyHOST
As Roger would normally mention, I'm here on WNRI as a private citizen.
Christopher BouleyHOST
My real profession is a managing director with Wells Fargo Advisors in Providence, Rhode Island, and I'm here in a personal capa- capacity and not here to represent my firm.
Christopher BouleyHOST
There's a lot of stuff to talk about.
Christopher BouleyHOST
We're coming off of the Autumnfest weekend, and we certainly welcome your input.
9 MINS LATER
Christopher BouleyHOST
So you have to make a personal decision if it's in your best interest to go up there.
Christopher BouleyHOST
You know, m- my son, uh, goes on the train.
Christopher BouleyHOST
He works out of the Boston office of Wells Fargo Advisors-
speaker_3AUDIENCE
Yeah
Raymond BridgesGUEST
Went into insurance, uh, certified financial planning, went the planning route, private banking.
Raymond BridgesGUEST
And then in 2018, I left Wells Fargo Advisors and started my own firm.
Raymond BridgesGUEST
I'm also a CPA, so I have a tax business that built up there.
Raymond BridgesGUEST
And then like most investment advisors, they have different models based on the clientele.
Ed ElsonHOST
The Fed is expected to cut rates again before the end of the year, and consumer sentiment is nearing a record low.
Ed ElsonHOST
So here to discuss earnings ahead of them, we're speaking with James Taylor, Managing Director of Investments at the Taylor Group from Wells Fargo Advisors.
Ed ElsonHOST
So James, thank you for joining us.
Ed ElsonHOST
Earnings season starts on Tuesday.
6 MINS LATER
James TaylorGUEST
But I do think it's absolutely possible, especially on the back of strong earnings.
Ed ElsonHOST
Okay.
Ed ElsonHOST
James Taylor is managing director at the Taylor Group from Wells Fargo Advisors.
Ed ElsonHOST
James, we really appreciate your time.
Ed ElsonHOST
The Fed is expected to cut rates again before the end of the year, and consumer sentiment is nearing a record low.
Ed ElsonHOST
So here to discuss earnings ahead of them, we're speaking with James Taylor, managing director of investments at the Taylor Group from Wells Fargo Advisors.
Ed ElsonHOST
So James, thank you for joining us.
Ed ElsonHOST
Earnings season starts on Tuesday.
6 MINS LATER
James TaylorGUEST
But I do think it's absolutely possible, especially on the back of strong earnings.
Ed ElsonHOST
Okay.
Ed ElsonHOST
James Taylor is managing director at the Taylor Group from Wells Fargo Advisors.
Ed ElsonHOST
James, we really appreciate your time.
Nick WilkinsonGUEST
And it started with A.G. Edwards.
Nick WilkinsonGUEST
It ended up becoming, uh, Wachovia Securities, and then it became Wells Fargo Advisors, and I didn't leave my office once.
Nick WilkinsonGUEST
So-
Mike CostaHOST
Yeah
Roger BouchardHOST
John Ward does it on Mondays, John Breen does it on Fridays, and, uh, on, um, Tuesdays, Wednesdays, and Thursdays I was here.
Roger BouchardHOST
Um, today, Thursday, is, um, the co-host, Christopher J. Bouley, managing director, investments over at Wells Fargo Advisors, and he has joined us as usual.
Roger BouchardHOST
Hello, Chris.
Roger BouchardHOST
How you doing?
10 MINS LATER
Christopher BouleyHOST
It, it, it really isn't.
Christopher BouleyHOST
I think back in 1986, the average financial advisor in America managed about $17 million in assets.
Christopher BouleyHOST
Now, Wells Fargo advisors expect somebody a year and a half to have $17 million.
Roger BouchardHOST
Hmm.
Clip BrockHOST
We'll come back, get Junior Smith's prediction for ECU and Rice, and get ready to wrap things up.
Clip BrockHOST
Also Junior's favorite part of the show, our Wells Fargo Advisors Financial Report.
Clip BrockHOST
We'll have that for you too when we return after this.
Clip BrockHOST
[upbeat music]
Elizabeth AyoolaHOST
And in case you don't know where to send it, send it to podcasts@nerdwallet.com.
Sean PylesHOST
And to help us answer these questions about generational wealth today, we have India Elliott, a financial advisor at Wells Fargo Advisors.
Sean PylesHOST
India, welcome to Smart Money.
India ElliottGUEST
Thank you.
Roger BouchardHOST
Our email address, upfront@wnri.com. And our co-host, uh, as he, uh, usually is, [clears throat] excuse me, on Thursdays is, uh, Christopher J. Bouley.
Roger BouchardHOST
And, uh, he is managing director, investments, Wells Fargo Advisors.
Roger BouchardHOST
That's his job.
Roger BouchardHOST
And, uh, his job on Thursday is to be a co-host on the Up Front program.
Bruce KellyHOST
This week is going to be a sponsored podcast by Wells Fargo Wealth and Investment Management.
Bruce KellyHOST
known internally as WIM, which also includes Wells Fargo Advisors.
Bruce KellyHOST
I'm your host, investment news senior columnist and reporter Bruce Kelly.
Bruce KellyHOST
And joining us today is Saul Gindy, head of Wells Fargo Advisors, which is the financial advisor business under the broader umbrella of Wells Fargo Wealth and Investment Management.
Bruce KellyHOST
Saul, how
Saul GindyGUEST
are you today? I am great, Bruce.
Saul GindyGUEST
Thank you for having me.
Bruce KellyHOST
Saul, do you mind sharing us a little bit about yourself and your role at Wells Fargo?
3 more episodes mention Wells Fargo Advisors.
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