Wells Fargo Jumps In, Launches Sports & Entertainment Program
Wells Fargo has announced a new Sports & Entertainment Program “focused on recognizing and supporting financial advisors who serve clients within the sports and entertainment industries.”
Wells Fargo claims it “has a long history of serving the complex needs of clients with significant wealth. With the availability of the Sports & Entertainment Accredited Wealth Management AdvisorSM (SE-AWMA) designation, financial advisors serving clients in these industries will be even more equipped to help with their clients’ unique financial needs, including sudden wealth, uneven income flows, philanthropy, and wealth and legacy planning. The SE-AWMA designation is the first-of-its-kind professional designation offered by the College for Financial Planning, a Kaplan company.”
Clarence Nunn, Executive Vice President of Wealth & Investment Management, said the Sports & Entertainment Program “shows our commitment to both our financial advisors, and the affluent and high-net-worth clients that they serve. I believe we provide the best service and support, and this development gives our business a greater ability to expand in an area where we believe we can offer great expertise.”
“There are distinct needs that clients in these industries have, and supporting this designation for our financial advisors gives them even more credibility when serving them,” added Julie Caperton, head of Wells Fargo Private Bank. “Sports and entertainment professionals often have needs that change over time — and sometimes change very quickly. We provide access to a diverse team of highly credentialed specialists who can uncover clients’ individual financial objectives and align those with their values and aspirations.”