I am a Managing Director-Investments and Financial Advisor with Wells Fargo Advisors. draw upon my institutional fixed income background as the cornerstone for creating and customizing individual client strategies. I have helped institutional fixed income portfolio managers running $100 million to 25$ billion manage their credit and interest rate exposure for over 20 years. My industry experience and athletic background guided me as I developed my disciplined process, which helps me to assess my clients’ risk tolerance and design portfolios to help navigate market fluctuation. I work closely with clients to assess their needs, time horizon and risk tolerance in developing an individualized plan. My process includes developing an in-depth client profile, measuring risk tolerance and designing a tactical approach to help clients meet their objectives. I consider Wells Fargo Advisor’s wide range of services and thought leadership important resources for helping my clients pursue their goals.
Recruited to play football at Notre Dame, where I earned a B.A. in Economics, I have met two U.S. Presidents, was an all All- American, and the leading tackler on the 1988 National Championship Team. A sixth round NFL draft choice for the Miami Dolphins, I subsequently played for the Buffalo Bills and the Atlanta Falcons. I credit the values of teamwork and discipline learned through sports, coupled with my solid economics grounding, as vital components of the success I enjoy with my clients.
Wes is the proud father of three wonderful sons, Lawson (17), Marshall (16) and Kane. His down time is spent watching his sons play lacrosse and football.