superagi_logo
Derek Page

Derek Page

linkedin_icon
Senior Vice President - Investments, Senior Financial Advisor @ Wells Fargo Advisors Senior Vice President - Investment Officer, Senior Financial Advisor at Wells Fargo Advisors
email_icon
Email encrypt_section
call_icon
Phone Number encrypt_section

Education

education_icon_placeholder

Campbell University

Bachelor's Degree in Business Administration, Trust and Investment Management with a minor in Financial Planning 1991-01-01 - 2000-01-01
education_icon_placeholder

Campbell University, Lundy Fetterman School of Business

Masters Degree in Business Administration (MBA), MBA 1991-01-01 - 2000-01-01
education_icon_placeholder

Campbell University, Norman Adrian Wiggins School of Law

Juris Doctorate Degree, Law 1991-01-01 - 2000-01-01
education_icon_placeholder

Christiansburg High School

, -

Work Experience

experience_icon_placeholder

Wells Fargo Advisors

Current

Wells Fargo Advisors

experience_icon_placeholder

U.S. Trust

2000-01-01 - 2010-04-01

U.S. Trust

Skills

Retirement Planning Financial Services Risk Management Business Succession Planning Strategies Investment Planning Strategies

Summary

As a Senior Financial Advisor with Wells Fargo Advisors, I am responsible for working with high-net-worth clients to assist them in effectively manage their wealth, first by identifying each client’s unique goals then coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals. While not currently practicing law, I have Juris Doctorate and MBA from Campbell University. I have also earned the Certified Trust & Financial Advisor professional offered by the American Bankers Association (ABA). Wells Fargo & Company and its affiliates do not provide legal or tax advice. Please consult your legal and/or tax advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. This information is intended for use by residents of AL, CA, CO, FL, GA, LA, MA, MD, NC, NV, OH, PA, SC, and TX only. /*********/ 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 Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Browse SuperAGI Directories
agi_contact_icon
People Search
1 2 3 4 5 ... 22732309
agi_company_icon
Company Search
1 2 3 4 5 ... 809223
AI Native CRM for Unified Sales, Support & Marketing Accelerate growth and streamline your entire stack with AI CRM Platform