WFA Biography - Development Form - SKY Marketing Consultants

1. Name *

2. Title *

Have you earned the Private Wealth Financial Advisor (PWFA) title from Wells Fargo Advisors? *

Yes
No

3. Designation(s) *

Add multiple designations?

Yes
No

Designations

4a. Branch Address *

4c. WFA E-mail Address *

5. Years of Industry Experience *

Example: 16 years (or “more than 15 years”)

6. Reason(s) You Love Your Job *

Example: Both of my parents were high school teachers, so I always knew I wanted to work in a career in which I could help people through education. As a “financial educator,” I help my clients turn long-term financial dreams and life goals into a reality through sound financial planning.

7. Area(s) of Focus *

Example: Asset management, estate planning strategies, retirement planning, work with clients in a specific field (medical, academic, research, etc.)

8. Educational Background *

Example: Bachelor’s degree in Finance from the University of North Carolina, MBA from Davidson College

9. Charitable Causes / Board Memberships *

Example: Former Treasurer for the Ronald McDonald House of Charlotte, Current Board Member for Veterans Bridge Home, and regularly volunteer with my family at Hands On Charlotte.

10. Personal Details *

Example: I currently reside in Charlotte with my husband, Tim, and our two sons, Daniel and David. In my free time, I enjoy gardening, playing tennis, and helping coach my son’s little league baseball team. We have two Labrador Retrievers that we enjoy taking on hikes, which is one of our favorite ways to stay active.

11. One Or Two Things Unique to You – Personal or Professional *

Example: I grew up on an army base in Germany, and I speak German, French, and English.

12. Do you have a professional headshot in MyMarketing? *

Yes
No

Any questions or comments you’d like to direct to SKY or WFA as we develop your biographies.