William Wolfe - Wells Fargo Advisors, LLC

As a PIM Portfolio Manager it is my duty to serve in a Discretionary Relationship with my clients. Only a limited number of the firm's financial advisors have met the rigorous standards of portfolio management experience, advanced education, and ethical standards needed to serve in this capacity. I provide discretionary asset management that allocates client investments across four asset classes; equities, fixed income, currencies and commodities. My strategy seeks to find favorable opportunities in all market conditions. I help my clients align their investments with their social policies. I have been recognized by Wells Fargo Advisors as a Premier Advisor, a distinction reserved for a select group of Financial Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.