Gray Daus, AWMA® & Dan Sperow, CFP®, CRPC® Earn Wells Fargo Advisors’ “Premier Advisor”

 
CHARLOTTE, N.C. - April 16, 2013 - PRLog -- Wells Fargo Advisors has designated Gray Daus, Financial Advisor, Vice President-Investments and Dan Sperow, Financial Advisor, Senior Vice President-Investments, as members of the firm’s Premier Advisors Program.  This distinction reflects their achievement of professional success by meeting or exceeding Wells Fargo Advisors’ high standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.  

Daus and Sperow have been acknowledged with awards in the past.  On May 25, 2012 they were recognized by the National Association of Board Certified Advisory Practices as “NABCAP Premier Advisors” in the Charlotte Business Journal(1). Additionally, in the September, 2012 issue of Charlotte magazine Daus and Sperow were recognized as Five Star Wealth Managers(2).

More information about the team can be found at www.sperowdaus.wfadv.com

About Wells Fargo Advisors


With $1.2 trillion in client assets as of December 31, 2012, Wells Fargo provides investment advice and guidance to clients through 15,414 full-service financial advisors and 3,248 licensed bankers.  This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia.  Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC).  Statistics include other broker-dealers of Wells Fargo & Company.   www.wellsfargoadvisors.com

Investment products and services are offered through Wells Fargo Advisors, LLC.

About Wells Fargo
Wells Fargo & Company  is a nationwide, diversified, community-based financial services company with $1.4 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, the Internet (wellsfargo.com), and has offices in more than 35 countries to support the bank’s customers who conduct business in the global economy. With more than 265,000 team members, Wells Fargo serves one in three households in the United States.  Wells Fargo & Company was ranked No. 26 on Fortune’s 2012 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.  

(1) NABCAP’s 2012 Premier Advisor evaluation and ranking program is an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically.  A minimum score must be attained for a practice to be considered for the final list, winners are listed in alphabetical order.  There is no cost for advisors to participate.  The rating is not representative of any one client’s experience and is not indicative of past or future investment performance.

(2) 2012 Survey conducted by Five Star Professional, an independent third-party research firm, who received 1,083 nominations among all wealth managers in the Charlotte, NC area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. 251 were named 2012 Five Star Wealth Managers which represents less than 7% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager's future performance. For more information: www.fivestarprofessional.com/2012/research.php
End
Wells Fargo Advisors LLC News
Trending
Most Viewed
Daily News



Like PRLog?
9K2K1K
Click to Share