Jeffrey Roman

Senior Vice President, Area Manager at Wells Fargo Advisors at Wells Fargo Advisors - St. Louis, Missouri, US

Jeffrey Roman's Colleagues at Wells Fargo Advisors
Lisa Weatherby

First Vice President-Investments

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Joe Kennedy

Vice President-Investments

Contact Joe Kennedy

Jorge Recio

Productivity Consultant

Contact Jorge Recio

Joseph Mastroianni

Financial Advisor, Vice President - Investments at Wells Fargo Advisors

Contact Joseph Mastroianni

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Jeffrey Roman's Contact Details
HQ
(314) 955-3000
Location
Naples, Florida, United States
Company
Wells Fargo Advisors
Jeffrey Roman's Company Details
Wells Fargo Advisors logo, Wells Fargo Advisors contact details

Wells Fargo Advisors

St. Louis, Missouri, US • 16757 Employees
Financial Services

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. 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 recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 2021 Wells Fargo Clearing Services, LLC. All rights reserved. PM-05152025-6068127.1.2 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Financial Planning Wealth Management Financial Advisory Retirement Planning Investment Services Estate Planning Financial Consulting Wealth Management Products Financial Advisor
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Frequently Asked Questions about Jeffrey Roman
Jeffrey Roman currently works for Wells Fargo Advisors.
Jeffrey Roman's role at Wells Fargo Advisors is Senior Vice President, Area Manager at Wells Fargo Advisors.
Jeffrey Roman's email address is ***@wellsfargoadvisors.com. To view Jeffrey Roman's full email address, please signup to ConnectPlex.
Jeffrey Roman works in the Financial Services industry.
Jeffrey Roman's colleagues at Wells Fargo Advisors are Lisa Weatherby, Joe Kennedy, Jake Funkhouser, Jorge Recio, Joseph Mastroianni, Kutcher Matthew, Alec Ardito and others.
Jeffrey Roman's phone number is (314) 955-3000
See more information about Jeffrey Roman