Verified recordFinancial Services

David Bos

Executive Director - Branch Manager at Wells Fargo Advisors

Based in Washington, United States

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Seniority

Director

Department

General Business & Management

Location

Washington

Industry

Financial Services

Company size

15K

Contact information

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Email

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d•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About David Bos

As Branch Manager of the McLean branch of Wells Fargo Advisors my goal is help ensure you're working alongside a seasoned diverse group of Financial Advisors. Our advisory and investment teams bring wisdom, clarity and vision to stay on course through times of prosperity and turbulence. My years of working as an successful advisor enables me to focus on building efficient advisors and teams along with superb support staff. We recognize that one of the keys to a successful practice is outstanding client service. It can be a powerful differentiator. We help advisors build their brand and bring the full services of Wells Fargo Advisors. After 20+ years as an advisor myself, I know what it takes to empower advisors to build businesses that they are passionate about, and that serve the best needs of their clients. My experience in branch management affords me a wide ranging view of the investment industry and I have learned how to navigate the vast resources of Investment firms. This broad experience enables me to provide our advisors with a unique ability to view their investments from multiple angles. I earned a Bachelor of Science degree in financial management from Indiana State University. Married for 35 years, I have two grown children, both of whom attended Virginia Polytechnic Institute and State University (Virginia Tech). Both attaining Master degrees one at Georgetown and the other at Ohio State. This information is intended for use by residents of AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, and WV 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

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