Verified recordFinancial Services

Stephanie Morley

Registered Client Associate at Wells Fargo Advisors

Based in Greensburg, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Greensburg

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

s•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Stephanie Morley

As a Registered Client Associate at Wells Fargo Advisors, my role on the team is to foster relationships with our clients and to coordinate the overall operations of our Greensburg Practice. I strive to provide a personalized experience that allows our clients to get access to the advice and assistance they need while enjoying the process along the way. I have been working in client service since 2008, starting in retail sales and management, because I enjoy working alongside people and problem solving. I began my career in Financial Services in 2014 as a Personal Banker. Throughout my banking career, I became a Notary Public and was promoted to a Licensed Relationship Banker. I also attained my Series 6 and Series 63 Securities Registration as well as my Life, Accident and Health Insurance License. I joined the Hindman Financial Group of Wells Fargo Advisors in 2018. Since that time, I have served on a number of client experience best practice forums and participated in several focus groups sharing ideas with other leaders within Wells Fargo Advisors, including serving on the Pittsburgh Market Board of Directors from 2019 to 2021. I also attained my Series 7 and Series 66 Securities Registration in 2021. I am passionate about my professional development and continue to pursue further advanced training to better serve our clients’ needs. This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, and WV only. Please contact me by email at Stephanie.Morley@wellsfargoadvisors.com. I cannot respond to messages through 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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