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Lincoln, Nebraska – May 16, 2021 – Tracey McLain, Managing Director – Investments and Lincoln Branch Manager, and Susan robak, Managing Director – Investments, Wells Fargo Consultants in Lincoln, Nebraska, were recognized on Forbes’ 2021 List of Top Women’s Heritage Consultants.
This distinction represents a list of professionals who come to work with one goal in mind: to help their clients succeed.
“It is an honor to be recognized by Forbes as one of the top female heritage advisors,” said Robak. “As investment planning has become more complex, our top priority is to work with our clients to develop strategies to help them build confidence in all facets of their financial lives and achieve their investment goals in the short and long term. long term, ”McLain said.
With over 30 years of experience in financial services, McLain is production manager for the Lincoln branch. Robak has over 25 years of experience in the financial services industry and holds a master’s degree from the College of Financial Planning and an accounting degree from the University of Nebraska-Lincoln. Both are certified financial planning professionals.
Forbes Top Women & Best in State Wealth Advisors
The Forbes 2021 Top Women & Best in State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, income and other criteria from SHOOK Research, LLC, who does not receive compensation from advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
About Wells Fargo Advisors
With $ 1.8 trillion in client assets as of December 31, 2020, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our extensive network of financial advisors, one of the largest in the country, serves investors in all 50 states and the District of Columbia. Wells Fargo Advisors is part of Wells Fargo Wealth & Investment Management (WIM), a division of Wells Fargo & Company and one of the largest wealth managers in the United States Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services , LLC and Wells Fargo Advisors Financial Network, LLC, SIPC Members, separate registered broker-dealers and non-bank subsidiaries of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of December 31, 2020. www.wellsfargoadvisors.com
Wells Fargo & Company is a leading financial services company with approximately $ 1.9 trillion in assets and proudly serves one in three U.S. households and over 10% of all mid-market businesses in the United States. We offer a diverse set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four featured operating segments: consumer banking and lending; The Commercial Bank; Corporate and investment banking; and Wealth and Investment Management. Wells Fargo is ranked 30th in the Fortune 2020 ranking of America’s largest companies. In the communities we serve, the business is focusing its social impact on building a sustainable and inclusive future for all by supporting affordable housing, small business growth, financial health and a low-emission economy. carbon. Wells Fargo news, ideas and perspectives are also available at Wells Fargo Stories.
Investment and insurance products: not FDIC insured; no bank guarantee; may lose value.
Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, a SIPC Member, a registered brokerage and a non-bank subsidiary of Wells Fargo & Company. Listed Wells Fargo Advisors Associates, when registered, are registered with Wells Fargo Clearing Services, LLC.