February 1, 2012

Cover Story

40 under Forty

Being this outstanding takes a lot of work, but our Forty Under 40 hon...Read More

Featured Articles

Around Utah

Top Legislative Issues We’re Watching

Sections

Spotlight
David Bradford

Spotlight
Robert Workman

Industry Outlook
Banking And Finance

Features
Urban Renaissance

Features
Still Open

Special Report
Healthy and Happy

Focus
Feeling the Pain

Living Well
A Foodie Tour

Business Trends
Best in Show

EntrepreneurEdge
Stop that Tweet!

TechKnowledge
The Next Big Thing

Lessons Learned
All in the Family

Economic Insight
Utah’s Olympic Moment

Money Talk
The Right Fit

Legal Briefs
Google (B)AdWords

Players
Players

Article

The Right Fit

Tips to Choose Your Investment Professional

Monica G. Robbins

February 1, 2012

Focus. Consider how much experience each candidate has working with individuals and families like you. Many firms focus on institutional clients and have little experience dealing with individual investors, family dynamics and wealth transfer strategies.

Involving someone in your personal finances requires considerable trust, which makes it essential to thoroughly evaluate each candidate’s credentials, training, reputation and experience. Ultimately, the time and effort you spend in understanding, vetting and selecting the investment professional best suited for your unique situation and needs helps better position you to achieve your long-term financial goals.

 

Monica G. Robbins is senior vice president and Affluent Customer Segment manager for Wells Fargo Regional Private Banking in Utah and Idaho.

Page 12
Utah Business Social
UB Events View All
Forty Under 40 - 2015Utah Business Event
Feb 26, 2015
Utah Business Magazine along with Presenting Sponsors: Kirton McConkie, BIG-D Construction and Ma...
CEO of the YearUtah Business Event
Mar 20, 2015
Utah Business magazine and Presenting Sponsors: Holland & Hart and Newmark Grubb ACRES, Premier S...
30 Women to Watch 2015 - NOMINATIONS NOW OPENUtah Business Event
May 31, 2015
NOMINATIONS NOW OPEN! Visit: www.utahbusiness.com/nomination_items Questions: heather@utahbusi...
Community Events View All
Escaping Hackers & Trackers
Jan 26, 2015
If you collect, own, store or manage "personal information" of clients, customers, contractors, s...
CISSP Certified Information Systems Security Professional
Jan 26, 2015
This 5-day course prepares students to take the CISSP certification examination (not included). T...

info@utahbusiness.com  |  90 South 400 West, Ste 650 Salt Lake City, Utah 84101   |  (801) 568-0114

Advertise with Utah Business

Submit an Event

* indicates required information
* Event Name:
Price (general):
Website (if applicable):
Coordinator's Name:
Coordinator's Email:
Coordinator's Phone:
Venue Name:
Venue Address:
Venue City:
Venue Zip:
Event Capacity:
Date(s):
to
* Event Description:
  Cancel