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
Utah PR Spring ConferenceUtah Business Event
May 7, 2015
Join your colleagues from Utah Business along with PRSA & IABC for this important, 1-day event th...
30 Women to WatchUtah Business Event
May 21, 2015
Utah Business Magazine along with Snell & Wilmer are proud to announce the 16th annual 30 Women T...
CXO of the Year 2015Utah Business Event
Jun 25, 2015
Utah Business Magazine along with Stoel Rives - are proud to present the 2015 CXO of the Year Awa...
Community Events View All
JavaScript Level 1
Apr 21, 2015
JavaScript is an easy-to-learn scripting language supported by all popular Web browsers. Students...
How to Raise Money
Apr 22, 2015
Learn from the venture community what gets deals funded. Learn more and register at: https://www....

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