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Fiona Lam
Fiona Lam
Senior Financial Advisor, First Vice President - Investments | Wells Fargo Advisors
San Francisco, California, United States
Fiona Lam
Summary
Fiona Lam is a seasoned financial advisor with over a decade of experience in the financial services industry. Currently serving as a Senior Financial Advisor and First Vice President of Investments at Wells Fargo Advisors, she has a strong background in providing comprehensive financial planning and investment strategies. Fiona holds the CERTIFIED FINANCIAL PLANNER TM certification and is well-versed in the complexities of financial markets. Fluent in both English and Cantonese, she effectively communicates with a diverse clientele. Her previous roles at Merrill Lynch and Morgan Stanley have equipped her with the skills to navigate various financial landscapes. Fiona's commitment to client success and ethical financial practices sets her apart in a competitive industry. She is passionate about empowering individuals to achieve their financial goals through informed decision-making. Outside of her professional pursuits, Fiona is likely to engage in community service and advocacy for financial literacy.
Fiona Lam
Work Experience
Senior Financial Advisor, First Vice President - Investments at
Wells Fargo Advisors
April 2021 - Present
Vice President at
Merrill Lynch/Wfc/L. Inc.
January 2013 - April 2021
Financial Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
November 2009 - January 2013
Fiona Lam
Education
San José State University, Bachelor's Degree
January 1970 - January 1970
Frequently Asked Questions about Fiona Lam
What is Fiona Lam email address?
Fiona Lam's primary email address is *********@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Fiona Lam work for?
Fiona Lam is a Senior Financial Advisor, First Vice President - Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
Where Fiona Lam graduated from?
Fiona Lam holds a degree in Business, Management, Marketing from San José State University.
How can I directly contact Fiona Lam?
To contact Fiona Lam directly, you can use the email address *********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Fiona Lam?
Fiona Lam is a seasoned financial advisor with over a decade of experience in the financial services industry. Currently serving as a Senior Financial Advisor and First Vice President of Investments at Wells Fargo Advisors, she has a strong background in providing comprehensive financial planning and investment strategies. Fiona holds the CERTIFIED FINANCIAL PLANNER TM certification and is well-versed in the complexities of financial markets. Fluent in both English and Cantonese, she effectively communicates with a diverse clientele. Her previous roles at Merrill Lynch and Morgan Stanley have equipped her with the skills to navigate various financial landscapes. Fiona's commitment to client success and ethical financial practices sets her apart in a competitive industry. She is passionate about empowering individuals to achieve their financial goals through informed decision-making. Outside of her professional pursuits, Fiona is likely to engage in community service and advocacy for financial literacy.
Fiona`s contact details
*********@wellsfargoadvisors.com
*********@mssb.com
*********@wellsfargo.com
*********@ml.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG