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Fiona Lam

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Fiona Lam

Senior Financial Advisor, First Vice President - Investments | Wells Fargo Advisors

San Francisco, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Fiona Lam

Work Experience

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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

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Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

November 2009 - January 2013

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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

mail

*********@wellsfargoadvisors.com

*********@mssb.com

*********@wellsfargo.com

*********@ml.com

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