WA

Wesley A.

Vice President of Advisory Services

Wesley A. is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as the Vice President of Advisory Services at Choreo, Wesley leads a team managing $3 billion in assets and focuses on enhancing client acquisition strategies. Previously, Wesley held positions such as Financial Planning Director at Morgan Stanley and Vice President at both Wells Fargo and Capital Wealth Advisors, where they demonstrated a strong ability to drive revenue growth and mentor junior advisors. In earlier roles at AstraZeneca and JPMorgan Chase, Wesley excelled in sales performance and client relationship management.

Location

Charlotte, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices