Joe Nadreau

Head of Advisory Platform Services, Wells Fargo Advisors at Wells Fargo

Joe Nadreau is the head of Advisory Platform Services at Wells Fargo Advisors. In this role, he is responsible for the firm’s back-office relationship as well as the build out and evolution of the firm's advisory platform of the future. He also sits on the Wells Fargo Advisors Operating Committee.

Joe has worked in the financial services industry for over 25 years. Before his current role, he led the Independent Brokerage & Platform Services team and was responsible for the firm’s independent advisor business (Wells Fargo Advisors Financial Network), the clearing business (First Clearing), and creating emerging business models like service and custody for Registered Investment Advisors (RIA) and other business opportunities. He also lead the Digital & Automated Investing group, which consists of the self-directed (WellsTrade®) team, the Digital Advice (Intuitive Investor®) offerings, and the Wells Fargo Advisors Solutions Call Centers. His group was responsible for the continuing evolution of the business platforms for the company’s financial advisors and clients. He joined Wells Fargo Advisors in 1999 as the chief e-commerce officer. Before that, he worked for the IBM Consulting Group as a senior business strategy consultant, at PaineWebber as an internal consultant/auditor, and as a capital markets officer/trader at Chase Securities.

Joe earned a dual bachelor’s degree in finance and international business from Penn State University and received his MBA in finance from New York University’s Stern School of Business. He holds FINRA Series 7 and 24 securities registrations.

He is on multiple nonprofit boards in the St. Louis community, including serving as chairman of the American Red Cross in St. Louis, and he served as the executive sponsor of the Wells Fargo Advisors United Way campaign. Additionally, he is on the boards of Wells Fargo Bank South Central, NA; Wells Fargo Bank Northwest, NA; and SIFMA.

Timeline

  • Head of Advisory Platform Services, Wells Fargo Advisors

    Current role

  • Head of Independent Brokerage & Platform Services, Wells Fargo Advisors

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