Financial Advisor Home Office Support
Home Office Mission
Wachovia Securities is structured so that our clients always come first. So the mission of the Home Office is simple: Support you and give you the personal attention you need to help your clients meet their goals.
What That Means for You
Because you're our connection to your clients, we treat you like a client. That means personal attention, guidance and prompt assistance. Whether you want to provide a special service for one of your clients, need to talk directly with an expert or just require a little guidance, all you have to do is pick up the phone or send an e-mail. You're seconds away from being connected to the person who can give you what you need.
A Vast Array of Resources
You'll be backed by our vast array of resources. Advisory services. Retirement, estate and college planning specialists. CPAs. Lawyers. Product experts. These experts can help you with anything you need, including:
- Market and economic analysis
- Concentrated equity positions
- Individual product selection
- Services for businesses
- Retirement planning
- College planning
- Estate valuations and planning
- Stock options
- Portfolio reviews
- Business retirement plans
- Complex portfolio structuring
- IRA and distribution planning
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