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Altshuler to Lead New Western Division of Wells Fargo WIM

BANKING: Pacific South and North Division Combining

Wells Fargo Wealth & Investment Management (WIM) is combining its Pacific South and Pacific North divisions, creating a larger group that effectively runs from Seattle to San Diego — and also includes Hawaii, Alaska, Arizona and Nevada.

David Altshuler
Western Division Leader
Wells Fargo

The company made the announcement in late October.

Dave Altshuler, current Pacific South Divisional leader, will lead and take responsibility for the new Western Division.

“Building strong, successful teams is something I’m passionate about—and this new role allows me to lead more individuals who are committed to helping our clients with each milestone in their lives,” said Altshuler. “I’m thrilled to have this opportunity.”

Altshuler, like all divisional leaders, leads teams of Wells Fargo Advisors in both bank-based channels and those in the Private Client Group, and is instrumental in recruiting for Wells’ independent channels as well.

High-Energy Leader

“Consolidating this talented group under one unified leadership team allows us to provide greater consistency and care for our clients,” said Sol Gindi, head of Wells Fargo Advisors and WIM Client Relationship Group. “Dave is a high-energy leader, and we are confident that he will guide his new team with great success.”

Sol Gindi
Head of Wells Fargo Advisors
Wells Fargo

Altshuler has been in the financial services industry for 30 years, with 28 of those at Wells Fargo Advisors and its predecessors. Prior to his current role, Altshuler served as one of Wells Fargo Advisors’ regional presidents, overseeing the Pacific South Region, which included Southern California and Hawaii.

Altshuler is a registered representative of Wells Fargo Clearing Services, LLC.

With $1.66 trillion in client assets as of June 30, 2022, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives.

Wells Fargo’s vast network of financial advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia.

Wells Fargo Advisors is a part of Wells Fargo Wealth & Investment Management, a division within Wells Fargo & Company and one of the largest wealth managers in the U.S.

Wells Fargo

FOUNDED: 1852
CEO: William W. Scharf
WESTERN DIVISION LEADER: Dave Altshuler
EMPLOYEES: 268,500
REVENUE: $82.4 billion (2021)
HEADQUARTERS: San Francisco
STOCK: WFC (NYSE)
WEBSITE: wellsfargo.com
NOTABLE: Wells Fargo is the third-largest bank in the U.S. by assets. The bank had $1.66 trillion in assets as of June 30, 2022.

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