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Wells Fargo Names Head of Its New Advice Center

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Wells Fargo has promoted Beth Renner to head of its new Advice Center in Wealth & Investment Management’s Advice and Planning center of excellence.

The new Advice Center was “designed to build advice capabilities designed to appeal to a broad range of client needs, concerns and goals,” the wirehouse said Wednesday.

Renner has more than 30 years of experience in the financial service industry and in the field of philanthropy. She most recently led Wells Fargo Bank’s National Philanthropic Services Group in WIM, where she oversaw specialized advisory services to charitable individuals, families and nonprofit organizations.

She first joined Wells Fargo in 2005 after serving as a vice president and private banking manager at U.S. Bancorp for more than nine years, according to her LinkedIn profile.

In her new role at Wells Fargo, Renner will lead the team responsible for helping to provide family dynamics, philanthropic advice, retirement services, family office services, corporate executive services, business transitions, life event services, and other goal- and advice-oriented capabilities, the firm said.

She is reporting to Michael Liersch, WIM head of Advice and Planning. Renner will also play a key role in developing new ways for advisors and clients to “productively collaborate in ways that deepen these important relationships,” the company said.

“Through the new Advice Center, we have the opportunity to look more holistically at clients throughout WIM and offer them access to advice and guidance through all of our channels,” according to Liersch.

Renner “brings tremendous high- and ultra-high-net worth client experience, remarkable philanthropic skill, and a great management track record, making her uniquely qualified for this role,” Liersch said in announcing her appointment.

“The goal is to create impactful opportunities for advisors to engage with clients in ways that show the true value of working with Wells Fargo,” Renner said in a statement. “This is an incredible opportunity to be able to build something from the ground up, and I’m excited about what our team will offer to advisors and clients across WIM.”

Renner also currently serves as a board member for the National Women’s History Museum and is on the board of regents at Concordia College.

— Check out Investor Sentiment Perks Up in Fourth Quarter: Wells Fargo on ThinkAdvisor.


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