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Beth W
Series 63, Series 65, Series 66
Madrid, IA
Wells Fargo Clearing
Beth Williams is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as a finance council member at St. Rose of Lime/Sacred Heart Church in Denison, Iowa. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
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