Jim Frangenberg
Wells Fargo
North Potomac,
Maryland
About
Company name
Wells Fargo
Business title
Wealth Advisor
Contact
How to contact
Cell: 804-873-0909
Professional Profile
Call Me When
When you need a collaborative partner in wealth management
Professions
Banker
Wealth Manager
Functional Expertise
Capital markets
Cash flow enhancements
Cash management
Debt
Entrepreneurship
ESOPs
Estate planning
Family business
Fiduciary
Finance
Intangible assets
Investments
Lending
Real estate
Retirement
Risk management
Strategic planning
Trusts
Venture capital
Exit/Transition Planning
Professional Certification
CERTIFIED FINANCIAL PLANNER, Certified Exit Planning Advisor
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Advisor Resource Relationships
EPI
Chapter information
Membership
DC Metro Individual
Member since
Member for 6 months
Why I'm a Member of XPX
I believe in the power of a professional network focused on educating, supporting, and empowering business owners.
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