1. William Wolfe, Senior Vice President- Investment Officer, Wells Fargo Advisors, LLC

    www.williamwolfe.orgCharlottesville, VA

    Mr. Wolfe provides concierge financial services to a select group of private clients. For well over the last decade he has helped his clients align their investment and social policies.

  2. H.H. (Tres) Wallower, Vice President- Investments, Wells Fargo Advisors, LLC

    Santa Barbara, CA, United States

    Works with investors in developing portfolios that blend financial objectives with ethical/social criteria. Assists investors in selecting and reviewing professional portfolio managers who employ socially responsible criteria.


Many financial planners advise businesses and institutions in addition to individual investors, and may have earned one or more of the following professional designations: