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Wells Fargo Restricted Share Rights

Everything You Need to Know About Wells Fargo Restricted Share Rights (RSR) 

One of the most significant, and often confusing, elements of an employee’s benefits package is equity compensation. For Wells Fargo employees, this comes in the form of restricted share rights (RSRs). Between understanding what they are and how they are taxed, RSRs can quickly complicate your financial plan. If your head is swimming, you’re not …

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bank of america

Bank of America Benefits Package 2022

Bank of America employs over 15,000 people in the Charlotte area.1 As a financial advisor in Charlotte—and the husband of a former Bank of America employee—I’m acutely aware of the company’s employee benefits package and its nuances.  In this article, I’ll walk you through some simple ways to optimize your benefits, so you can make …

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wells fargo manager

So You Just Got Promoted to Be a Wells Fargo Manager – Now What?

Landing a promotion to Wells Fargo manager is an incredibly exciting accomplishment, but it can also be overwhelming, especially if you aren’t properly trained for the position. Globoforce reports that 93% of managers need additional leadership training,1 setting both the leaders and their Wells Fargo team members up for a difficult transition.   As a firm …

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Navigating divorce

You & Your Ex-Spouse Might Never See Eye to Eye (and That’s Okay)

Navigating divorce is one of the hardest challenges in life—it may even seem debilitating at times. Between the loss of a relationship you never thought would end and the endless decisions you have to make about finances and parenting, there’s not much left to give when trying to see eye to eye with your ex. …

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