Rob Handel has joined FORM Wealth Management Group of Wells Fargo Advisors as a Registered Client Associate. Handel will be responsible for building and maintaining solid client relationships, handling client inquiries and concerns, and providing support in all other aspects of client service.
“We exist to guide our clients through life-changing events. In doing so, we build lifelong relationships with our clients and get the opportunity to help them plan their life, manage their wealth and change their world for the better. We are honored to have Rob Handel join our effort in doing the right things and making a positive impact in the lives of our clients,” said Tyson Ray, managing director – investments and co-founder of FORM Wealth
Originally from Elkhorn, Handel has lived in southeast Wisconsin for 28 years. Prior to joining FORM Wealth Management Group, Handel was a financial advisor for 3 years working in a financial services partnership with his recently retired father. Handel attended University of Wisconsin Whitewater, where he was awarded a Bachelor of Science degree in finance.
FORM Wealth Management Group seeks to create a life changing relationship with their clients through an ongoing dialogue; this gives their clients the opportunity to be heard, understood and impacted. They only work with a select number of clients in order to personally understand the
FORM their client’s lives are taking. FORM stands for Family, Occupation, Recreation, Mission.
“While having the privilege of working for the past 3 years with my father, I learned a lot about myself and how clients benefit from working with a team of professionals,” Handel said. “Upon my father’s recent retirement, rather than choosing to continue trying to service clients by myself, I joined what I consider the best wealth management team in Walworth County. I believe FORM Wealth Management can have the greatest impact with people who become their clients. I am excited to be a part of that impact going forward.”
The FORM Wealth Management Group of Wells Fargo Advisors office is located at 431 Geneva National Avenue South, Lake Geneva, WI 53147. Phone: (262) 245-2900 | (800) 937-7654.
For more information, email: FORM@wellsfargoadvisors.com, or visit formwealthmanagement.com.
