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2021 HACR

LEADERSHIP PIPELINE PROGRAM

OCTOBER 26-27,2021

2021 Speakers

Jose Espaillat.jpg

José Espaillat 

Diverse Client Segments Leader- Latino  

Segment, Business Development & Growth 

Wells Fargo Advisors 

José Espaillat leads the Latino client segment of the Diverse Client Segments team under Business Development & Growth. In this role, José provides guidance and strategic direction for financial advisors looking to prospect to, or deepen relationships with, Latino clients. Jose also partners with Field Managers who are determined to grow and retain the Hispanic Financial Advisor population in their branches.  

 

Before joining Wells Fargo Advisors, Jose previously served as a Financial Advisor at Waddell & Reed. Jose developed a special talent for helping others reach their goals by translating complex issues into simple, understandable concepts. Since 2008, his focus in the Latino Community has been educating individuals, families and small businesses to help increase their confidence in their financial decisions. 

 

Jose earned his B.S. degree from Wingate University in 2001. In addition to his Series 7, 66 & 24 registrations, he also holds insurance licenses for Life, Health and Long Term Care. 

 

In his community, Jose is proud to serve many local non-profits and uses free time to volunteer with organizations such as co-chair for the Charlotte Hispanic Scholarship Fund Advisory Council, Latin American Working for Achievement (LAWA), and The Latin American Chamber Of Commerce of Charlotte. In his previous role as Vice President of the Charlotte Chapter of ALPFA, Jose helped revive the local chapter, earning recognition as 2014 Emerging Chapter of the Year. 

  

Jose and his wife, Kelli, along with their daughters, Nevaeh and Josi, live in Matthews, North Carolina. They enjoy family time on the softball field, hiking, camping, traveling and cheering on their beloved New York Yankees.