Cherri Cooper

Cheri Cooper has built an operations platform and approach to service defined by a simple, but highly differentiated element, it’s personal.  With this unique approach and platform, there are no 800 numbers, automated help lines or non-answers.  She has intentionally staffed her group with individuals who see themselves as an extension of the advisors’ teams and who have a passion for helping advisors deliver best-in-class service to customers and change lives for the better.  Cheri brings to her role 25 years of experience, including 20 at Wells Fargo Advisors, in wealth management, operations, technology and risk management.  

Most recently, Cheri led the transformation of the Wells Fargo Advisors platform used by private-client, bank-based, independent, and clearing firm advisors. Cheri’s focus in leading this initiative was to transition from outmoded, in-house technologies to best-of-breed market solutions. From 2015-2019, Cheri was the Chief Operating Officer for the Wells Fargo Wealth Brokerage Services organization, supporting 3,000 bank-based advisors. Prior to 2015, Cheri held various leadership positions within Wells Fargo Advisors’ operations and technology division.  

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