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Advisor Profiles

For a Top Well Fargo Advisor, Diversification Is Still the Best Bet

Wells Fargo’s Anne Davidson cites the hit to master limited partnerships as a case study for avoiding overexposure in any sector.

February 14, 2015

Some top advisors set their sights on the industry at a young age and deliberately plot a path to success. Anne Davidson, on the other hand, might not be an advisor today if not for a bit of happenstance back in 1980.

“I came to Texas for a wedding,” says Davidson, “and I ended up sitting next to a man who said, ‘You’d be a natural in this...